Dodge Cox Correlations

Mutual Funds . USA . 
Fund . Dodge Cox Stock
DOXGX Fund  USD 271.19  0.13  0.05%   
The current 90-days correlation between Dodge Cox Stock and Transamerica Asset Allocation is 0.9 (i.e., Almost no diversification). The correlation of Dodge Cox is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak. If the correlation is 0, the equities are not correlated; they are entirely random.

Dodge Cox Correlation With Market

Almost no diversification

The correlation between Dodge Cox Stock and DJI is 0.93 (i.e., Almost no diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Dodge Cox Stock and DJI in the same portfolio, assuming nothing else is changed.
  
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Dodge Cox Stock. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in price.

Moving together with Dodge Mutual Fund

  1.0DODGX Dodge Stock FundPairCorr
  0.98DODFX Dodge International StockPairCorr
  0.98DODEX Dodge Cox EmergingPairCorr
  1.0DODBX Dodge BalancedPairCorr
  0.99DODWX Dodge Global StockPairCorr
  0.85DODLX Dodge Global BondPairCorr
  0.71DODIX Dodge IncomePairCorr
  0.85DOXLX Dodge Cox GlobalPairCorr
  0.71DOXIX Dodge Cox IncomePairCorr
  0.98DOXFX Dodge Cox InternationalPairCorr
  1.0DOXBX Dodge Cox BalancedPairCorr
  0.99DOXWX Dodge Cox GlobalPairCorr
  0.99VVIAX Vanguard Value IndexPairCorr
  0.99AFMFX American MutualPairCorr
  0.99FFMMX American Funds AmericanPairCorr
  0.99FFFMX American Funds AmericanPairCorr
  0.99AMRMX American MutualPairCorr
  0.99AMFFX American MutualPairCorr
  0.99AMFCX American MutualPairCorr
  0.99VIVAX Vanguard Value IndexPairCorr
  0.96SMPSX Semiconductor Ultrasector Steady GrowthPairCorr
  0.96SMPIX Semiconductor Ultrasector Steady GrowthPairCorr
  0.84EMO Clearbridge Energy MlpPairCorr
  0.7OSPPX Oppenheimer Steelpath MlpPairCorr
  0.69SPMPX Invesco Steelpath MlpPairCorr
  0.7MLPNX Oppenheimer Steelpath MlpPairCorr
  0.68MLPLX Oppenheimer Steelpath MlpPairCorr
  0.96RSNYX Victory Global NaturalPairCorr
  0.96RSNRX Victory Global NaturalPairCorr
  0.68SPMJX Invesco Steelpath MlpPairCorr
  0.96MISAX Victory TrivalentPairCorr
  0.96DFABX Dfa Investment DimensionsPairCorr
  0.98BGEGX Baillie Gifford EmergingPairCorr
  0.98FSYJX Fidelity SustainablePairCorr
  0.9MDILX Blackrock Intl APairCorr
  0.99MXITX Great West ModeratePairCorr
  0.99GPAFX Victory Rs LargePairCorr
  0.93DBELX Doubleline EmergingPairCorr

Related Correlations Analysis

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Risk-Adjusted Indicators

There is a big difference between Dodge Mutual Fund performing well and Dodge Cox Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Dodge Cox's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

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