Dodge & Cox Balanced Fund - Seasonality

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Dodge & Cox Balanced Fund - Seasonality

Seasonality Charts

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Correlation

Election

91.62%

2020

90.83%

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
Probability %	70%	60%	80%	70%	78%	60%	80%	60%	56%	56%	89%	89%
Average return %	+2.13%	+0.17%	-3.10%	+0.91%	+1.06%	+0.20%	+2.12%	+0.46%	-1.34%	-9.50%	+3.51%	-4.69%
2026	+1.70%	+2.18%	-5.27%	+2.86%	0.00%	-0.15%	+3.30%	+0.50%	-2.47%	--	--	--
2025	+4.41%	+1.60%	-2.75%	-4.87%	+6.17%	+1.66%	-0.79%	+3.22%	+0.42%	-87.58%	+1.45%	-3.30%
2024	-0.27%	+1.02%	+2.09%	-2.46%	+2.78%	-1.21%	+3.43%	+1.91%	+0.58%	-1.12%	+2.76%	-8.45%
2023	+5.58%	-2.75%	-1.29%	+1.12%	-2.37%	+3.57%	+3.69%	-1.55%	-2.68%	-2.72%	+5.90%	+2.24%
2022	+0.58%	-1.66%	-0.69%	-5.79%	+3.00%	-6.98%	+3.91%	-2.37%	-7.61%	+5.94%	+5.62%	-8.24%
2021	-0.11%	+6.04%	+1.92%	+3.85%	+2.36%	-0.45%	-0.24%	+1.78%	-2.90%	+2.52%	-2.73%	-4.30%
2020	-1.66%	-5.55%	-16.53%	+10.59%	+2.64%	+1.17%	+2.19%	+3.20%	-2.70%	-1.06%	+12.40%	-1.40%
2019	+5.93%	+1.37%	-2.51%	+3.15%	-4.41%	+3.40%	+1.48%	-2.63%	+1.57%	+1.77%	+2.77%	-2.77%
2018	+3.42%	-2.72%	-3.67%	+0.19%	+0.30%	+0.52%	+3.02%	+1.12%	-0.46%	-3.58%	+1.85%	-12.56%
2017	+1.77%	+2.20%	-2.27%	+0.49%	+0.11%	+0.47%	+1.25%	-0.60%	+1.76%	+0.34%	+1.56%	-3.45%

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