Dodge & Cox Balanced Fund Q2 2025 Shareholder Letter

Average Annual Total Returns

Average Annual Total Returns

Average Annual Total Returns

Average Annual Total Returns

Average Annual Total Returns

3 Months

YTD

1 Year

3 Years

5 Years

10 Years

20 Years

Balanced Fund — Class I

3.56

8.56

13.02

11.42

11.93

8.72

7.74

Balanced Fund — Class X

3.58

8.61

13.15

11.53

12.01

8.75

7.75

Combined Index

7.02

5.46

11.62

12.75

9.62

9.02

7.90