2024-07-26 10:45:00 ET
Summary
- U.S. equity markets rose during the second quarter of 2024, extending the strong market uptrend since 2023.
- U.S. growth stocks continued to outperform value stocks during the quarter, and the valuation disparity between value and growth stocks widened.
- The Fund had a nearly flat return in the second quarter of 2024, underperforming the S&P 500 but outperforming the Russell 1000 Value.
Performance[1]
Total Returns (%) Average Annual Total Returns
3 Months | YTD | 1 Year | 3 Years | 5 Years | 10 Years | 20 Years | |
Stock Fund - Class I | 0.02 | 8.52 | 18.97 | 7.30 | 13.00 | 10.60 | 9.31 |
Stock Fund - Class X | 0.03 | 8.58 | 19.09 | 7.38 | 13.06 | 10.63 | 9.33 |
S&P 500 Index | 4.28 | 15.29 | 24.56 | 10.01 | 15.05 | 12.86 | 10.29 |
Russell 1000 Value Index | -2.17 | 6.62 | 13.06 | 5.52 | 9.01 | 8.23 | 8.13 |
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For further details see:
Dodge & Cox Stock Fund Q2 2024 Shareholder Letter