Dodge & Cox Balanced Fund (DODBX)
Seasonality Analysis
Dodge & Cox Balanced Fund Annual Seasonality Statistics
Dodge & Cox Balanced Fund Monthly Seasonality Performance
| Month | Avg Return | Win Rate | Strength |
|---|---|---|---|
| January | 0.30% | Moderate | |
| February | -0.18% | Weak | |
| March | -0.96% | Weak | |
| April | 1.62% | Strong | |
| May | 0.63% | Moderate | |
| June | -1.00% | Very Weak | |
| July | 1.15% | Moderate | |
| August | 0.30% | Moderate | |
| September | -1.16% | Weak | |
| October | 0.68% | Moderate | |
| November BEST | 1.90% | Strong | |
| December WORST | -2.12% | Very Weak |
Dodge & Cox Balanced Fund 2026 vs Historical Pattern
Dodge & Cox Balanced Fund Interactive Seasonality Chart
Dodge & Cox Balanced Fund Pattern Scanner
Dodge & Cox Balanced Fund Seasonal Historical Performance
About Dodge & Cox Balanced Fund (DODBX) Seasonality
Dodge & Cox Balanced Fund (DODBX) has been analyzed using 27 years of historical data to identify seasonal patterns. Classified under ETFs, Dodge & Cox Balanced Fund shows distinct seasonal tendencies based on historical data.
The strongest month for Dodge & Cox Balanced Fund is historically November, with an average return of 1.90% and a win rate of 77%. Conversely, December tends to be the weakest month, averaging -2.12% return.
Looking at the full calendar year, Dodge & Cox Balanced Fund has an average annual return of 1.15% with an overall monthly win rate of 55.1%. Out of 12 months, 7 typically show positive average returns.
The seasonal pattern for Dodge & Cox Balanced Fund has a consistency score of 41.6 (Poor), based on 27 years of data. Higher consistency means the seasonal pattern has been more reliable across different market conditions.
Dodge & Cox Balanced Fund Seasonality FAQ
What is the best month to buy Dodge & Cox Balanced Fund (DODBX)?
Historically, November has been the best month for Dodge & Cox Balanced Fund, with an average return of 1.90% and a win rate of 77%. However, past performance does not guarantee future results.
What is the worst month for Dodge & Cox Balanced Fund (DODBX)?
Based on historical data, December has been the weakest month for Dodge & Cox Balanced Fund, with an average return of -2.12%. This is a historical observation and does not guarantee future results.
How reliable is DODBX seasonality data?
The seasonality analysis for Dodge & Cox Balanced Fund is based on 27 years of historical price data. While seasonal patterns can provide useful insights, they should be combined with other forms of analysis. Past patterns do not guarantee future performance.
How can I use Dodge & Cox Balanced Fund seasonality in my trading?
Use Dodge & Cox Balanced Fund (DODBX) seasonality as one factor in your analysis. Identify historically strong and weak months, combine with other research methods. SeasOptima provides premium tools including interactive charts, pattern scanning, and historical performance data for deeper analysis.