Quarterly Returns +
| Year | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | - | -30.6 | 6.2 | -1.7 | 5 | -1 | -1.2 | 2.4 | 11.7 | 13.3 | - |
| Q2 | - | 19.4 | 0.4 | 5 | 1.8 | 1.7 | 2.6 | 4.5 | 5.8 | -3.7 | - |
| Q3 | - | 5.3 | -1.2 | 6.1 | 4.8 | 8.8 | -9.8 | 0.9 | 6.3 | 7.7 | - |
| Q4 | - | - | 3.8 | -13.9 | 5.1 | 10.7 | 4.6 | 2.2 | 11.8 | 2.5 | - |
Monthly Returns +
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | - | - | - | - | - | - | - | - | - | - | - |
| 2020 | -3.26 | -8.87 | -21.23 | 14.1 | 3.6 | 1.04 | 2.55 | 6.24 | -0.98 | 0.31 | 18.31 | 4.82 |
Annual Returns +
| Year | 2000 | 2001 | 2002 | 2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DODGX | 16.6% | 9.3% | -10.7% | 32.4% | 19.2% | 9.4% | 18.5% | 0.1% | -43.3% | 31.3% | 13.5% | -4.1% | 22% | 40.6% | 10.4% | -4.5% | 21.3% | 18.3% | -7.1% | 12.1% | -0.6% | 0% |
| ^RLV - Russell 1000? Value Index | 0% | 0% | 0% | 26.7% | 13.7% | 4.4% | 19.2% | -2.7% | -38.8% | 16.3% | 12.9% | -2.1% | 14.5% | 29.4% | 10.9% | -6.2% | 14.3% | 10.9% | -10.6% | 23.2% | -0% | 13.3% |
