Skip to content
Informed Portfolio logoInformed Portfolio

The 2008 test · real data

Would DODBX survive 2008?

Dodge & Cox Balanced Fund Class I

It doesn't have to be a hypothetical — DODBX was there. Here's exactly what happened to it through the global financial crisis and the recovery that followed.

Grew, with real bumps

DODBX fell 32% from its 2008-05 peak to its 2009-02 trough — $10,000 at the peak dipped to about $6,757 — and took 14 months from peak to full recovery (dividends reinvested).

Real 2007-01 – 2013-12 data. Past performance doesn't predict future results.

Growth of $10,000 in DODBX · 2007-012013-12 · dividends reinvested

Worst drawdown
-32.43%
Peak → trough
2008-05 → 2009-02
Months underwater
14
Total return 2007-01–2013-12
624.08%

Would your portfolio survive it?

Replay 2008 — and the dot-com crash, COVID, and the 2022 rate shock — against any mix of supported U.S.-listed (and suffixed Canadian and UK) tickers, free.

Educational use only — not investment advice. Results are hypothetical.Read full disclaimer

This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.

Would DODBX survive 2008? Real crash performance · Informed Portfolio