Performance Reports

Dodge and Cox Stock Fund (DODGX) – Trend Capture Overlay

January 15, 2019

Using Trendrating as an overlay would have increased the annualized performance of a well-known $63 Billion mutual fund from 6.92% to 9.80%.

Trendrating can be seamlessly integrated into current work flows and has a material impact on the performance of most investment strategies.


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