Davis Appreciation & Income Fund

Scorecard
2 / 5 Stars
Lipper
3 1 1 4 5
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D (Sell)

Fund Performance

Hypothetical Growth of $10,000

Updated 02.28.2014

Trailing Total Returns

Updated 02.28.2014

Total Return % + / - Morningstar Moderate Target Risk + / - Morningstar Aggressive Target Risk % Rank
Year-to-date 1.84 0.19 0.44 29
1-Month 5.14 1.97 0.40 3
3-Month 5.23 2.57 1.95 3
6-Month 16.18 6.65 2.53 3
1-Year 23.20 10.69 3.35 2
3-Year (Annualized) 5.91 -2.31 -4.48 97
5-Year (Annualized) 20.69 5.68 -0.45 6
10-Year (Annualized) 5.64 -1.41 -2.40 73

See Also:

Top Davis Funds Funds