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 03.31.2014

Trailing Total Returns

Updated 03.31.2014

Total Return % + / - Morningstar Moderate Target Risk + / - Morningstar Aggressive Target Risk % Rank
Year-to-date 3.92 1.89 1.90 6
1-Month 2.04 1.67 1.44 3
3-Month 3.92 1.89 1.90 6
6-Month 13.48 6.73 4.02 3
1-Year 21.68 10.74 4.17 1
3-Year (Annualized) 6.45 -1.71 -3.84 95
5-Year (Annualized) 18.92 5.05 -0.49 8
10-Year (Annualized) 5.66 -1.42 -2.48 76

See Also:

Top Davis Funds Funds