Davis Appreciation & Income Fund

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

Risk

Volatility Measurements

Updated 06.30.2014

Standard Deviation 14.53
Mean 0.77
Sharpe Ratio 0.64
Bear Market Decile Rank 98

Modern Portfolio Theory Statistics

Updated 06.30.2014

Standard Index
Morningstar Moderate Target Risk
Best Fit Index
Morningstar Mid Cap TR USD
R-Squared 83.82 91.5
Beta 1.63 0.94
Alpha -5.56 -5.93

See Also:

Top Davis Funds Funds