Davis Appreciation & Income Fund

Scorecard
2 / 5 Stars
Lipper
3 1 1 5 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 1.87 0.21 0.46 26
1-Month 5.15 1.97 0.41 2
3-Month 5.27 2.61 2.00 3
6-Month 16.26 6.73 2.62 3
1-Year 23.39 10.87 3.53 2
3-Year (Annualized) 6.04 -2.18 -4.35 97
5-Year (Annualized) 20.84 5.83 -0.31 5
10-Year (Annualized) 5.72 -1.33 -2.32 70

See Also:

Top Davis Funds Funds