Davis Appreciation & Income Fund

Scorecard
3 / 5 Stars
Lipper
4 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 2.02 0.36 0.61 18
1-Month 5.20 2.03 0.46 2
3-Month 5.55 2.88 2.27 2
6-Month 16.84 7.31 3.19 2
1-Year 24.60 12.09 4.74 1
3-Year (Annualized) 7.10 -1.13 -3.30 89
5-Year (Annualized) 22.06 7.05 0.91 1
10-Year (Annualized) 6.84 -0.21 -1.20 34

See Also:

Top Davis Funds Funds