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)

Risk

Volatility Measurements

Updated 02.28.2014

Standard Deviation 14.61
Mean 0.66
Sharpe Ratio 0.54
Bear Market Decile Rank 96

Modern Portfolio Theory Statistics

Updated 02.28.2014

Standard Index
Morningstar Moderate Target Risk
Best Fit Index
Morningstar Mid Cap TR USD
R-Squared 84.28 92.98
Beta 1.61 0.94
Alpha -5.36 -6.71

See Also:

Top Davis Funds Funds