Davis Appreciation & Income Fund

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

Fund Performance

Hypothetical Growth of $10,000

Updated 06.30.2014

Trailing Total Returns

Updated 06.30.2014

Total Return % + / - Morningstar Moderate Target Risk + / - Morningstar Aggressive Target Risk % Rank
Year-to-date 7.45 1.67 0.61 12
1-Month 3.47 1.91 1.10 2
3-Month 3.15 -0.53 -1.57 93
6-Month 7.45 1.67 0.61 12
1-Year 25.77 10.12 2.97 1
3-Year (Annualized) 9.63 0.45 -2.36 75
5-Year (Annualized) 15.96 3.92 -0.41 10
10-Year (Annualized) 7.13 -0.38 -1.45 39

See Also:

Top Davis Funds Funds