Davis Financial Fund

Scorecard
3 / 5 Stars
Lipper
3 3 4 5 3
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

Fund Performance

Hypothetical Growth of $10,000

Updated 06.30.2014

Trailing Total Returns

Updated 06.30.2014

Total Return % + / - MSCI ACWI NR USD + / - S&P 1500 Financials TR % Rank
Year-to-date 5.48 -0.70 0.30 14
1-Month 2.96 1.08 0.32 41
3-Month 5.17 0.13 2.82 7
6-Month 5.48 -0.70 0.30 14
1-Year 20.04 -2.91 1.14 43
3-Year (Annualized) 12.74 2.49 -3.18 56
5-Year (Annualized) 15.12 0.84 -1.00 48
10-Year (Annualized) 4.71 -2.76 4.00 35

See Also:

Top Davis Funds Funds