Davis Financial Fund

Scorecard
3 / 5 Stars
Lipper
3 2 4 4 3
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

Risk

Volatility Measurements

Updated 06.30.2014

Standard Deviation 12.91
Mean 1.06
Sharpe Ratio 0.98
Bear Market Decile Rank 23

Modern Portfolio Theory Statistics

Updated 06.30.2014

Standard Index
MSCI ACWI NR USD
Best Fit Index
Morningstar Mid Value TR USD
R-Squared 87.06 89.96
Beta 0.84 0.85
Alpha 3.53 -3.0

See Also:

Top Davis Funds Funds