Davis New York Venture Fund

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

Fund Performance

The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 3 for one year, 3 for five years, and 5 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.

Value Line 2014-03-12

Hypothetical Growth of $10,000

Updated 02.28.2014

Trailing Total Returns

Updated 02.28.2014

Total Return % + / - S&P 500 TR USD + / - Russell 1000 TR USD % Rank
Year-to-date 0.96 0.00 -0.44 45
1-Month 5.43 0.86 0.68 7
3-Month 3.75 0.23 -0.39 36
6-Month 14.63 -0.44 -1.03 55
1-Year 25.45 0.08 -0.88 43
3-Year (Annualized) 11.14 -3.21 -3.46 80
5-Year (Annualized) 21.20 -1.80 -2.43 59
10-Year (Annualized) 5.48 -1.69 -2.11 86

See Also:

Top Davis Funds Funds