Davis New York Venture Fund

Scorecard
2 / 5 Stars
Lipper
2 2 4 1 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 1.04 0.08 -0.37 43
1-Month 5.46 0.88 0.71 7
3-Month 3.84 0.33 -0.29 32
6-Month 14.90 -0.17 -0.77 47
1-Year 26.07 0.69 -0.27 37
3-Year (Annualized) 11.68 -2.67 -2.92 74
5-Year (Annualized) 21.76 -1.24 -1.87 50
10-Year (Annualized) 5.98 -1.18 -1.60 76

See Also:

Top Davis Funds Funds