Davis New York Venture Fund

Scorecard
2 / 5 Stars
Lipper
2 3 4 4 2
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 1.09 0.13 -0.31 41
1-Month 5.47 0.89 0.72 6
3-Month 3.93 0.41 -0.21 30
6-Month 15.08 0.01 -0.59 41
1-Year 26.46 1.09 0.12 33
3-Year (Annualized) 12.02 -2.34 -2.59 70
5-Year (Annualized) 22.16 -0.85 -1.47 43
10-Year (Annualized) 6.30 -0.86 -1.28 67

See Also:

Top Davis Funds Funds