Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DCSCX (DAVIS APPRECIATION & INCOME FUND CLASS C) | 8.47% | 24.26% | 19.28% | 9.17% | 9.82% | 7.68% | 6.50% | … | … |
Data as of 06/04/2026, Common starting date is 09/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DCSCX (DAVIS APPRECIATION & INCOME FUND CLASS C) | 09/30/1997 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 24.26 | 19.28 | 9.17 | 9.82 | 7.68 | 6.50 | … | … | 8.47 | 20.40 | 14.97 | 22.06 | -17.56 | 24.77 | 3.93 | 19.38 | -8.72 | 15.48 | 8.33 | -11.04 | 4.48 | 27.41 | 7.54 | -8.20 | 19.25 | 48.36 | -41.85 | 0.50 | 14.22 | 5.34 | 12.62 | 26.68 | -1.39 | -7.84 | -1.82 | 8.49 | -4.21 | -4.39 |
| Sharpe Ratio | NA | 2.34 | 1.44 | 0.48 | 0.56 | NA | NA | … | … | 1.74 | 1.34 | 1.08 | 1.57 | -0.93 | 1.99 | 0.13 | 1.70 | -0.81 | 2.62 | 0.58 | -0.73 | 0.37 | 2.26 | 0.54 | -0.38 | 1.20 | 1.86 | -1.27 | -0.27 | 1.78 | 0.52 | 1.69 | 4.07 | -0.22 | -0.75 | -0.38 | 0.45 | -0.69 | -1.30 |
| Standard Deviation(%) | NA | 8.97 | 11.27 | 13.83 | 14.73 | NA | NA | … | … | 9.81 | 13.08 | 10.47 | 11.81 | 20.55 | 12.43 | 28.23 | 10.56 | 12.49 | 5.67 | 14.02 | 15.20 | 12.22 | 12.12 | 14.08 | 21.79 | 15.96 | 25.89 | 33.61 | 9.85 | 6.11 | 5.95 | 6.87 | 6.38 | 11.57 | 13.87 | 15.76 | 11.31 | 11.07 | 15.31 |
| Draw Down(%) | NA | 6.85 | 11.29 | 26.02 | 30.78 | NA | NA | … | … | 6.85 | 11.29 | 7.43 | 8.94 | 26.02 | 4.78 | 30.78 | 6.91 | 17.12 | 2.51 | 16.43 | 18.89 | 11.22 | 7.30 | 12.78 | 24.69 | 14.21 | 20.76 | 53.31 | 8.35 | 4.02 | 3.60 | 6.60 | 3.12 | 18.91 | 20.94 | 18.19 | 13.41 | 18.51 | 7.47 |
| Yield(%) | 0.00 | 6.16 | 6.05 | 3.40 | 2.99 | 2.49 | 2.63 | … | … | 0.14 | 6.51 | 7.11 | 2.65 | 0.37 | 0.00 | 0.10 | 1.51 | 0.29 | 0.17 | 0.35 | 0.23 | 0.28 | 0.54 | 0.94 | 0.84 | 0.66 | 1.50 | 1.25 | 5.63 | 7.71 | 3.70 | 2.24 | 3.33 | 3.56 | 3.08 | 3.25 | 2.34 | 1.73 | 0.61 |
Data as of 06/04/2026, Common starting date is 09/30/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DCSCX (DAVIS APPRECIATION & INCOME FUND CLASS C) |
-16.86%
Feb 2006 – Feb 2009 |
-7.41%
Feb 2004 – Feb 2009 |
-1.44%
Feb 1999 – Feb 2009 |
2.88%
Nov 1997 – Nov 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DCSCX (DAVIS APPRECIATION & INCOME FUND CLASS C) |
26.49%
Feb 2009 – Feb 2012 |
20.80%
Feb 2009 – Feb 2014 |
11.25%
Feb 2009 – Feb 2019 |
10.44%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart