Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DGFBX (DAVIS GLOBAL FUND CLASS B) | NA | 17.46% | 8.02% | 13.29% | 3.50% | NA | NA | … | … |
Data as of 09/11/2017, Common starting date is 12/28/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DGFBX (DAVIS GLOBAL FUND CLASS B) | 12/28/2005 | 09/11/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.46 | 8.02 | 13.29 | 3.50 | NA | NA | … | … | 18.68 | 8.83 | 1.36 | 1.10 | 32.73 | 13.91 | -14.56 | 13.68 | 43.90 | -50.44 | 16.14 | 27.59 | 0.15 |
| Sharpe Ratio | NA | 1.78 | 0.53 | 0.93 | 0.14 | NA | NA | … | … | 2.94 | 0.50 | 0.09 | 0.08 | 2.63 | 0.92 | -0.61 | 0.77 | 1.51 | -1.17 | 0.77 | 1.93 | 1.55 |
| Standard Deviation(%) | NA | 10.14 | 14.76 | 14.09 | 22.51 | NA | NA | … | … | 9.38 | 17.02 | 15.60 | 13.72 | 12.41 | 15.12 | 23.95 | 17.66 | 28.97 | 43.85 | 17.18 | 12.63 | 11.39 |
| Draw Down(%) | NA | 7.33 | 23.24 | 23.24 | 66.06 | NA | NA | … | … | 2.43 | 15.32 | 17.22 | 11.29 | 7.12 | 14.35 | 28.53 | 15.71 | 28.90 | 61.11 | 12.56 | 14.95 | 0.43 |
| Yield(%) | 0.00 | 0.00 | 2.23 | 1.99 | 0.85 | 0.88 | 0.66 | … | … | 0.00 | 0.00 | 6.20 | 0.81 | 0.00 | 0.05 | 0.00 | 0.62 | 0.00 | 0.00 | 0.68 | 0.64 | 0.23 |
Data as of 09/11/2017, Common starting date is 12/28/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGFBX (DAVIS GLOBAL FUND CLASS B) |
-17.84%
Feb 2006 – Feb 2009 |
-7.40%
Oct 2007 – Oct 2012 |
3.09%
Dec 2006 – Dec 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGFBX (DAVIS GLOBAL FUND CLASS B) |
24.56%
Feb 2009 – Feb 2012 |
22.37%
Feb 2009 – Feb 2014 |
4.39%
Sep 2006 – Sep 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart