Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DGFYX (DAVIS GLOBAL FUND CLASS Y) | 2.72% | 23.12% | 21.55% | 4.28% | 9.91% | 9.29% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/09/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DGFYX (DAVIS GLOBAL FUND CLASS Y) | 08/09/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.91 | 23.12 | 21.55 | 4.28 | 9.91 | 9.29 | NA | … | … | 2.72 | 32.17 | 22.92 | 17.47 | -16.32 | -13.87 | 22.98 | 32.04 | -20.52 | 33.59 | 10.61 | 2.93 | 2.80 | 34.77 | 15.74 | -13.35 | 15.37 | 44.30 | -50.30 | 3.10 |
| Sharpe Ratio | NA | 1.41 | 1.08 | 0.07 | 0.41 | NA | NA | … | … | 0.12 | 1.53 | 1.16 | 0.79 | -0.62 | -0.66 | 0.73 | 1.91 | -1.16 | 3.58 | 0.61 | 0.19 | 0.20 | 2.80 | 1.04 | -0.56 | 0.86 | 1.52 | -1.17 | 0.26 |
| Standard Deviation(%) | NA | 14.32 | 17.31 | 20.99 | 20.31 | NA | NA | … | … | 16.00 | 19.24 | 16.58 | 17.53 | 28.86 | 21.17 | 31.08 | 15.97 | 18.98 | 9.24 | 17.04 | 15.61 | 13.65 | 12.41 | 15.17 | 23.94 | 17.70 | 29.07 | 43.81 | 21.64 |
| Draw Down(%) | NA | 12.67 | 16.89 | 47.12 | 47.65 | NA | NA | … | … | 12.67 | 16.89 | 11.38 | 15.95 | 32.41 | 29.87 | 32.38 | 10.80 | 29.85 | 2.41 | 15.15 | 16.74 | 10.87 | 7.00 | 14.10 | 28.07 | 15.56 | 28.81 | 60.68 | 11.92 |
| Yield(%) | 0.00 | 8.89 | 9.37 | 4.02 | 5.04 | 5.30 | 3.46 | … | … | 0.00 | 9.86 | 14.59 | 1.49 | 0.11 | 1.11 | 0.08 | 2.73 | 6.86 | 0.15 | 0.00 | 6.02 | 1.19 | 0.83 | 1.68 | 0.53 | 2.08 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/09/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGFYX (DAVIS GLOBAL FUND CLASS Y) |
-10.75%
Oct 2007 – Oct 2010 |
-6.72%
Oct 2007 – Oct 2012 |
4.31%
Oct 2007 – Oct 2017 |
1.65%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGFYX (DAVIS GLOBAL FUND CLASS Y) |
28.28%
Oct 2022 – Oct 2025 |
23.95%
Feb 2009 – Feb 2014 |
14.97%
Feb 2009 – Feb 2019 |
11.16%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart