Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DGOCX (DAVIS OPPORTUNITY FUND CLASS C) | 12.51% | 30.92% | 20.42% | 4.20% | 8.96% | 9.87% | 7.17% | … | … |
Data as of 06/04/2026, Common starting date is 02/11/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DGOCX (DAVIS OPPORTUNITY FUND CLASS C) | 02/11/2000 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.75 | 30.92 | 20.42 | 4.20 | 8.96 | 9.87 | 7.17 | … | … | 12.51 | 20.80 | 11.68 | 21.21 | -23.29 | 10.19 | 8.34 | 24.56 | -14.07 | 22.16 | 14.40 | 3.98 | 6.52 | 40.95 | 11.24 | -4.40 | 13.07 | 43.65 | -45.15 | -2.19 | 16.69 | 7.51 | 12.44 | 39.87 | -14.29 | -8.90 | 8.45 |
| Sharpe Ratio | NA | 2.11 | 1.13 | 0.07 | 0.39 | NA | NA | … | … | 1.91 | 0.97 | 0.57 | 1.14 | -0.95 | 0.56 | 0.26 | 1.68 | -0.96 | 2.53 | 0.90 | 0.25 | 0.47 | 3.63 | 0.90 | -0.21 | 0.79 | 1.67 | -1.12 | -0.34 | 1.26 | 0.53 | 1.14 | 2.37 | -0.69 | -0.55 | 0.19 |
| Standard Deviation(%) | NA | 13.13 | 15.62 | 18.97 | 18.55 | NA | NA | … | … | 14.36 | 18.57 | 14.06 | 15.49 | 26.19 | 18.17 | 30.51 | 13.75 | 16.20 | 8.53 | 15.74 | 16.08 | 13.89 | 11.27 | 12.54 | 20.72 | 16.34 | 26.04 | 41.24 | 15.78 | 10.56 | 9.81 | 10.01 | 16.52 | 22.41 | 20.81 | 28.51 |
| Draw Down(%) | NA | 10.20 | 18.01 | 36.50 | 36.50 | NA | NA | … | … | 10.20 | 17.38 | 9.71 | 13.39 | 26.44 | 16.44 | 33.61 | 8.91 | 23.90 | 4.09 | 13.60 | 14.82 | 9.44 | 4.65 | 11.45 | 20.85 | 14.70 | 22.45 | 55.33 | 14.01 | 12.00 | 8.80 | 12.09 | 14.46 | 33.39 | 28.02 | 17.23 |
| Yield(%) | 0.00 | 20.68 | 17.47 | 7.37 | 8.33 | 9.87 | 7.02 | … | … | 0.00 | 21.50 | 22.28 | 8.34 | 0.00 | 0.00 | 0.00 | 7.28 | 13.37 | 3.72 | 3.34 | 21.12 | 12.92 | 0.00 | 0.64 | 1.77 | 0.63 | 0.00 | 0.00 | 6.99 | 3.59 | 3.04 | 0.00 | 0.00 | 0.00 | 1.64 | 25.97 |
Data as of 06/04/2026, Common starting date is 02/11/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGOCX (DAVIS OPPORTUNITY FUND CLASS C) |
-19.03%
Feb 2006 – Feb 2009 |
-8.82%
Feb 2004 – Feb 2009 |
0.43%
Aug 2000 – Aug 2010 |
4.22%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGOCX (DAVIS OPPORTUNITY FUND CLASS C) |
25.17%
Mar 2003 – Mar 2006 |
23.79%
Feb 2009 – Feb 2014 |
14.95%
Feb 2009 – Feb 2019 |
11.65%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart