Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DGOYX (DAVIS OPPORTUNITY FUND CLASS Y) | 10.94% | 29.89% | 21.02% | 6.46% | 10.77% | 11.46% | 8.63% | … | … |
Data as of 06/05/2026, Common starting date is 02/11/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DGOYX (DAVIS OPPORTUNITY FUND CLASS Y) | 02/11/2000 | 06/05/2026 |
| 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 (%) | -0.76 | 29.89 | 21.02 | 6.46 | 10.77 | 11.46 | 8.63 | … | … | 10.94 | 22.20 | 12.95 | 22.49 | -19.78 | 15.30 | 10.46 | 25.82 | -13.21 | 23.41 | 15.57 | 5.07 | 7.62 | 42.40 | 12.43 | -3.38 | 14.35 | 45.33 | -44.57 | -1.19 | 17.90 | 8.74 | 13.76 | 41.42 | -13.30 | -7.81 | 9.73 |
| Sharpe Ratio | NA | 2.04 | 1.14 | 0.21 | 0.51 | NA | NA | … | … | 1.72 | 1.05 | 0.66 | 1.23 | -0.85 | 0.95 | 0.33 | 1.77 | -0.91 | 2.68 | 0.98 | 0.31 | 0.55 | 3.75 | 0.99 | -0.16 | 0.87 | 1.73 | -1.10 | -0.28 | 1.38 | 0.66 | 1.27 | 2.46 | -0.64 | -0.50 | 0.24 |
| Standard Deviation(%) | NA | 13.32 | 15.58 | 18.26 | 18.16 | NA | NA | … | … | 14.52 | 18.55 | 14.05 | 15.49 | 24.95 | 16.07 | 30.40 | 13.74 | 16.17 | 8.51 | 15.73 | 16.08 | 13.90 | 11.30 | 12.54 | 20.75 | 16.33 | 26.17 | 41.20 | 15.82 | 10.57 | 9.81 | 10.04 | 16.52 | 22.43 | 20.83 | 28.50 |
| Draw Down(%) | NA | 10.12 | 17.65 | 31.22 | 33.52 | NA | NA | … | … | 10.12 | 17.27 | 9.59 | 13.25 | 25.89 | 13.01 | 33.52 | 8.82 | 23.21 | 4.01 | 13.49 | 14.52 | 9.15 | 4.57 | 11.29 | 20.48 | 14.53 | 22.29 | 54.90 | 13.70 | 11.82 | 8.67 | 11.69 | 14.28 | 33.02 | 27.80 | 17.19 |
| Yield(%) | 0.00 | 13.44 | 12.88 | 6.07 | 7.50 | 9.53 | 7.07 | … | … | 0.00 | 14.05 | 15.70 | 6.96 | 0.56 | 0.43 | 0.71 | 6.14 | 10.47 | 3.35 | 2.69 | 17.91 | 11.57 | 0.53 | 1.74 | 2.82 | 1.72 | 0.97 | 0.26 | 7.20 | 4.35 | 3.91 | 0.00 | 0.00 | 0.00 | 1.54 | 25.13 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| DGOYX (DAVIS OPPORTUNITY FUND CLASS Y) |
-18.17%
Feb 2006 – Feb 2009 |
-7.83%
Feb 2004 – Feb 2009 |
1.57%
Aug 2000 – Aug 2010 |
5.63%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGOYX (DAVIS OPPORTUNITY FUND CLASS Y) |
26.59%
Mar 2003 – Mar 2006 |
25.13%
Feb 2009 – Feb 2014 |
16.16%
Feb 2009 – Feb 2019 |
13.41%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart