Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DILBX (DAVIS INTERNATIONAL FUND CLASS B) | NA | 18.51% | 4.00% | 8.60% | NA | NA | NA | … | … |
Data as of 09/11/2017, Common starting date is 12/29/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DILBX (DAVIS INTERNATIONAL FUND CLASS B) | 12/29/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 18.51 | 4.00 | 8.60 | NA | NA | NA | … | … | 26.64 | -0.40 | -2.77 | -4.31 | 19.58 | 16.29 | -22.77 | 14.14 | 36.87 | 2.39 |
| Sharpe Ratio | NA | 1.73 | 0.24 | 0.57 | NA | NA | NA | … | … | 3.81 | -0.03 | -0.17 | -0.30 | 1.55 | 0.99 | -0.87 | 0.71 | 1.27 | 96.94 |
| Standard Deviation(%) | NA | 10.86 | 15.83 | 14.83 | NA | NA | NA | … | … | 10.56 | 17.87 | 16.92 | 14.24 | 12.58 | 16.62 | 26.34 | 19.79 | 29.06 | 19.16 |
| Draw Down(%) | NA | 8.64 | 27.61 | 27.61 | NA | NA | NA | … | … | 3.78 | 15.70 | 19.91 | 12.83 | 9.66 | 15.05 | 35.17 | 18.19 | 29.19 | 0.00 |
| Yield(%) | 0.00 | 0.13 | 1.06 | 0.92 | 0.72 | 0.48 | 0.36 | … | … | 0.00 | 0.15 | 3.33 | 0.00 | 0.00 | 0.37 | 0.00 | 0.36 | 0.16 | 0.38 |
Data as of 09/11/2017, Common starting date is 12/29/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DILBX (DAVIS INTERNATIONAL FUND CLASS B) |
-2.51%
Dec 2013 – Dec 2016 |
-2.08%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DILBX (DAVIS INTERNATIONAL FUND CLASS B) |
19.56%
Feb 2009 – Feb 2012 |
16.86%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart