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Friday, December 4, 2009, 4:39PM ET - U.S. Markets Closed. Dow Up 0.22% Nasdaq Up 0.98%
Davis Appreciation & Income C (DCSCX)On Dec 3: 23.50  Down 0.08 (0.34%)  
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Performance  As of 31-Oct-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Below average
Year to Date Return:41.40%
5-Year Average Return:0.85%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2006):14.21%
Worst 1-Yr Total Return (2008):-41.85%
Best 3-Yr Total Return (2004-6):10.47%
Worst 3-Yr Total Return (2006-8):-12.61%
LOAD ADJUSTED RETURNS 
1-Year:2.90%
3-Year:-3.56%
5-Year:1.90%
10-Year:3.27%
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnDCSCXCategoryDiffIndex*Diff
Year To Date41.4018.1623.24N/AN/A
1-Month-3.20-1.24-1.96N/AN/A
3-Month9.414.714.7N/AN/A
1-Year33.4815.7317.75N/AN/A
3-Year-5.43-2.66-2.77N/AN/A
5-Year0.852.10-1.25N/AN/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)65.7933.3232.47N/AN/A
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-11.22-8.51-2.71N/AN/A
* Index means [ ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearDCSCXCategoryDiff
2009N/AN/AN/A
2008
 
-41.85-28.00-13.85
2007
 
0.505.99-5.49
2006
 
14.2111.292.92
2005
 
5.345.130.21
2004
 
12.058.863.19
2003
 
25.7520.355.40
2002
 
-2.04-12.029.98
2001
 
-8.44-5.05-3.39
2000
 
-1.831.82-3.65
1999
 
11.9810.711.27
PAST QUARTERLY RETURNS (%) FOR DCSCX 
Q1Q2Q3Q4
2009-3.1422.3123.31N/A
2008-6.74-2.95-9.68-28.87
20072.413.210.41-5.31
20064.670.683.165.06
2005-2.103.932.151.34
20044.47-1.912.226.98
20032.6010.122.248.86
20025.22-3.34-11.618.97
2001-5.574.51-13.417.16
20006.720.50-1.12-7.43
1999N/AN/AN/A8.23
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date1212110.99
1-Month1245125898.97
3-Month678125653.98
6-Month1212200.98
1-Year312040.25
3-Year65595068.95
5-Year48679661.06

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