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Wednesday, February 10, 2010, 11:17AM ET - U.S. Markets close in 4 hours and 43 minutes. Dow Down 0.51% Nasdaq Down 0.62%
Davis Appreciation & Income Y (DCSYX)On Feb 9: 23.24  Up 0.31 (1.35%)  
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Performance  As of 31-Jan-10Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Average
Year to Date Return:-2.73%
5-Year Average Return:2.03%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2009):50.05%
Worst 1-Yr Total Return (2008):-41.25%
Best 3-Yr Total Return (2005-7):7.70%
Worst 3-Yr Total Return (2006-8):-11.68%
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnDCSYXCategoryDiffIndex*Diff
Year To Date-2.73-1.95-0.78N/AN/A
1-Month-2.73-1.95-0.78N/AN/A
3-Month2.223.10-0.88N/AN/A
1-Year54.5327.8026.73N/AN/A
3-Year-5.17-2.95-2.22N/AN/A
5-Year2.031.920.11N/AN/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)66.8133.9732.84N/AN/A
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-10.21-9.11-1.1N/AN/A
* Index means [ ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearDCSYXCategoryDiff
2009
 
50.0524.1325.92
2008
 
-41.25-28.00-13.25
2007
 
1.555.99-4.44
2006
 
15.4911.294.20
2005
 
6.525.131.39
2004
 
13.358.864.49
2003
 
27.1320.356.78
2002
 
-0.96-12.0211.06
2001
 
-7.43-5.05-2.38
2000
 
-0.701.82-2.52
PAST QUARTERLY RETURNS (%) FOR DCSYX 
Q1Q2Q3Q4
2009-2.8422.6623.651.82
2008-6.49-2.68-9.44-28.71
20072.683.480.64-5.04
20064.960.963.445.38
2005-1.854.222.461.62
20044.79-1.642.547.25
20032.9010.402.519.17
20025.51-3.12-11.349.29
2001-5.364.85-13.197.46
20007.000.82-0.87-7.13
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date872124669.98
1-Month1046124683.95
3-Month540122843.97
6-Month2412211.97
1-Year511760.43
3-Year65496467.84
5-Year32278940.81

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