Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Wednesday, December 30, 2009, 11:36PM ET - U.S. Markets Closed. Dow Up 0.03% Nasdaq Up 0.13%
Davis Opportunity C (DGOCX)On Dec 30: 18.23  Down 0.01 (0.05%)  
MORE ON DGOCX
Quotes
Charts
News & Info
Fund
HerePerformance
Analyst


Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Average
Year to Date Return:40.24%
5-Year Average Return:-0.42%
Number of Years Up:3
Number of Years Down:2
Best 1-Yr Total Return (2006):16.70%
Worst 1-Yr Total Return (2008):-45.15%
Best 3-Yr Total Return (2004-6):12.14%
Worst 3-Yr Total Return (2006-8):-14.43%
LOAD ADJUSTED RETURNS 
1-Year:0.44%
3-Year:-8.29%
5-Year:0.20%
10-Year:4.47%
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnDGOCXCategoryDiffIndex*Diff
Year To Date40.2431.209.0424.0716.17
1-Month6.965.671.296.000.96
3-Month9.018.180.837.911.1
1-Year45.6734.0411.6325.3920.28
3-Year-8.31-3.89-4.42-5.79-2.52
5-Year-0.421.25-1.670.71-1.13
Last Bull Market ( 28-Feb-09 to 30-Sep-09)51.7043.847.8645.765.94
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-12.99-18.035.04-18.255.26
* Index means [ S&P 500 TR ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearDGOCXCategoryDiff
2009N/AN/AN/A
2008
 
-45.15-40.67-4.48
2007
 
-2.1413.35-15.49
2006
 
16.707.059.65
2005
 
7.486.710.77
2004
 
12.447.814.63
2003
 
39.8728.6611.21
2002
 
-14.29-27.6413.35
2001
 
-8.90-22.3013.40
2000
 
10.42-13.0523.47
1999
 
30.3238.87-8.55
PAST QUARTERLY RETURNS (%) FOR DGOCX 
Q1Q2Q3Q4
2009-4.4422.1815.09N/A
2008-13.06-5.06-11.97-24.51
2007-0.916.55-0.79-6.57
20068.58-2.723.306.95
2005-0.561.783.972.14
20044.46-0.65-2.9311.62
2003-6.3924.866.7212.12
20026.73-12.50-17.1810.82
2001-9.237.88-18.4014.02
20009.57-2.201.941.07
1999N/AN/AN/A26.24
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date254181813.97
1-Month419190621.98
3-Month761190439.97
6-Month205186610.99
1-Year274181515.10
3-Year1249153781.26
5-Year820127364.41

Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Performance for Another Symbol: Symbol Lookup
Top Performers by StyleProspectus Finder