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

Wednesday, December 30, 2009, 4:59AM ET - U.S. Markets open in 4 hours and 31 minutes. Dow Down 0.02% Nasdaq  0.00%
Davis Appreciation & Income A (RPFCX)On Dec 29: 24.17  Down 0.10 (0.41%)  
MORE ON RPFCX
Quotes
Charts
News & Info
Fund
HerePerformance
Analyst


Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Below average
Year to Date Return:45.43%
5-Year Average Return:1.48%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2006):15.19%
Worst 1-Yr Total Return (2008):-41.43%
Best 3-Yr Total Return (2004-6):11.45%
Worst 3-Yr Total Return (2006-8):-11.91%
LOAD ADJUSTED RETURNS 
1-Year:-0.21%
3-Year:-4.35%
5-Year:1.75%
10-Year:3.66%
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnRPFCXCategoryDiffIndex*Diff
Year To Date45.4322.2123.22N/AN/A
1-Month2.113.58-1.47N/AN/A
3-Month3.475.74-2.27N/AN/A
1-Year56.0926.1429.95N/AN/A
3-Year-4.76-2.18-2.58N/AN/A
5-Year1.482.20-0.72N/AN/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)66.5333.9932.54N/AN/A
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-10.49-9.13-1.36N/AN/A
* Index means [ ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearRPFCXCategoryDiff
2009N/AN/AN/A
2008
 
-41.43-28.00-13.43
2007
 
1.315.99-4.68
2006
 
15.1911.293.90
2005
 
6.295.131.16
2004
 
13.088.864.22
2003
 
26.9420.356.59
2002
 
-1.21-12.0210.81
2001
 
-7.56-5.05-2.51
2000
 
-0.971.82-2.79
1999
 
12.9710.712.26
PAST QUARTERLY RETURNS (%) FOR RPFCX 
Q1Q2Q3Q4
2009-2.9122.5523.58N/A
2008-6.56-2.77-9.52-28.75
20072.633.430.57-5.10
20064.900.893.355.31
2005-1.854.142.381.57
20044.69-1.662.457.20
20032.8610.392.439.15
20025.43-3.14-11.439.21
2001-5.384.77-13.207.43
20006.900.74-0.90-7.21
1999N/AN/AN/A8.50
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date1111840.93
1-Month271123321.98
3-Month1056122985.92
6-Month1212080.99
1-Year911830.76
3-Year61993266.42
5-Year39578450.38

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