Finance Home - My Yahoo - Yahoo! - Help

Tuesday, December 8, 2009, 7:22AM ET - U.S. Markets open in 2 hours and 8 minutes. Dow  0.01% Nasdaq  0.00%

Davis Appreciation & Income B (DCSBX)

On Dec 7: 23.26   0.09 (0.39%)

MORE ON DCSBX

Quotes Summary Historical Prices Charts Interactive Basic Chart Basic Tech. Analysis News & Info Headlines Message Board Fund Profile Performance Holdings Risk Purchase Info Analyst Research Reports

Risk  As of 31-Oct-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: High Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2006): 14.20% Worst 1 Yr Total Return (2008): -41.92% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic DCSBX Category Alpha (against Standard Index) -3.23 -2.88 Beta (against Standard Index) 1.74 1.08 Mean Annual Return -5.50 -0.13 R-squared (against Standard Index) 90 93.44 Standard Deviation 24.08 14.69 Sharpe Ratio -0.21 N/A Treynor Ratio -4.56 N/A 5 Years Statistic DCSBX Category Alpha (against Standard Index) -3.87 -2.47 Beta (against Standard Index) 1.65 1.06 Mean Annual Return 0.80 0.23 R-squared (against Standard Index) 87 92.52 Standard Deviation 18.94 11.89 Sharpe Ratio -0.02 N/A Treynor Ratio -1.35 N/A 10 Years Statistic DCSBX Category Alpha (against Standard Index) -1.96 -2.17 Beta (against Standard Index) 1.44 1.05 Mean Annual Return 2.88 0.26 R-squared (against Standard Index) 79 86.72 Standard Deviation 15.96 11.31 Sharpe Ratio 0.08 N/A Treynor Ratio -0.07 N/A
Add to Portfolio     Set Alert     Email to a Friend Get Risk for Another Symbol: Symbol Lookup • Help with Risk Statistics • Planning Center