DCSCX - Davis Appreciation & Income Fund Class C
Nasdaq - Nasdaq Delayed Price. Currency in USD
Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return9.06%
5-Year Average Return4.52%
Number of Years Up16
Number of Years Down9
Best 1 Yr Total Return (Jun 6, 2023)48.36%
Worst 1 Yr Total Return (Jun 6, 2023)N/A
Best 3-Yr Total Return48.36%
Worst 3-Yr Total Return0.23%
Trailing Returns (%) Vs. Benchmarks
ReturnDCSCXCategory
YTD9.06%11.35%
1-Month5.33%0.99%
3-Month4.78%5.92%
1-Year1.69%32.83%
3-Year8.71%11.75%
5-Year4.52%11.53%
10-Year5.43%8.98%
Last Bull Market42.91%17.67%
Last Bear Market-15.20%-15.71%
Annual Total Return (%) History
YearDCSCXCategory
2023N/AN/A
2022-16.28%N/A
202124.77%N/A
20203.93%13.51%
201919.38%21.35%
2018-8.72%-7.93%
201715.48%15.80%
20168.33%7.93%
2015-11.04%-2.77%
20144.48%5.71%
201327.40%21.31%
20127.54%13.42%
2011-8.21%-3.80%
201019.43%13.49%
200948.36%29.37%
2008-41.85%-34.34%
20070.50%7.43%
200614.21%13.07%
20055.34%7.35%
200412.05%10.93%
200325.75%25.10%
2002-2.04%-14.51%
2001-8.44%-9.67%
2000-1.83%-1.68%
199911.98%20.12%
1998-2.61%10.44%
1997N/A18.36%
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
20233.39%N/AN/AN/A
2022-4.27%-15.20%-5.73%9.41%
202113.09%6.29%0.22%3.57%
2020-22.63%12.93%3.18%15.27%
20198.67%1.81%1.72%6.08%
2018-1.48%2.50%2.80%-12.08%
20173.52%3.15%3.60%4.39%
2016-0.59%2.47%3.51%2.74%
20150.97%-0.32%-13.10%1.72%
20143.98%2.91%1.11%-3.42%
20138.70%0.58%6.67%9.25%
201211.45%-5.84%0.70%1.76%
20118.01%-3.08%-18.44%7.52%
20107.81%-8.19%8.42%11.29%
2009-3.14%22.31%23.31%1.56%
2008-6.74%-2.95%-9.68%-28.87%
20072.41%3.21%0.41%-5.31%
20064.67%0.68%3.16%5.06%
2005-2.10%3.93%2.15%1.34%
20044.47%-1.91%2.22%6.98%
20032.60%10.12%2.24%8.86%
20025.22%-3.34%-11.61%8.97%
2001-5.57%4.51%-13.41%7.16%
20006.72%0.50%-1.12%-7.43%
19991.51%10.97%-8.15%8.23%
19982.09%-2.20%-9.37%7.62%
19970.22%N/AN/AN/A
Rank In Category (By Total Return)
YTD27
1-Month4
3-Month50
1-Year58
3-Year15
5-Year78
Load Adjusted Returns
1-Year-2.60%
3-Year10.06%
5-Year4.30%
10-Year5.09%
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