DCSCX - Davis Appreciation & Income Fund Class C

Nasdaq - Nasdaq Delayed Price. Currency in USD

Risk Overview

Morningstar Risk Rating★★★★★
Number of Years Up16
Number of Years Down9
Best 1 Yr Total Return (May 25, 2023)48.36%
Worst 1 Yr Total Return (May 25, 2023)N/A

Risk Statistics

3 Years
DCSCXCategory Average
5 Years
DCSCXCategory Average
10 Years
DCSCXCategory Average
Alpha
3.12-0.02
-1.09-0.02
-1.54-0.01
BETA
1.230.01
1.340.01
1.390.01
Mean Annual Return
0.940.01
0.490.01
0.540.01
R-squared
85.950.94
88.720.93
82.730.93
Standard Deviation
16.110.16
170.13
14.50.12
Sharpe Ratio
0.620.01
0.250.01
0.380.01
Treynor Ratio
7.480.08
2.180.08
3.240.06