Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DGFCX (DAVIS GLOBAL FUND CLASS C) | -0.20% | 16.78% | 18.49% | 2.78% | 8.47% | 7.95% | 6.55% | … | … |
Data as of 06/09/2026, Common starting date is 12/28/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DGFCX (DAVIS GLOBAL FUND CLASS C) | 12/28/2005 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.73 | 16.78 | 18.49 | 2.78 | 8.47 | 7.95 | 6.55 | … | … | -0.20 | 30.79 | 21.58 | 16.25 | -17.17 | -15.48 | 21.71 | 30.66 | -21.31 | 32.32 | 9.38 | 1.93 | 1.55 | 33.16 | 14.29 | -14.34 | 14.03 | 43.78 | -50.42 | 15.99 | 27.78 | 0.15 |
| Sharpe Ratio | NA | 1.09 | 0.93 | 0.00 | 0.34 | NA | NA | … | … | -0.15 | 1.46 | 1.08 | 0.73 | -0.65 | -0.72 | 0.69 | 1.83 | -1.20 | 3.44 | 0.54 | 0.12 | 0.11 | 2.66 | 0.95 | -0.60 | 0.79 | 1.51 | -1.17 | 0.75 | 1.94 | 1.54 |
| Standard Deviation(%) | NA | 14.63 | 17.30 | 21.09 | 20.38 | NA | NA | … | … | 16.39 | 19.24 | 16.59 | 17.50 | 28.85 | 21.62 | 31.07 | 15.99 | 18.99 | 9.25 | 17.05 | 15.66 | 13.68 | 12.44 | 15.11 | 24.00 | 17.73 | 28.99 | 43.84 | 17.22 | 12.62 | 11.38 |
| Draw Down(%) | NA | 12.88 | 16.99 | 47.44 | 48.93 | NA | NA | … | … | 12.88 | 16.99 | 11.57 | 16.19 | 32.96 | 30.96 | 32.51 | 10.90 | 30.50 | 2.41 | 15.30 | 17.05 | 11.15 | 7.09 | 14.37 | 28.45 | 15.69 | 28.90 | 61.09 | 12.56 | 14.89 | 0.43 |
| Yield(%) | 0.00 | 8.64 | 8.83 | 3.66 | 4.37 | 4.41 | 3.78 | … | … | 0.00 | 9.71 | 14.77 | 0.36 | 0.00 | 0.03 | 0.00 | 1.55 | 6.83 | 0.00 | 0.00 | 6.13 | 0.81 | 0.00 | 0.38 | 0.00 | 0.86 | 0.00 | 0.00 | 0.68 | 0.64 | 0.23 |
Data as of 06/09/2026, Common starting date is 12/28/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGFCX (DAVIS GLOBAL FUND CLASS C) |
-17.82%
Feb 2006 – Feb 2009 |
-7.25%
Oct 2007 – Oct 2012 |
3.36%
Dec 2006 – Dec 2016 |
0.68%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGFCX (DAVIS GLOBAL FUND CLASS C) |
26.94%
Oct 2022 – Oct 2025 |
22.68%
Feb 2009 – Feb 2014 |
13.78%
Feb 2009 – Feb 2019 |
9.95%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart