Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DREBX (DAVIS REAL ESTATE FUND CLASS B) | NA | 0.48% | 6.65% | 6.56% | 2.78% | 8.11% | 6.94% | … | … |
Data as of 09/11/2017, Common starting date is 12/28/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DREBX (DAVIS REAL ESTATE FUND CLASS B) | 12/28/1994 | 09/11/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.51 | 0.48 | 6.65 | 6.56 | 2.78 | 8.11 | 6.94 | … | … | 4.07 | 8.51 | 0.58 | 26.30 | -2.71 | 15.61 | 8.43 | 18.53 | 30.37 | -47.76 | -15.71 | 33.51 | 12.02 | 32.36 | 37.44 | 6.01 | 5.48 | 28.13 | -8.36 | -15.73 | 23.20 | 34.16 | 16.58 | -0.07 |
| Sharpe Ratio | NA | 0.12 | 0.46 | 0.48 | 0.08 | NA | NA | … | … | 0.54 | 0.53 | 0.03 | 2.58 | -0.19 | 1.29 | 0.32 | 0.81 | 0.56 | -0.81 | -0.85 | 2.32 | 0.68 | 1.95 | 3.39 | 0.35 | 0.30 | 2.26 | -1.12 | -1.34 | -3.52 | 4.74 | 1.26 | -0.63 |
| Standard Deviation(%) | NA | 12.30 | 14.28 | 13.48 | 30.42 | NA | NA | … | … | 10.07 | 15.55 | 15.86 | 10.19 | 14.23 | 12.13 | 25.99 | 22.85 | 54.05 | 59.83 | 22.19 | 13.06 | 14.38 | 16.12 | 10.84 | 13.93 | 10.62 | 10.65 | 10.35 | 14.21 | 9.05 | 6.40 | 10.12 | 19.14 |
| Draw Down(%) | NA | 10.57 | 16.52 | 16.52 | 72.51 | NA | NA | … | … | 5.72 | 13.19 | 16.52 | 7.10 | 16.25 | 9.30 | 20.79 | 14.35 | 39.52 | 63.52 | 26.60 | 9.65 | 9.41 | 16.96 | 6.51 | 17.32 | 13.23 | 7.47 | 21.51 | 26.09 | 7.33 | 4.44 | 6.81 | 0.88 |
| Yield(%) | 0.00 | 0.49 | 0.29 | 0.26 | 2.46 | 6.74 | 5.81 | … | … | 0.00 | 0.62 | 0.10 | 0.30 | 0.13 | 0.07 | 0.18 | 0.45 | 0.79 | 2.48 | 19.37 | 18.02 | 10.15 | 1.75 | 3.81 | 3.80 | 4.36 | 6.67 | 3.60 | 2.88 | 3.52 | 4.49 | 4.50 | 0.14 |
Data as of 09/11/2017, Common starting date is 12/28/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DREBX (DAVIS REAL ESTATE FUND CLASS B) |
-28.81%
Mar 2006 – Mar 2009 |
-11.24%
Mar 2004 – Mar 2009 |
0.57%
Jan 2007 – Jan 2017 |
6.43%
Nov 1997 – Nov 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DREBX (DAVIS REAL ESTATE FUND CLASS B) |
37.87%
Mar 2009 – Mar 2012 |
25.22%
Jan 2002 – Jan 2007 |
15.36%
Mar 1996 – Mar 2006 |
10.46%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart