Davis Financial Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1997 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3.71 | 0 |
| 1998 | -2.57 | 7.31 | 3.31 | 1.84 | -1.77 | 4.25 | 0.17 | -19.03 | 3.41 | 9.39 | 5.46 | 3.93 | 13.3 |
| 1999 | -0.93 | -0.49 | 4.04 | 6.8 | -4.7 | 4.11 | -4.55 | -5.3 | -4.3 | 10.41 | -5.23 | -0.07 | -1.7 |
| 2000 | -3 | -10.59 | 19.98 | -0.34 | 4.95 | -1.73 | 7.09 | 9.61 | 0.45 | 0.03 | -5.41 | 9.73 | 30.9 |
| 2001 | -0.65 | -5.52 | -5.06 | 7.19 | 4.58 | -2.71 | -3.84 | -5.29 | -8.3 | -0.21 | 7.64 | 3.27 | -9.9 |
| 2002 | -3.89 | -1.14 | 4.85 | -1.04 | -0.06 | -9.14 | -8.65 | 1.69 | -10.03 | 4.78 | 4.76 | -2.18 | -19.7 |
| 2003 | -3.01 | -2.33 | -1.28 | 10.19 | 7.31 | 2.79 | 1.44 | 1.49 | 1.3 | 6.09 | 1.83 | 5.95 | 35.7 |
| 2004 | 3.83 | 3.91 | -1.52 | -3.68 | 1.74 | -0.58 | -4.28 | 0.75 | 1.21 | 1.94 | 4.25 | 3.51 | 11.1 |
| 2005 | -1.32 | 1.44 | -2.53 | -3.11 | 1.01 | 0.98 | 3.22 | -1.64 | 0.79 | 1.36 | 6.96 | 0.12 | 7.1 |
| 2006 | -0.43 | 0.64 | 1.72 | 1.59 | -2.72 | 0.13 | -1.08 | 3.56 | 5.08 | 1.66 | 3.19 | 3.34 | 17.7 |
| 2007 | 0.37 | -2.67 | -0.02 | 2.91 | 4.86 | -0.83 | -5.69 | -0.35 | 4.46 | 2.33 | -6.36 | -4.59 | -6.2 |
| 2008 | -3.86 | -5.83 | -4.9 | 6.13 | -1.04 | -12.3 | 0.75 | 2.14 | -9.2 | -19.19 | -9.99 | -1.51 | -46.9 |
| 2009 | -12 | -11.05 | 13.66 | 18.67 | 10.02 | -1.52 | 8.4 | 6.88 | 3.3 | -0.83 | 5.07 | 1.44 | 44.7 |
| 2010 | -4.13 | 0.78 | 7.57 | 0.98 | -9.63 | -2.61 | 7.11 | -3.97 | 8.4 | 2.67 | -1.15 | 5.49 | 10.3 |
| 2011 | 0.68 | 2.16 | 1.01 | 1.92 | -2.63 | -1.9 | -0.42 | -8.04 | -8.62 | 8.09 | -1.36 | -0.06 | -9.8 |
| 2012 | 4.51 | 5.81 | 3.1 | -0.72 | -5.71 | 2.6 | -0.12 | 0.87 | 3.42 | 0.68 | -0.79 | 2.72 | 17.1 |
| 2013 | 5.8 | 1.1 | 3.66 | 2.21 | 2.26 | -1.27 | 3.29 | -4.05 | 4.29 | 4.97 | 1.79 | 3.05 | 30.2 |
| 2014 | -4.97 | 3.66 | 1.82 | 0.26 | 1.87 | 2.96 | -2.2 | 3.45 | -1.3 | 3.33 | 2.6 | 0.37 | 12.1 |
| 2015 | -6.33 | 6.7 | -0.42 | 1.34 | 1.86 | 0.12 | 3.01 | -6.37 | -3.51 | 5.78 | 1.62 | -1.97 | 0.9 |
| 2016 | -7.8 | -1.6 | 6.27 | 3.06 | 2.06 | -4.33 | 3.63 | 3.56 | -1.91 | 2.06 | 7.31 | 1.98 | 14.1 |
| 2017 | 1.28 | 4.27 | -1.57 | 0.21 | -0.05 | 3.26 | 2.81 | -1.79 | 2.78 | 2.56 | 1.63 | 1.77 | 18.4 |
| 2018 | 5.41 | -2.74 | -3.09 | -0.05 | -0.72 | -0.66 | 4.37 | 0.97 | -1.28 | -6.71 | 2.36 | -9.95 | -12.4 |
| 2019 | 6.95 | 2.02 | -1.96 | 7.55 | -7.22 | 4.89 | 1.67 | -4.89 | 5.43 | 2.35 | 3.85 | -5.13 | 15.1 |
| 2020 | -3.78 | -10.78 | -24.08 | 8.77 | 2.19 | -0.62 | 3.03 | 5.07 | -10.91 | 0.99 | 18.28 | 6.11 | -12 |
| 2021 | -8.4 | 12.32 | 6.5 | 14.83 | 3.48 | -3.35 | -0.75 | 3.21 | -1.21 | 5.41 | -6.49 | -3.15 | 21.6 |
| 2022 | 2.74 | -1.37 | -1.43 | -9.07 | 3.66 | -10.9 | 5.14 | -3 | -7.99 | 11.57 | 7.41 | -7.05 | -12.3 |
| 2023 | 9.75 | -2.12 | -10.37 | 2.25 | -4.91 | 7.3 | 8 | -5.93 | -3.27 | -2.49 | 9.52 | 0.46 | 5.9 |
| 2024 | 1.08 | 3.27 | 5.85 | -6.53 | 23.4 |