Davis Financial Fund
Quarterly Returns (%)| Years | Q1 | Q2 | Q3 | Q4 | Annual |
|---|---|---|---|---|---|
| 1997 | 0 | -100 | -100 | 6.81 | 0 |
| 1998 | 8.01 | 4.29 | -16.13 | 19.89 | 13.26 |
| 1999 | 2.57 | 5.96 | -13.49 | 4.57 | -1.68 |
| 2000 | 4.05 | 2.79 | 17.9 | 3.14 | 30.92 |
| 2001 | -10.88 | 10.5 | -16.28 | 11.62 | -9.94 |
| 2002 | -0.38 | -9.91 | -15.87 | 7.38 | -19.67 |
| 2003 | -6.48 | 21.54 | 4.29 | 14.46 | 35.69 |
| 2004 | 6.24 | -2.57 | -2.39 | 10 | 11.14 |
| 2005 | -2.43 | -1.17 | 2.34 | 8.56 | 7.12 |
| 2006 | 1.93 | -1.04 | 7.64 | 9.07 | 17.69 |
| 2007 | -2.34 | 7.35 | -2.85 | -10.15 | -6.19 |
| 2008 | -13.9 | -7.9 | -6.55 | -28.36 | -46.91 |
| 2009 | -11.04 | 28.58 | 19.69 | 5.69 | 44.71 |
| 2010 | 3.93 | -11.12 | 11.49 | 7.06 | 10.26 |
| 2011 | 3.89 | -2.64 | -16.32 | 6.54 | -9.83 |
| 2012 | 14.01 | -4.83 | 3.62 | 1.71 | 17.06 |
| 2013 | 10.89 | 3.62 | 2.48 | 10.11 | 30.24 |
| 2014 | 0.29 | 5.17 | -0.14 | 6.41 | 12.08 |
| 2015 | -0.48 | 3.35 | -6.94 | 5.37 | 0.86 |
| 2016 | -3.58 | 0.62 | 5.27 | 11.69 | 14.08 |
| 2017 | 3.95 | 3.42 | 3.78 | 5.43 | 18.35 |
| 2018 | -0.65 | 0.47 | 3.4 | -14.11 | -12.39 |
| 2019 | 6.98 | 2.67 | 0.71 | 0.83 | 15.11 |
| 2020 | -34.83 | 10.46 | -3.56 | 26.75 | -12 |
| 2021 | 9.57 | 14.86 | -5.66 | 2.4 | 21.58 |
| 2022 | -0.12 | -16.01 | -6.17 | 11.4 | -12.32 |
| 2023 | -3.71 | 4.33 | -1.73 | 9.02 | 5.9 |
| 2024 | 10.49 | -3.02 | 0 | 0 | 23.38 |