Davis Real Estate 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 | 9.58 | -2.4 | 1.04 | 1.36 | 0 |
| 1998 | -1.41 | -1.03 | 2.57 | -3.29 | -1.22 | -1.9 | -5.32 | -10.6 | 4.45 | -1.22 | 2.54 | -0.26 | -16.2 |
| 1999 | -2.64 | -2.71 | -2.13 | 10.34 | 2.32 | -0.83 | -4.01 | -3.33 | -4.21 | -2.51 | -2.85 | 4.91 | -8.3 |
| 2000 | -3.33 | 0.34 | 4.33 | 3.71 | 2.31 | 4.66 | 6.61 | -2.5 | 2.23 | -2.73 | 1.44 | 5.86 | 24.7 |
| 2001 | -1.4 | -0.92 | -1.06 | 2.89 | 1.1 | 4.25 | -2.26 | 2.64 | -5.62 | -4.13 | 6.64 | 3.25 | 4.8 |
| 2002 | -0.22 | 1.34 | 7.05 | -0.37 | 1.25 | 2.35 | -4.55 | -0.13 | -3.7 | -3.87 | 4.81 | 1.69 | 5.1 |
| 2003 | -2.84 | 2.25 | 4.54 | 2.33 | 5.05 | 2.29 | 4.99 | 0.44 | 3.2 | 1.48 | 4.73 | 3.38 | 36.6 |
| 2004 | 3.52 | 2.22 | 5.78 | -13.14 | 5.71 | 3.37 | 0.87 | 7.28 | 0.29 | 4.84 | 4.38 | 4.91 | 32.4 |
| 2005 | -7.85 | 2.68 | -2.51 | 4.22 | 3.11 | 4.32 | 7.1 | -3.17 | 1.73 | -2.15 | 3.41 | 1.49 | 12 |
| 2006 | 6.64 | 2.16 | 5.8 | -3.72 | -3.07 | 4.2 | 3.3 | 4.02 | 0.95 | 5.37 | 5.28 | -1 | 33.5 |
| 2007 | 6.53 | -1.39 | -1.21 | 0.81 | -0.76 | -8.72 | -7.05 | 4.62 | 2.5 | 1.53 | -9.1 | -3.28 | -15.7 |
| 2008 | -2.22 | -5.08 | 4.15 | 5.84 | 0.29 | -10.69 | 0.97 | 1.92 | -3.06 | -32.37 | -23.28 | 10.31 | -47.7 |
| 2009 | -12.47 | -19.02 | -0.28 | 31.52 | 1.2 | -0.91 | 9.18 | 13.2 | 6.34 | -6.6 | 7.15 | 6.57 | 30.7 |
| 2010 | -4.34 | 4.8 | 8.01 | 4.34 | -5.32 | -3.3 | 8.01 | -1.72 | 5.07 | 2.31 | -3.14 | 3.92 | 18.8 |
| 2011 | 2.74 | 5.08 | -0.67 | 4.12 | 1.65 | -3.32 | 1.13 | -5.53 | -9.08 | 12.3 | -2.61 | 4.37 | 8.8 |
| 2012 | 5.93 | -0.15 | 4.63 | 2.45 | -4.74 | 5.27 | 1.75 | 0.14 | -1.02 | -1.53 | -0.67 | 3.35 | 15.9 |
| 2013 | 2.22 | -0.64 | 1.85 | 4.98 | -5.14 | -1.63 | -0.17 | -5.79 | 3.34 | 2.73 | -4.44 | 0.78 | -2.5 |
| 2014 | 3.2 | 4.57 | 0.39 | 2.06 | 2.55 | 1.43 | 0.27 | 2.88 | -5.47 | 9.16 | 1.64 | 1.72 | 26.6 |
| 2015 | 5.2 | -1.99 | 1.68 | -5.06 | -0.62 | -4.69 | 4.59 | -6.53 | 1.82 | 6.99 | 0.31 | 0.12 | 0.8 |
| 2016 | -3.61 | 0.06 | 9.34 | -2.02 | 3.12 | 6.29 | 3.67 | -3.04 | -1.59 | -5.17 | -1.81 | 4.21 | 8.7 |
| 2017 | -1.39 | 3.71 | -2.34 | 0.69 | -0.13 | 1.94 | 1.79 | 0.05 | 0.32 | -0.61 | 3.12 | 0.2 | 7.4 |
| 2018 | -3.43 | -6.08 | 3.39 | 1.67 | 2.49 | 4.34 | 0.47 | 2.37 | -2.43 | -3.08 | 4.05 | -8.21 | -5.3 |
| 2019 | 11.38 | 1.41 | 2.91 | 0.06 | 0.1 | 1.15 | 1.16 | 2.68 | 2.45 | 1.16 | -1.3 | -2.59 | 21.9 |
| 2020 | 0.6 | -8.12 | -20.46 | 8.43 | -1.59 | 3.05 | 3.18 | 0.99 | -4.58 | -2.47 | 12.37 | 1.96 | -10 |
| 2021 | -0.42 | 4.87 | 4.41 | 7.93 | 1.37 | 2.35 | 3.96 | 1.51 | -4.5 | 7.02 | -0.87 | 8.67 | 41.5 |
| 2022 | -6.68 | -3.36 | 6.73 | -4.08 | -5.97 | -9.3 | 8.56 | -6.13 | -11.97 | 2.24 | 5.41 | -8.57 | -30.4 |
| 2023 | 9.89 | -5.18 | -3.63 | 0.72 | -4.63 | 5.15 | 3.09 | -3.29 | -7.17 | -5.24 | 9.86 | 10.33 | 7.8 |
| 2024 | -4.42 | 0.98 | 2.24 | -8.34 | 0.8 |