Davis Real Estate Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1996 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 9.73 | 0 |
| 1997 | 2.39 | 0.32 | 0.96 | -3.1 | 2.63 | 5.91 | 3.31 | -0.17 | 9.69 | -2.28 | 1.11 | 2.64 | 25.3 |
| 1998 | -1.33 | -0.95 | 2.68 | -3.17 | -1.14 | -1.85 | -5.23 | -10.48 | 4.48 | -1.1 | 2.63 | -0.07 | -15.2 |
| 1999 | -2.59 | -2.56 | -2.07 | 10.49 | 2.41 | -0.74 | -3.93 | -3.22 | -4.09 | -2.44 | -2.73 | 5.04 | -7.2 |
| 2000 | -3.21 | 0.39 | 4.48 | 3.74 | 2.46 | 4.75 | 6.74 | -2.4 | 3.37 | -3.65 | 1.58 | 6 | 26.3 |
| 2001 | -1.35 | -0.82 | 0.1 | 1.91 | 1.23 | 4.37 | -2.18 | 2.72 | -5.51 | -4.04 | 6.76 | 3.31 | 6 |
| 2002 | -0.09 | 1.43 | 7.44 | -0.54 | 1.29 | 2.5 | -4.5 | 0 | -3.64 | -4.02 | 4.84 | 1.83 | 6 |
| 2003 | -2.75 | 2.38 | 4.89 | 2.15 | 5.16 | 2.35 | 5.1 | 0.55 | 3.29 | 1.57 | 4.82 | 3.51 | 38.1 |
| 2004 | 3.57 | 2.34 | 5.88 | -13.04 | 5.78 | 3.48 | 0.96 | 7.37 | 0.37 | 4.95 | 4.5 | 5.01 | 33.9 |
| 2005 | -7.74 | 2.75 | -2.41 | 4.33 | 3.2 | 4.4 | 7.21 | -3.06 | 1.81 | -2.08 | 3.52 | 1.6 | 13.3 |
| 2006 | 6.74 | 2.27 | 5.88 | -3.63 | -2.96 | 4.29 | 3.38 | 4.13 | 1.03 | 5.47 | 5.36 | -0.89 | 35 |
| 2007 | 6.62 | -1.3 | -1.12 | 0.9 | -0.67 | -8.62 | -6.98 | 4.72 | 2.6 | 1.62 | -9 | -3.23 | -14.8 |
| 2008 | -2.14 | -4.97 | 4.26 | 5.93 | 0.41 | -10.63 | 1.06 | 2.01 | -2.97 | -32.31 | -23.17 | 10.37 | -47.1 |
| 2009 | -12.35 | -18.97 | -0.09 | 31.57 | 1.26 | -0.76 | 9.35 | 13.25 | 6.5 | -6.54 | 7.25 | 6.71 | 32.4 |
| 2010 | -4.24 | 4.9 | 8.19 | 4.13 | -5.24 | -3.21 | 8.13 | -1.61 | 5.13 | 2.43 | -3.09 | 4.05 | 19.9 |
| 2011 | 2.83 | 5.13 | -0.55 | 4.18 | 1.74 | -3.24 | 1.23 | -5.45 | -8.95 | 12.35 | -2.53 | 4.5 | 10 |
| 2012 | 6.01 | -0.07 | 4.75 | 2.54 | -4.64 | 5.34 | 1.87 | 0.24 | -0.94 | -1.44 | -0.59 | 3.44 | 17.2 |
| 2013 | 2.33 | -0.56 | 1.96 | 5.06 | -5.03 | -1.54 | -0.08 | -5.67 | 3.4 | 2.88 | -4.41 | 0.91 | -1.4 |
| 2014 | 3.3 | 4.64 | 0.48 | 2.15 | 2.64 | 1.56 | 0.36 | 2.99 | -5.39 | 9.27 | 1.71 | 1.82 | 28 |
| 2015 | 5.29 | -1.91 | 1.79 | -4.98 | -0.53 | -4.62 | 4.68 | -6.44 | 1.91 | 7.08 | 0.39 | 0.24 | 1.9 |
| 2016 | -3.51 | 0.11 | 9.46 | -1.96 | 3.24 | 6.41 | 3.77 | -2.95 | -1.49 | -5.09 | -1.71 | 4.27 | 9.9 |
| 2017 | -1.3 | 3.79 | -2.23 | 0.77 | -0.03 | 2.04 | 1.86 | 0.17 | 0.39 | -0.49 | 3.2 | 0.26 | 8.6 |
| 2018 | -3.33 | -5.99 | 3.5 | 1.74 | 2.58 | 4.44 | 0.56 | 2.48 | -2.34 | -3 | 4.14 | -8.15 | -4.3 |
| 2019 | 11.5 | 1.48 | 2.75 | 0.15 | 0.17 | 1.02 | 1.26 | 2.75 | 2.54 | 0.99 | -1.22 | -2.75 | 22 |
| 2020 | 0.68 | -8.04 | -20.44 | 8.16 | -1.75 | 3.1 | 3.28 | 1.06 | -5.4 | -2.41 | 12.09 | 2.08 | -10.1 |
| 2021 | -0.25 | 4.68 | 5.22 | 7.85 | 1.45 | 2.44 | 4.07 | 1.59 | -4.43 | 6.84 | -0.78 | 8.5 | 41.6 |
| 2022 | -6.61 | -3.25 | 6.82 | -4.23 | -5.88 | -9.49 | 8.66 | -6.04 | -11.88 | 2.03 | 5.5 | -8.71 | -30.4 |
| 2023 | 10 | -5.1 | -3.81 | 0.81 | -4.56 | 4.99 | 3.19 | -3.24 | -7.33 | -5.16 | 9.97 | 10.19 | 7.9 |
| 2024 | -4.35 | 1.09 | 2.35 | -6.33 | 0.9 |