Davis Financial Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1997 | 0 | 0 | 0 | 5.9 | 5.92 | 4.5 | 10.38 | -4.6 | 5.34 | -1.84 | 3.66 | 3.81 | 0 |
| 1998 | -2.46 | 7.35 | 3.42 | 1.91 | -1.66 | 4.34 | 0.24 | -18.92 | 3.47 | 9.49 | 5.64 | 4 | 14.6 |
| 1999 | -0.85 | -0.38 | 4.1 | 6.91 | -4.64 | 4.25 | -4.48 | -5.21 | -4.19 | 10.51 | -5.16 | 0 | -0.7 |
| 2000 | -2.88 | -10.54 | 20.09 | -0.26 | 5.07 | -1.69 | 7.2 | 9.69 | 0.54 | 0.11 | -5.31 | 9.82 | 32.3 |
| 2001 | -0.55 | -5.45 | -4.97 | 7.28 | 4.68 | -2.64 | -3.72 | -5.21 | -8.22 | -0.13 | 7.73 | 3.36 | -9 |
| 2002 | -3.82 | -1.06 | 4.96 | -0.96 | 0.03 | -9.05 | -8.62 | 1.79 | -9.95 | 4.86 | 4.87 | -2.1 | -18.9 |
| 2003 | -2.89 | -2.29 | -1.17 | 10.27 | 7.45 | 2.83 | 1.56 | 1.56 | 1.41 | 6.17 | 1.93 | 6.04 | 37.2 |
| 2004 | 3.94 | 3.98 | -1.42 | -3.6 | 1.81 | -0.47 | -4.2 | 0.84 | 0.4 | 2.92 | 4.34 | 3.61 | 12.3 |
| 2005 | -1.25 | 1.53 | -2.45 | -3.02 | 1.12 | 1.05 | 3.3 | -1.54 | 0.88 | 1.45 | 7.08 | 0.18 | 8.2 |
| 2006 | -0.32 | 0.7 | 1.8 | 1.68 | -2.61 | 0.18 | -0.98 | 3.63 | 5.17 | 1.74 | 3.27 | 3.44 | 18.9 |
| 2007 | 0.45 | -2.61 | 0.06 | 3 | 4.96 | -0.76 | -5.61 | -0.25 | 4.54 | 2.42 | -6.27 | -4.5 | -5.2 |
| 2008 | -3.78 | -5.78 | -4.8 | 6.22 | -0.97 | -12.22 | 0.85 | 2.22 | -9.14 | -19.11 | -9.92 | -1.36 | -46.4 |
| 2009 | -11.91 | -10.98 | 13.73 | 18.8 | 10.07 | -1.45 | 8.55 | 6.96 | 3.38 | -0.76 | 5.15 | 1.52 | 46.1 |
| 2010 | -4.05 | 0.85 | 7.66 | 1.04 | -9.53 | -2.57 | 7.22 | -3.86 | 8.46 | 2.75 | -1.08 | 5.64 | 11.4 |
| 2011 | 0.74 | 2.26 | 1.08 | 2.01 | -2.55 | -1.81 | -0.36 | -7.94 | -8.55 | 8.2 | -1.27 | 0.05 | -8.9 |
| 2012 | 4.59 | 5.91 | 3.21 | -0.65 | -5.64 | 2.7 | 0 | 0.98 | 3.5 | 0.77 | -0.67 | 2.79 | 18.4 |
| 2013 | 5.91 | 1.18 | 3.77 | 2.31 | 2.34 | -1.19 | 3.4 | -3.97 | 4.38 | 5.06 | 1.9 | 3.16 | 31.7 |
| 2014 | -4.9 | 3.74 | 1.92 | 0.37 | 1.95 | 3.05 | -2.11 | 3.55 | -1.23 | 3.42 | 2.68 | 0.47 | 13.3 |
| 2015 | -6.27 | 6.79 | -0.32 | 1.43 | 1.94 | 0.19 | 3.14 | -6.31 | -3.42 | 5.88 | 1.68 | -1.87 | 1.9 |
| 2016 | -7.72 | -1.5 | 6.35 | 3.17 | 2.15 | -4.26 | 3.72 | 3.66 | -1.84 | 2.13 | 7.39 | 2.1 | 15.3 |
| 2017 | 1.37 | 4.32 | -1.48 | 0.29 | 0.04 | 3.34 | 2.91 | -1.71 | 2.87 | 2.64 | 1.72 | 1.86 | 19.5 |
| 2018 | 5.5 | -2.68 | -3 | 0.04 | -0.62 | -0.59 | 4.46 | 1.04 | -1.17 | -6.63 | 2.42 | -9.87 | -11.5 |
| 2019 | 7.02 | 2.1 | -1.87 | 7.66 | -7.14 | 4.97 | 1.75 | -4.79 | 5.5 | 2.44 | 3.96 | -4.33 | 17.2 |
| 2020 | -3.7 | -10.72 | -24.02 | 8.85 | 2.29 | -0.54 | 3.14 | 5.15 | -10.52 | 1.06 | 18.41 | 6.18 | -10.8 |
| 2021 | -7.76 | 12.4 | 6.6 | 14.24 | 3.57 | -3.28 | -0.64 | 3.29 | -1.13 | 5.51 | -6.41 | -2.5 | 23.6 |
| 2022 | 2.83 | -1.3 | -1.33 | -9.02 | 3.77 | -10.81 | 5.23 | -2.93 | -7.91 | 11.66 | 7.49 | -7.43 | -11.9 |
| 2023 | 9.85 | -2.04 | -10.28 | 2.3 | -4.8 | 7.38 | 8.09 | -5.84 | -3.2 | -2.39 | 9.6 | 1.27 | 7.8 |
| 2024 | 1.16 | 3.37 | 5.94 | -6.51 | 24.6 |