Davis Real Estate Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1993 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| 1994 | 5.95 | 3.96 | -2.03 | 1.58 | 2.65 | -1.58 | 0.39 | 0 | -2.71 | -3.5 | -3 | 5.97 | 7.3 |
| 1995 | -1.49 | 1.52 | 0.54 | -0.96 | 2.28 | 1.62 | 2.36 | 2.77 | 1.99 | -3.06 | 2.04 | 7.16 | 17.7 |
| 1996 | 2.13 | 0.95 | -0.06 | -0.42 | 1.5 | 2.96 | -0.7 | 4.56 | 3.24 | 1.97 | 5.32 | 11.03 | 37.1 |
| 1997 | 2.35 | 0.37 | 0.92 | -3.12 | 2.65 | 5.9 | 3.29 | -0.21 | 9.67 | -2.31 | 1.12 | 2.61 | 25.1 |
| 1998 | -1.38 | -0.96 | 2.66 | -3.24 | -1.14 | -1.86 | -5.23 | -10.54 | 4.46 | -1.16 | 2.6 | -0.13 | -15.6 |
| 1999 | -2.6 | -2.58 | -2.14 | 10.45 | 2.38 | -0.74 | -3.97 | -3.24 | -4.12 | -2.52 | -2.75 | 5.02 | -7.6 |
| 2000 | -3.28 | 0.4 | 4.45 | 3.71 | 2.42 | 4.73 | 6.69 | -2.41 | 2.28 | -2.68 | 1.54 | 5.94 | 25.8 |
| 2001 | -1.31 | -0.87 | -0.97 | 2.93 | 1.19 | 4.35 | -2.19 | 2.69 | -5.54 | -4.06 | 6.71 | 3.33 | 5.7 |
| 2002 | -0.13 | 1.39 | 7.32 | -0.5 | 1.3 | 2.44 | -4.51 | -0.04 | -3.66 | -4.64 | 4.82 | 1.78 | 5 |
| 2003 | -2.81 | 2.35 | 4.77 | 2.21 | 5.15 | 2.29 | 5.1 | 0.48 | 3.28 | 1.51 | 4.78 | 3.49 | 37.6 |
| 2004 | 3.53 | 2.29 | 5.85 | -13.08 | 5.75 | 3.41 | 0.94 | 7.32 | 0.35 | 4.9 | 4.45 | 4.98 | 33.2 |
| 2005 | -7.79 | 2.72 | -2.43 | 4.27 | 3.2 | 4.35 | 7.2 | -3.1 | 1.78 | -2.08 | 3.49 | 1.54 | 12.9 |
| 2006 | 6.74 | 2.21 | 5.86 | -3.65 | -3.01 | 4.28 | 3.34 | 4.12 | 0.99 | 5.45 | 5.33 | -0.91 | 34.6 |
| 2007 | 6.57 | -1.31 | -1.17 | 0.87 | -0.7 | -8.64 | -7 | 4.69 | 2.58 | 1.58 | -9.01 | -3.25 | -15.1 |
| 2008 | -2.13 | -4.99 | 4.2 | 5.92 | 0.35 | -10.65 | 1.08 | 1.96 | -3 | -32.31 | -23.25 | 10.41 | -47.2 |
| 2009 | -12.43 | -18.97 | -0.18 | 31.63 | 1.2 | -0.84 | 9.35 | 13.21 | 6.46 | -6.58 | 7.28 | 6.57 | 31.7 |
| 2010 | -4.24 | 4.85 | 8.1 | 4.24 | -5.27 | -3.25 | 8.08 | -1.63 | 5.11 | 2.37 | -3.09 | 4.03 | 19.6 |
| 2011 | 2.82 | 5.12 | -0.59 | 4.15 | 1.73 | -3.28 | 1.25 | -5.48 | -8.99 | 12.34 | -2.57 | 4.49 | 9.7 |
| 2012 | 5.97 | -0.07 | 4.7 | 2.54 | -4.71 | 5.38 | 1.84 | 0.2 | -0.95 | -1.48 | -0.6 | 3.42 | 16.9 |
| 2013 | 2.29 | -0.57 | 1.95 | 5.03 | -5.07 | -1.53 | -0.13 | -5.68 | 3.41 | 2.82 | -4.4 | 0.88 | -1.7 |
| 2014 | 3.27 | 4.64 | 0.46 | 2.15 | 2.61 | 1.52 | 0.34 | 2.97 | -5.41 | 9.23 | 1.7 | 1.81 | 27.7 |
| 2015 | 5.28 | -1.94 | 1.76 | -5 | -0.53 | -4.63 | 4.68 | -6.47 | 1.91 | 7.06 | 0.36 | 0.2 | 1.7 |
| 2016 | -3.53 | 0.12 | 9.44 | -1.98 | 3.23 | 6.36 | 3.76 | -2.96 | -1.51 | -5.12 | -1.73 | 4.29 | 9.7 |
| 2017 | -1.34 | 3.79 | -2.26 | 0.75 | -0.05 | 2.02 | 1.84 | 0.15 | 0.37 | -0.52 | 3.2 | 0.26 | 8.3 |
| 2018 | -3.35 | -6.02 | 3.47 | 1.72 | 2.56 | 4.41 | 0.54 | 2.46 | -2.38 | -3.01 | 4.12 | -8.16 | -4.5 |
| 2019 | 11.5 | 1.48 | 2.77 | 0.12 | 0.17 | 1.03 | 1.23 | 2.74 | 2.53 | 1.02 | -1.26 | -2.72 | 21.9 |
| 2020 | 0.67 | -8.04 | -20.42 | 8.22 | -1.72 | 3.1 | 3.27 | 1.05 | -5.22 | -2.41 | 12.12 | 2.33 | -10 |
| 2021 | -0.54 | 4.7 | 4.48 | 8.46 | 1.41 | 2.43 | 4.04 | 1.57 | -4.46 | 6.9 | -0.81 | 8.54 | 41.6 |
| 2022 | -6.63 | -3.28 | 6.8 | -4.2 | -5.89 | -9.46 | 8.65 | -6.06 | -11.9 | 2.06 | 5.48 | -8.7 | -30.4 |
| 2023 | 9.96 | -5.11 | -3.77 | 0.77 | -4.58 | 5.04 | 3.16 | -3.26 | -7.29 | -5.18 | 9.95 | 10.24 | 7.8 |
| 2024 | -4.37 | 1.08 | 2.31 | -4.71 | 0.9 |