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Davis Opportunity C (DGOCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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28.66+0.02 (+0.07%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.58%
5-year average return11.14%
Number of years up19
Number of years down7
Best 1-yr total return (2 Jul 2024)43.65%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return43.65%
Worst 3-yr total return5.72%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDGOCXCategory
YTD7.36%5.31%
1-month-1.68%-4.19%
3-month-1.31%3.90%
1-year17.30%20.31%
3-year3.59%6.48%
5-year11.31%11.78%
10-year8.86%10.96%
Last bull market26.41%25.56%
Last bear market-12.81%-15.11%

Annual total return (%) history

Year
DGOCXCategory
2024
N/AN/A
2023
21.10%22.32%
2022
-14.76%-16.96%
2021
23.92%26.07%
2020
11.88%15.83%
2019
24.49%28.78%
2018
-14.19%-6.27%
2017
22.16%20.44%
2016
14.38%10.37%
2015
4.05%-1.07%
2014
6.47%10.96%
2013
40.95%31.50%
2012
11.23%14.96%
2011
-4.40%-1.27%
2010
13.06%14.01%
2009
43.65%28.17%
2008
-45.15%-37.79%
2007
-2.14%6.16%
2006
16.70%14.17%
2005
7.48%5.88%
2004
12.44%10.02%
2003
39.87%27.05%
2002
-14.29%-22.25%
2001
-8.90%-13.50%
2000
10.42%-6.31%
1999
30.32%20.16%
1998
1.48%22.39%
1997
N/A28.37%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.78%-1.31%N/AN/A
2023-0.30%11.16%-2.70%12.30%
2022-7.86%-12.81%-6.16%13.07%
202112.72%9.58%-4.67%5.24%
2020-24.21%19.21%6.71%16.04%
201910.07%1.68%0.81%10.33%
2018-2.57%4.29%3.92%-18.74%
20174.68%4.88%5.43%5.54%
20160.65%3.01%8.94%1.26%
20152.37%2.18%-9.01%9.32%
20146.25%2.28%-3.62%1.65%
201313.22%4.98%6.22%11.64%
201210.53%-5.74%3.52%3.13%
20113.59%-0.57%-15.08%9.31%
20102.93%-12.35%10.23%13.69%
2009-4.44%22.18%15.09%6.91%
2008-13.06%-5.06%-11.97%-24.51%
2007-0.91%6.55%-0.79%-6.57%
20068.58%-2.72%3.30%6.95%
2005-0.56%1.78%3.97%2.14%
20044.46%-0.65%-2.93%11.62%
2003-6.39%24.86%6.72%12.12%
20026.73%-12.50%-17.18%10.82%
2001-9.23%7.88%-18.40%14.02%
20009.57%-2.07%1.81%1.07%
19990.09%9.25%-5.59%26.24%
199813.60%-6.40%-20.50%20.05%
1997-13.48%N/AN/AN/A

Rank in category (by total return)

YTD86
1-month99
3-month91
1-year76
3-year95
5-year82

Load adjusted returns

1-year16.30%
3-year3.59%
5-year11.31%
10-year8.86%