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Davis Global Y (DGFYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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28.37+0.20 (+0.71%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return13.25%
5-Year Average Return7.39%
Number of Years Up11
Number of Years Down5
Best 1 Yr Total Return (Jul 2, 2024)45.66%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return45.66%
Worst 3-Yr Total Return-2.23%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDGFYXCategory
YTD11.86%12.08%
1-Month-1.48%0.64%
3-Month3.01%6.49%
1-Year15.42%38.01%
3-Year-1.98%12.74%
5-Year7.44%12.82%
10-Year6.91%9.05%
Last Bull Market21.41%18.82%
Last Bear Market-10.39%-20.53%

Annual Total Return (%) History

Year
DGFYXCategory
2024
N/AN/A
2023
17.45%N/A
2022
-16.32%N/A
2021
-4.92%N/A
2020
23.33%12.96%
2019
32.01%25.26%
2018
-20.59%-10.06%
2017
33.59%22.28%
2016
10.61%6.93%
2015
2.93%-0.92%
2014
2.80%3.67%
2013
34.77%24.08%
2012
15.74%14.39%
2011
-13.35%-7.19%
2010
15.37%14.49%
2009
45.66%34.45%
2008
-49.82%-41.13%
2007
N/A12.16%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.58%3.01%N/AN/A
20235.41%7.99%-4.39%7.92%
2022-9.24%-10.39%-10.22%14.60%
20219.12%1.72%-13.73%-0.71%
2020-21.00%20.53%8.84%18.99%
201917.45%1.20%-0.53%11.65%
2018-0.87%1.57%-3.29%-18.45%
20177.66%6.17%9.14%7.08%
2016-0.22%1.57%10.02%-0.81%
20153.97%3.30%-10.84%7.49%
20145.09%3.10%-5.26%0.14%
20138.22%2.33%11.50%9.16%
201213.08%-7.39%3.63%6.65%
20113.56%-2.04%-20.63%7.61%
20104.03%-11.71%13.98%10.20%
2009-12.47%32.56%16.17%8.06%
2008-13.05%-5.09%-21.17%-22.86%
2007-3.83%N/AN/AN/A

Rank In Category (By Total Return)

YTD22
1-Month88
3-Month16
1-Year54
3-Year97
5-Year77

Load Adjusted Returns

1-Year15.42%
3-Year-1.98%
5-Year7.44%
10-Year6.91%