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Davis Opportunity Y (DGOYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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44.12-0.15 (-0.34%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.92%
5-year average return12.49%
Number of years up19
Number of years down7
Best 1-yr total return (27 Jun 2024)45.31%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return45.31%
Worst 3-yr total return6.85%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDGOYXCategory
YTD9.68%5.31%
1-month3.31%-4.19%
3-month6.01%3.90%
1-year30.84%20.31%
3-year4.38%6.48%
5-year14.13%11.78%
10-year10.36%10.96%
Last bull market26.99%25.56%
Last bear market-12.56%-15.11%

Annual total return (%) history

Year
DGOYXCategory
2024
N/AN/A
2023
22.41%22.32%
2022
-13.85%-16.96%
2021
25.23%26.07%
2020
13.06%15.83%
2019
25.76%28.78%
2018
-13.30%-6.27%
2017
23.42%20.44%
2016
15.55%10.37%
2015
5.12%-1.07%
2014
7.58%10.96%
2013
42.40%31.50%
2012
12.40%14.96%
2011
-3.38%-1.27%
2010
14.31%14.01%
2009
45.31%28.17%
2008
-44.54%-37.79%
2007
-1.14%6.16%
2006
17.91%14.17%
2005
8.70%5.88%
2004
13.76%10.02%
2003
41.42%27.05%
2002
-13.30%-22.25%
2001
-7.81%-13.50%
2000
11.83%-6.31%
1999
32.16%20.16%
1998
2.18%22.39%
1997
N/A28.37%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.07%N/AN/AN/A
2023-0.03%11.45%-2.44%12.61%
2022-7.62%-12.56%-5.92%13.37%
202113.02%9.89%-4.45%5.53%
2020-24.02%19.55%6.98%16.34%
201910.34%1.95%1.05%10.64%
2018-2.32%4.54%4.24%-18.55%
20174.95%5.16%5.69%5.81%
20160.91%3.29%9.19%1.54%
20152.62%2.44%-8.80%9.63%
20146.53%2.55%-3.38%1.91%
201313.49%5.27%6.46%11.96%
201210.79%-5.47%3.77%3.43%
20113.88%-0.33%-14.85%9.60%
20103.20%-12.11%10.57%13.98%
2009-4.19%22.54%15.48%7.19%
2008-12.80%-4.86%-11.71%-24.29%
2007-0.67%6.83%-0.53%-6.33%
20068.82%-2.47%3.59%7.25%
2005-0.29%2.06%4.25%2.46%
20044.78%-0.36%-2.65%11.94%
2003-6.15%25.20%7.07%12.41%
20027.03%-12.26%-16.97%11.19%
2001-8.98%8.23%-18.17%14.36%
20009.91%-1.75%2.12%1.42%
19990.46%9.61%-5.21%26.63%
199813.90%-6.12%-20.22%19.79%
1997-13.22%N/AN/AN/A

Rank in category (by total return)

YTD61
1-month78
3-month6
1-year13
3-year90
5-year62

Load adjusted returns

1-year30.84%
3-year4.38%
5-year14.13%
10-year10.36%