Davis Opportunity Fund Manager Performance Evaluation

Davis Opportunity Relative Risk vs. Return Landscape

If you would invest  3,303  in Davis Opportunity on November 8, 2025 and sell it today you would earn a total of  816.00  from holding Davis Opportunity or generate 24.7% return on investment over 90 days. Davis Opportunity is currently producing 0.3852% returns and takes up 1.9026% volatility of returns over 90 trading days. Put another way, 17% of traded mutual funds are less volatile than Davis, and 93% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.Assuming the 90 days horizon Davis Opportunity is expected to generate 2.32 times more return on investment than the market. However, the company is 2.32 times more volatile than its market benchmark. It trades about 0.2 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.12 per unit of risk.

Davis Opportunity Current Valuation

Below is the normalized historical share price chart for Davis Opportunity extending back to November 30, 1994. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Davis Opportunity stands at 40.95, as last reported on the 6th of February, with the highest price reaching 40.95 and the lowest price hitting 40.95 during the day.

Davis Opportunity Target Price Odds to finish over Current Price

Assuming the 90 days horizon Davis Opportunity has a beta of 0.17 indicating as returns on the market go up, Davis Opportunity average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Davis Opportunity will be expected to be much smaller as well. Additionally Davis Opportunity has an alpha of 0.3457, implying that it can generate a 0.35 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).

Predictive Modules for Davis Opportunity

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Davis Opportunity. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.

Hype Prediction Low Estimated High 39.37 41.27 43.17 Details

Intrinsic Valuation Low Real High 37.07 43.51 45.41 Details

Naive Forecast Low Next High 40.19 42.09 43.99 Details

Bollinger Band Projection (param) Lower Middle Band Upper 32.85 38.60 44.34 Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Davis Opportunity. Your research has to be compared to or analyzed against Davis Opportunity's peers to derive any actionable benefits. When done correctly, Davis Opportunity's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Davis Opportunity.

Davis Opportunity Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Davis Opportunity is not an exception. The market had few large corrections towards the Davis Opportunity's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Davis Opportunity, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Davis Opportunity within the framework of very fundamental risk indicators.

Davis Opportunity Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Davis Opportunity for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Davis Opportunity can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.

Davis Opportunity Fundamentals Growth

Davis Opportunity financial ratios help investors to determine whether Davis Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Davis with respect to the benefits of owning Davis Opportunity security.