Davis Appreciation Income Fund Market Value
| DCSCX Fund | USD 70.03 0.03 0.04% |
| Symbol | Davis |
Davis Appreciation 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Davis Appreciation's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Davis Appreciation.
| 11/19/2025 |
| 02/17/2026 |
If you would invest 0.00 in Davis Appreciation on November 19, 2025 and sell it all today you would earn a total of 0.00 from holding Davis Appreciation Income or generate 0.0% return on investment in Davis Appreciation over 90 days. Davis Appreciation is related to or competes with Pimco Emerging, and T Rowe. The funds investment adviser uses the Davis Investment Discipline to invest Davis Appreciation Income Funds assets in a ... More
Davis Appreciation Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Davis Appreciation's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Davis Appreciation Income upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.5725 | |||
| Information Ratio | 0.1753 | |||
| Maximum Drawdown | 6.17 | |||
| Value At Risk | (0.73) | |||
| Potential Upside | 1.13 |
Davis Appreciation Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Davis Appreciation's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Davis Appreciation's standard deviation. In reality, there are many statistical measures that can use Davis Appreciation historical prices to predict the future Davis Appreciation's volatility.| Risk Adjusted Performance | 0.2117 | |||
| Jensen Alpha | 0.1695 | |||
| Total Risk Alpha | 0.141 | |||
| Sortino Ratio | 0.2458 | |||
| Treynor Ratio | 0.3865 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Davis Appreciation's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Davis Appreciation February 17, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.2117 | |||
| Market Risk Adjusted Performance | 0.3965 | |||
| Mean Deviation | 0.505 | |||
| Downside Deviation | 0.5725 | |||
| Coefficient Of Variation | 381.1 | |||
| Standard Deviation | 0.8029 | |||
| Variance | 0.6446 | |||
| Information Ratio | 0.1753 | |||
| Jensen Alpha | 0.1695 | |||
| Total Risk Alpha | 0.141 | |||
| Sortino Ratio | 0.2458 | |||
| Treynor Ratio | 0.3865 | |||
| Maximum Drawdown | 6.17 | |||
| Value At Risk | (0.73) | |||
| Potential Upside | 1.13 | |||
| Downside Variance | 0.3278 | |||
| Semi Variance | (0) | |||
| Expected Short fall | (0.58) | |||
| Skewness | 2.96 | |||
| Kurtosis | 16.85 |
Davis Appreciation Income Backtested Returns
Davis Appreciation appears to be very steady, given 3 months investment horizon. Davis Appreciation Income secures Sharpe Ratio (or Efficiency) of 0.31, which denotes the fund had a 0.31 % return per unit of risk over the last 3 months. We have found twenty-five technical indicators for Davis Appreciation Income, which you can use to evaluate the volatility of the entity. Please utilize Davis Appreciation's Coefficient Of Variation of 381.1, mean deviation of 0.505, and Standard Deviation of 0.8029 to check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 0.52, which means possible diversification benefits within a given portfolio. As returns on the market increase, Davis Appreciation's returns are expected to increase less than the market. However, during the bear market, the loss of holding Davis Appreciation is expected to be smaller as well.
Auto-correlation | 0.76 |
Good predictability
Davis Appreciation Income has good predictability. Overlapping area represents the amount of predictability between Davis Appreciation time series from 19th of November 2025 to 3rd of January 2026 and 3rd of January 2026 to 17th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Davis Appreciation Income price movement. The serial correlation of 0.76 indicates that around 76.0% of current Davis Appreciation price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.76 | |
| Spearman Rank Test | 0.8 | |
| Residual Average | 0.0 | |
| Price Variance | 0.72 |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Davis Mutual Fund
Davis Appreciation 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 Appreciation security.
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