Davis Appreciation Income Fund Price History
DCSYX Fund | USD 65.52 0.57 0.88% |
Below is the normalized historical share price chart for Davis Appreciation Income extending back to February 10, 1997. 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 Appreciation stands at 65.52, as last reported on the 26th of November, with the highest price reaching 65.52 and the lowest price hitting 65.52 during the day.
If you're considering investing in Davis Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Davis Mutual Fund to be very steady. Davis Appreciation Income secures Sharpe Ratio (or Efficiency) of 0.16, which denotes the fund had a 0.16% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Davis Appreciation Income, which you can use to evaluate the volatility of the entity. Please confirm Davis Appreciation's Downside Deviation of 0.6806, coefficient of variation of 669.09, and Mean Deviation of 0.5475 to check if the risk estimate we provide is consistent with the expected return of 0.12%.
Davis Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Davis |
Sharpe Ratio = 0.1558
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Estimated Market Risk
0.77 actual daily | 6 94% of assets are more volatile |
Expected Return
0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Davis Appreciation is performing at about 12% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Davis Appreciation by adding it to a well-diversified portfolio.
Davis Appreciation Mutual Fund Price History Chart
There are several ways to analyze Davis Appreciation Income Fund price data. The simplest method is using a basic Davis candlestick price chart, which shows Davis Appreciation price history and the buying and selling dynamics of a specified period. Many traders also use subjective judgment to their trading calls, avoiding the need to trade based on technical analysis.
Highest Price | November 25, 2024 | 65.52 |
Lowest Price | September 6, 2024 | 59.75 |
Davis Appreciation November 26, 2024 Mutual Fund Price Synopsis
Various analyses of Davis Appreciation's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Davis Mutual Fund. It can be used to describe the percentage change in the price of Davis Appreciation from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Davis Mutual Fund.Davis Appreciation Price Rate Of Daily Change | 1.01 | |
Davis Appreciation Price Action Indicator | 0.28 |
Davis Appreciation November 26, 2024 Mutual Fund Price Analysis
Davis Mutual Fund Price History Data
The price series of Davis Appreciation for the period between Wed, Aug 28, 2024 and Tue, Nov 26, 2024 has a statistical range of 5.23 with a coefficient of variation of 2.23. Under current investment horizon, the daily prices are spread out with arithmetic mean of 62.08. The median price for the last 90 days is 61.87. The company completed dividends distribution on 1st of October 2021.Open | High | Low | Close | Volume | ||
11/25/2024 | 65.52 | 65.52 | 65.52 | 65.52 | 1.00 | |
11/22/2024 | 64.95 | 64.95 | 64.95 | 64.95 | 1.00 | |
11/21/2024 | 64.66 | 64.66 | 64.66 | 64.66 | 1.00 | |
11/20/2024 | 64.15 | 64.15 | 64.15 | 64.15 | 1.00 | |
11/19/2024 | 63.95 | 63.95 | 63.95 | 63.95 | 1.00 | |
11/18/2024 | 64.14 | 64.14 | 64.14 | 64.14 | 1.00 | |
11/15/2024 | 63.99 | 63.99 | 63.99 | 63.99 | 1.00 | |
11/14/2024 | 64.40 | 64.40 | 64.40 | 64.40 | 1.00 | |
11/13/2024 | 64.63 | 64.63 | 64.63 | 64.63 | 1.00 | |
11/12/2024 | 64.64 | 64.64 | 64.64 | 64.64 | 1.00 | |
11/11/2024 | 64.98 | 64.98 | 64.98 | 64.98 | 1.00 | |
11/08/2024 | 64.75 | 64.75 | 64.75 | 64.75 | 1.00 | |
11/07/2024 | 64.83 | 64.83 | 64.83 | 64.83 | 1.00 | |
11/06/2024 | 64.33 | 64.33 | 64.33 | 64.33 | 1.00 | |
11/05/2024 | 62.23 | 62.23 | 62.23 | 62.23 | 1.00 | |
11/04/2024 | 61.69 | 61.69 | 61.69 | 61.69 | 1.00 | |
11/01/2024 | 62.16 | 62.16 | 62.16 | 62.16 | 1.00 | |
10/31/2024 | 61.75 | 61.75 | 61.75 | 61.75 | 1.00 | |
10/30/2024 | 62.57 | 62.57 | 62.57 | 62.57 | 1.00 | |
10/29/2024 | 62.46 | 62.46 | 62.46 | 62.46 | 1.00 | |
10/28/2024 | 62.53 | 62.53 | 62.53 | 62.53 | 1.00 | |
10/25/2024 | 62.10 | 62.10 | 62.10 | 62.10 | 1.00 | |
10/24/2024 | 62.02 | 62.02 | 62.02 | 62.02 | 1.00 | |
10/23/2024 | 61.87 | 61.87 | 61.87 | 61.87 | 1.00 | |
10/22/2024 | 62.15 | 62.15 | 62.15 | 62.15 | 1.00 | |
10/21/2024 | 62.04 | 62.04 | 62.04 | 62.04 | 1.00 | |
10/18/2024 | 62.53 | 62.53 | 62.53 | 62.53 | 1.00 | |
10/17/2024 | 62.43 | 62.43 | 62.43 | 62.43 | 1.00 | |
10/16/2024 | 62.21 | 62.21 | 62.21 | 62.21 | 1.00 | |
10/15/2024 | 62.10 | 62.10 | 62.10 | 62.10 | 1.00 | |
10/14/2024 | 62.60 | 62.60 | 62.60 | 62.60 | 1.00 | |
10/11/2024 | 62.13 | 62.13 | 62.13 | 62.13 | 1.00 | |
10/10/2024 | 61.50 | 61.50 | 61.50 | 61.50 | 1.00 | |
10/09/2024 | 61.61 | 61.61 | 61.61 | 61.61 | 1.00 | |
10/08/2024 | 61.16 | 61.16 | 61.16 | 61.16 | 1.00 | |
10/07/2024 | 61.05 | 61.05 | 61.05 | 61.05 | 1.00 | |
10/04/2024 | 61.60 | 61.60 | 61.60 | 61.60 | 1.00 | |
10/03/2024 | 60.87 | 60.87 | 60.87 | 60.87 | 1.00 | |
10/02/2024 | 61.22 | 61.22 | 61.22 | 61.22 | 1.00 | |
10/01/2024 | 61.45 | 61.45 | 61.45 | 61.45 | 1.00 | |
09/30/2024 | 62.18 | 62.18 | 62.18 | 62.18 | 1.00 | |
09/27/2024 | 62.08 | 62.08 | 62.08 | 62.08 | 1.00 | |
09/26/2024 | 62.01 | 62.01 | 62.01 | 62.01 | 1.00 | |
09/25/2024 | 61.40 | 61.40 | 61.40 | 61.40 | 1.00 | |
09/24/2024 | 61.68 | 61.68 | 61.68 | 61.68 | 1.00 | |
09/23/2024 | 61.74 | 61.74 | 61.74 | 61.74 | 1.00 | |
09/20/2024 | 61.63 | 61.63 | 61.63 | 61.63 | 1.00 | |
09/19/2024 | 62.08 | 62.08 | 62.08 | 62.08 | 1.00 | |
09/18/2024 | 61.19 | 61.19 | 61.19 | 61.19 | 1.00 | |
09/17/2024 | 61.25 | 61.25 | 61.25 | 61.25 | 1.00 | |
09/16/2024 | 60.89 | 60.89 | 60.89 | 60.89 | 1.00 | |
09/13/2024 | 60.53 | 60.53 | 60.53 | 60.53 | 1.00 | |
09/12/2024 | 60.25 | 60.25 | 60.25 | 60.25 | 1.00 | |
09/11/2024 | 60.12 | 60.12 | 60.12 | 60.12 | 1.00 | |
09/10/2024 | 59.95 | 59.95 | 59.95 | 59.95 | 1.00 | |
09/09/2024 | 60.07 | 60.07 | 60.07 | 60.07 | 1.00 | |
09/06/2024 | 59.75 | 59.75 | 59.75 | 59.75 | 1.00 | |
09/05/2024 | 60.67 | 60.67 | 60.67 | 60.67 | 1.00 | |
09/04/2024 | 61.02 | 61.02 | 61.02 | 61.02 | 1.00 | |
09/03/2024 | 61.04 | 61.04 | 61.04 | 61.04 | 1.00 | |
08/30/2024 | 61.84 | 61.84 | 61.84 | 61.84 | 1.00 |
About Davis Appreciation Mutual Fund history
Davis Appreciation investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Davis is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Davis Appreciation Income will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Davis Appreciation stock prices may prove useful in developing a viable investing in Davis Appreciation
The funds investment adviser uses the Davis Investment Discipline to invest Davis Appreciation Income Funds assets in a balanced portfolio of common stock, convertible securities, preferred stock and bonds. It may also hold cash. The fund may invest in large, medium or small companies without regard to market capitalization and may invest in securities issued by either domestic or foreign companies.
Davis Appreciation Mutual Fund Technical Analysis
Davis Appreciation technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
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Davis Appreciation Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Davis Appreciation's price direction in advance. Along with the technical and fundamental analysis of Davis Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Davis to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
Risk Adjusted Performance | 0.1145 | |||
Jensen Alpha | (0) | |||
Total Risk Alpha | (0.02) | |||
Sortino Ratio | (0.03) | |||
Treynor Ratio | 0.117 |
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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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