Davis Appreciation Income Fund Manager Performance Evaluation
| DCSCX Fund | USD 69.90 0.65 0.94% |
The fund shows a Beta (market volatility) of 0.53, 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.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Davis Appreciation Income are ranked lower than 20 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Davis Appreciation showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | Exclusive Databricks Is Raising Funds at 134 Billion Valuation - The Wall Street Journal | 12/16/2025 |
| Expense Ratio Date | 1st of May 2025 | |
| Expense Ratio | 1.7500 |
Davis |
Davis Appreciation Relative Risk vs. Return Landscape
If you would invest 6,110 in Davis Appreciation Income on November 8, 2025 and sell it today you would earn a total of 815.00 from holding Davis Appreciation Income or generate 13.34% return on investment over 90 days. Davis Appreciation Income is currently producing 0.2121% returns and takes up 0.8131% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Davis, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Davis Appreciation Current Valuation
Overvalued
Today
Please note that Davis Appreciation's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Davis Appreciation Income shows a prevailing Real Value of $59.56 per share. The current price of the fund is $69.9. We determine the value of Davis Appreciation Income from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Davis Appreciation is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Davis Mutual Fund. However, Davis Appreciation's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 69.9 | Real 59.56 | Hype 69.15 | Naive 69.43 |
The intrinsic value of Davis Appreciation's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Davis Appreciation's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Davis Appreciation Income helps investors to forecast how Davis mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Davis Appreciation more accurately as focusing exclusively on Davis Appreciation's fundamentals will not take into account other important factors: Davis Appreciation Target Price Odds to finish over Current Price
The tendency of Davis Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 69.90 | 90 days | 69.90 | nearly 4.76 |
Based on a normal probability distribution, the odds of Davis Appreciation to move above the current price in 90 days from now is nearly 4.76 (This Davis Appreciation Income probability density function shows the probability of Davis Mutual Fund to fall within a particular range of prices over 90 days) .
Davis Appreciation Price Density |
| Price |
Predictive Modules for Davis Appreciation
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 Appreciation Income. 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.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 Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Davis Appreciation is not an exception. The market had few large corrections towards the Davis Appreciation'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 Appreciation Income, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Davis Appreciation within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.19 | |
β | Beta against Dow Jones | 0.53 | |
σ | Overall volatility | 3.20 | |
Ir | Information ratio | 0.21 |
Davis Appreciation Fundamentals Growth
Davis Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Davis Appreciation, and Davis Appreciation fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Davis Mutual Fund performance.
| Price To Earning | 17.99 X | ||||
| Price To Book | 2.26 X | ||||
| Price To Sales | 2.20 X | ||||
| Total Asset | 2.86 M | ||||
About Davis Appreciation Performance
Evaluating Davis Appreciation's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Davis Appreciation has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Davis Appreciation has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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.Things to note about Davis Appreciation Income performance evaluation
Checking the ongoing alerts about Davis Appreciation for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Davis Appreciation Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Davis Appreciation's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Davis Appreciation's mutual fund performance include:- Analyzing Davis Appreciation's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Davis Appreciation's stock is overvalued or undervalued compared to its peers.
- Examining Davis Appreciation's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Davis Appreciation's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Davis Appreciation's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Davis Appreciation's mutual fund. These opinions can provide insight into Davis Appreciation's potential for growth and whether the stock is currently undervalued or overvalued.
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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