Davis Appreciation Income Fund Technical Analysis
| RPFCX Fund | USD 70.23 0.65 0.93% |
As of the 8th of February, Davis Appreciation shows the Mean Deviation of 0.4413, coefficient of variation of 368.59, and Downside Deviation of 0.5032. In respect to fundamental indicators, the technical analysis model provides you with a way to check existing technical drivers of Davis Appreciation, as well as the relationship between them.
Davis Appreciation Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as Davis, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to DavisDavis |
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.
| 11/10/2025 |
| 02/08/2026 |
If you would invest 0.00 in Davis Appreciation on November 10, 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 Auer Growth, Artisan Small, Eip Growth, and L Mason. 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 | 0.5032 | |||
| Information Ratio | 0.1053 | |||
| Maximum Drawdown | 2.29 | |||
| Value At Risk | (0.74) | |||
| Potential Upside | 1.01 |
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 | 0.2137 | |||
| Jensen Alpha | 0.0898 | |||
| Total Risk Alpha | 0.0831 | |||
| Sortino Ratio | 0.113 | |||
| Treynor Ratio | 0.2328 |
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 8, 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 | 0.2137 | |||
| Market Risk Adjusted Performance | 0.2428 | |||
| Mean Deviation | 0.4413 | |||
| Semi Deviation | 0.1815 | |||
| Downside Deviation | 0.5032 | |||
| Coefficient Of Variation | 368.59 | |||
| Standard Deviation | 0.5402 | |||
| Variance | 0.2918 | |||
| Information Ratio | 0.1053 | |||
| Jensen Alpha | 0.0898 | |||
| Total Risk Alpha | 0.0831 | |||
| Sortino Ratio | 0.113 | |||
| Treynor Ratio | 0.2328 | |||
| Maximum Drawdown | 2.29 | |||
| Value At Risk | (0.74) | |||
| Potential Upside | 1.01 | |||
| Downside Variance | 0.2532 | |||
| Semi Variance | 0.0329 | |||
| Expected Short fall | (0.49) | |||
| Skewness | 0.0769 | |||
| Kurtosis | (0.58) |
Davis Appreciation Income Backtested Returns
At this stage we consider Davis Mutual Fund to be very steady. Davis Appreciation Income secures Sharpe Ratio (or Efficiency) of 0.27, which denotes the fund had a 0.27 % return per unit of risk over the last 3 months. We have found twenty-seven 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 0.5032, mean deviation of 0.4413, and Coefficient Of Variation of 368.59 to check if the risk estimate we provide is consistent with the expected return of 0.14%. The fund shows a Beta (market volatility) of 0.59, 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 | 0.59 |
Modest predictability
Davis Appreciation Income has modest predictability. Overlapping area represents the amount of predictability between Davis Appreciation time series from 10th of November 2025 to 25th of December 2025 and 25th of December 2025 to 8th 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 0.59 indicates that roughly 59.0% of current Davis Appreciation price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.59 | |
| Spearman Rank Test | 0.73 | |
| Residual Average | 0.0 | |
| Price Variance | 0.6 |
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.
Davis Appreciation Income Technical Analysis
The output start index for this execution was one with a total number of output elements of sixty. The Average True Range was developed by J. Welles Wilder in 1970s. It is one of components of the Welles Wilder Directional Movement indicators. The ATR is a measure of Davis Appreciation Income volatility. High ATR values indicate high volatility, and low values indicate low volatility.
About Davis Appreciation Technical Analysis
The technical analysis module can be used to analyzes prices, returns, volume, basic money flow, and other market information and help investors to determine the real value of Davis Appreciation Income on a daily or weekly bases. We use both bottom-up as well as top-down valuation methodologies to arrive at the intrinsic value of Davis Appreciation Income based on its technical analysis. In general, a bottom-up approach, as applied to this mutual fund, focuses on Davis Appreciation Income price pattern first instead of the macroeconomic environment surrounding Davis Appreciation Income. By analyzing Davis Appreciation's financials, daily price indicators, and related drivers such as dividends, momentum ratios, and various types of growth rates, we attempt to find the most accurate representation of Davis Appreciation's intrinsic value. As compared to a bottom-up approach, our top-down model examines the macroeconomic factors that affect the industry/economy before zooming in to Davis Appreciation specific price patterns or momentum indicators. Please read more on our technical analysis page.
Davis Appreciation February 8, 2026 Technical Indicators
Most technical analysis of Davis help investors determine whether a current trend will continue and, if not, when it will shift. We provide a combination of tools to recognize potential entry and exit points for Davis from various momentum indicators to cycle indicators. When you analyze Davis charts, please remember that the event formation may indicate an entry point for a short seller, and look at different other indicators across different periods to confirm that a breakdown or reversion is likely to occur.
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.2137 | |||
| Market Risk Adjusted Performance | 0.2428 | |||
| Mean Deviation | 0.4413 | |||
| Semi Deviation | 0.1815 | |||
| Downside Deviation | 0.5032 | |||
| Coefficient Of Variation | 368.59 | |||
| Standard Deviation | 0.5402 | |||
| Variance | 0.2918 | |||
| Information Ratio | 0.1053 | |||
| Jensen Alpha | 0.0898 | |||
| Total Risk Alpha | 0.0831 | |||
| Sortino Ratio | 0.113 | |||
| Treynor Ratio | 0.2328 | |||
| Maximum Drawdown | 2.29 | |||
| Value At Risk | (0.74) | |||
| Potential Upside | 1.01 | |||
| Downside Variance | 0.2532 | |||
| Semi Variance | 0.0329 | |||
| Expected Short fall | (0.49) | |||
| Skewness | 0.0769 | |||
| Kurtosis | (0.58) |
Davis Appreciation February 8, 2026 Daily Trend Indicators
Traders often use several different daily volumes and price technical indicators to supplement a more traditional technical analysis when analyzing securities such as Davis stock. With literally thousands of different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 0.00 | ||
| Daily Balance Of Power | Huge | ||
| Rate Of Daily Change | 1.01 | ||
| Day Median Price | 70.23 | ||
| Day Typical Price | 70.23 | ||
| Price Action Indicator | 0.33 |
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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