Ratings & Risk for Davis Opportunity C (DGOCX)

Morningstar Category: Large Growth
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Low Average
    		449
    5-Year Below Average Average
    		390
    10-Year High Average
    		278
    Overall Average Average
    		—
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 21.17 -0.66 -0.48
    5-Year 17.69 0.07 -0.12
    10-Year 19.14 0.45 0.13
    15-Year 20.57 0.80 0.29
    20-Year 19.71 0.80 0.29
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 91.07 0.91 12.71
    3-Year 91.08 1.03 -2.29
    5-Year 89.72 1.05 -0.70
    10-Year 80.38 1.06 5.15

    S&P 500 TR

    Trailing data as of 10/31/2009