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Simulated Performance for DAVIS SELECTED ADVISERS

Performance Trend (13F securities)
Reporting Period Quarterly Simulated Performance Quarterly Hit Rate Annual Simulated Performance Annual Hit Rate Annual Simulated Performance Decile Annual Simulated Performance Hedge Funds Decile Annual Simulated Performance Quant Decile Annual Simulated Performance Fundamental Decile
June 30, 2013 4.76 % 0.73 23.96 % 0.90 6
Sept. 30, 2013 11.26 % 0.80 19.06 % 0.85 8
Dec. 31, 2013 2.66 % 0.65 13.60 % 0.75 8
March 31, 2014 3.68 % 0.80 10.64 % 0.72 6
June 30, 2014 -1.00 % 0.37 7.12 % 0.59 7
Sept. 30, 2014 3.87 % 0.72 0.99 % 0.49 8
Dec. 31, 2014 2.27 % 0.57 5.21 % 0.49 10
March 31, 2015 1.29 % 0.39 -1.14 % 0.45 7
June 30, 2015 -6.36 % 0.26 -0.58 % 0.55 6
Sept. 30, 2015 6.88 % 0.76 14.71 % 0.79 6
Dec. 31, 2015 -3.37 % 0.63 16.06 % 0.79 7
March 31, 2016 3.66 % 0.59 22.43 % 0.76 8
June 30, 2016 7.16 % 0.65 21.80 % 0.72 8
Sept. 30, 2016 5.61 % 0.44 19.01 % 0.73 7
Dec. 31, 2016 4.22 % 0.69 21.26 % 0.82 7
March 31, 2017 3.61 % 0.68 15.02 % 0.71 7
June 30, 2017 5.42 % 0.73 17.29 % 0.72 8
Sept. 30, 2017 8.05 % 0.71 15.63 % 0.62 6
Dec. 31, 2017 -2.23 % 0.35 -13.78 % 0.28 2
March 31, 2018 4.35 % 0.67 2.95 % 0.70 2
June 30, 2018 3.03 % 0.61 -1.55 % 0.57 2
Sept. 30, 2018 -18.43 % 0.11 -2.56 % 0.62 3
Dec. 31, 2018 15.35 % 0.88 32.96 % 0.87 8
March 31, 2019 3.32 % 0.56 -17.69 % 0.24 3
June 30, 2019 2.35 % 0.66 -4.54 % 0.36 3
Sept. 30, 2019 10.20 % 0.71 2.17 % 0.43 3
Dec. 31, 2019 -27.07 % 0.07 5.73 % 0.49 2
March 31, 2020 16.73 % 0.85 67.33 % 0.97 7
June 30, 2020 8.16 % 0.60 57.34 % 0.96 9
Sept. 30, 2020 19.00 % 0.91 44.66 % 0.90 9
Dec. 31, 2020 14.40 % 0.84 24.83 % 0.82 5
March 31, 2021 6.30 % 0.80 0.13 % 0.72 3
June 30, 2021 -6.41 % 0.46 -24.83 % 0.23 3
Sept. 30, 2021 2.17 % 0.75 -24.34 % 0.15 3
Dec. 31, 2021 -5.38 % 0.34 -20.88 % 0.18 4
March 31, 2022 -17.18 % 0.13 -15.46 % 0.23 2
June 30, 2022 -7.07 % 0.22 12.70 % 0.54 3
Sept. 30, 2022 8.44 % 0.73 21.09 % 0.62 7
Dec. 31, 2022 5.04 % 0.53 33.61 % 0.74 8
March 31, 2023 12.35 % 0.64 47.15 % 0.76 10
June 30, 2023 -1.27 % 0.33 32.28 % 0.71 9
Sept. 30, 2023 15.60 % 0.89 41.19 % 0.92 9
Dec. 31, 2023 13.85 % 0.69 24.52 % 0.73 7
March 31, 2024 0.73 % 0.50 6.71 % 0.66 5
June 30, 2024 4.71 % 0.77 15.02 % 0.71 7
Sept. 30, 2024 0.54 % 0.39 - -
Dec. 31, 2024 0.13 % 0.54 - -
March 31, 2025 8.57 % 0.55 - -
June 30, 2025 - - - -