SLASX vs. NYVTX
SLASX (Selected American Shares Fund) and NYVTX (Davis New York Venture Fund) are both Large Cap Blend Equities funds from Davis. Over the past 10 years, SLASX returned 13.32%/yr vs 13.12%/yr for NYVTX. Their correlation of 0.90 means they have usually moved in the same direction. SLASX charges 0.98%/yr vs 0.89%/yr for NYVTX.
Performance
SLASX vs. NYVTX - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with SLASX having a 13.18% return and NYVTX slightly higher at 13.20%. Both investments have delivered pretty close results over the past 10 years, with SLASX having a 13.32% annualized return and NYVTX not far behind at 13.12%.
SLASX
- 1D
- 0.27%
- 1M
- 1.40%
- 6M
- 9.20%
- YTD
- 13.18%
- 1Y
- 32.39%
- 3Y*
- 20.84%
- 5Y*
- 11.97%
- 10Y*
- 13.32%
- ALL TIME*
- 10.41%
NYVTX
- 1D
- 0.36%
- 1M
- 1.65%
- 6M
- 9.38%
- YTD
- 13.20%
- 1Y
- 32.39%
- 3Y*
- 20.43%
- 5Y*
- 12.04%
- 10Y*
- 13.12%
- ALL TIME*
- 9.86%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
SLASX vs. NYVTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SLASX Selected American Shares Fund | 13.18% | 26.72% | 17.60% | 32.47% | -20.33% | 17.71% | 11.61% | 31.20% | -13.96% | 21.80% |
NYVTX Davis New York Venture Fund | 13.20% | 26.83% | 17.27% | 30.14% | -17.54% | 12.47% | 11.42% | 30.99% | -12.99% | 22.18% |
Correlation
The correlation between SLASX and NYVTX is 1.00 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 1.00 |
Correlation (3Y) Balances recent behavior with more history. | 1.00 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 1.00 |
Correlation (10Y) Provides a long-term view across more market conditions. | 1.00 |
Correlation (All Time) Calculated using the full available price history since Jan 14, 1980 | 0.90 |
The correlation between SLASX and NYVTX has been stable across timeframes, ranging from 0.90 to 1.00 - a consistent structural relationship.
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Return for Risk
SLASX vs. NYVTX — Risk / Return Rank
SLASX
NYVTX
SLASX vs. NYVTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Selected American Shares Fund (SLASX) and Davis New York Venture Fund (NYVTX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SLASX | NYVTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.06 | ||
| Sortino ratioReturn per unit of downside risk | -0.09 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.40 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 3.58 | 3.63 | -0.04 |
| Martin ratioReturn relative to average drawdown | 14.25 | 14.31 | -0.06 |
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Drawdowns
SLASX vs. NYVTX - Drawdown Comparison
The maximum SLASX drawdown since its inception was -58.43%, roughly equal to the maximum NYVTX drawdown of -58.56%. Use the drawdown chart below to compare losses from any high point for SLASX and NYVTX.
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Drawdown Indicators
| SLASX | NYVTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.43% | -58.56% | +0.13% |
Max Drawdown (1Y)Largest decline over 1 year | -8.14% | -8.01% | -0.13% |
Max Drawdown (3Y)Largest decline over 3 years | -22.14% | -21.77% | -0.37% |
Max Drawdown (5Y)Largest decline over 5 years | -31.41% | -30.49% | -0.92% |
Max Drawdown (10Y)Largest decline over 10 years | -36.59% | -36.98% | +0.39% |
Current DrawdownCurrent decline from peak | -0.66% | -0.32% | -0.34% |
Average DrawdownAverage peak-to-trough decline | -8.16% | -10.14% | +1.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 2.03% | +0.02% |
Volatility
SLASX vs. NYVTX - Volatility Comparison
Selected American Shares Fund (SLASX) has a higher volatility of 3.08% compared to Davis New York Venture Fund (NYVTX) at 2.81%. This indicates that SLASX's price experiences larger fluctuations and is considered to be riskier than NYVTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SLASX | NYVTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.08% | 2.81% | +0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 9.30% | 8.88% | +0.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.94% | 12.54% | +0.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.88% | 19.63% | +0.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.09% | 19.94% | +0.15% |
SLASX vs. NYVTX - Expense Ratio Comparison
SLASX has a 0.98% expense ratio, which is higher than NYVTX's 0.89% expense ratio.
Dividends
SLASX vs. NYVTX - Dividend Comparison
SLASX's dividend yield for the trailing twelve months is around 8.54%, less than NYVTX's 9.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NYVTX Davis New York Venture Fund | 9.61% | 11.46% | 21.31% | 7.92% | 7.48% | 21.93% | 5.88% | 7.54% | 24.08% | 8.32% | 12.85% | 22.97% |
SLASX Selected American Shares Fund | 8.54% | 11.56% | 20.21% | 7.72% | 7.85% | 12.55% | 2.76% | 5.06% | 18.16% | 7.01% | 14.99% | 21.13% |
Frequently Asked Questions
With a correlation of 1.00, SLASX and NYVTX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
SLASX has higher volatility (3.08%) compared to NYVTX (2.81%). In terms of maximum drawdown, SLASX dropped -58.43% vs NYVTX's -58.56%.
NYVTX currently has the higher Sharpe Ratio (2.32 vs 2.25), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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