# Davis Balanced Fund Y (DCSYX)

> Source: Nexqual · https://nexqual.com/DCSYX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, Davis Balanced Fund Y (DCSYX), nexqual.com/DCSYX" · informational, not investment advice.

**Price:** USD 75.64 (-0.55% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 76.06 · day 75.64–75.64 · 52w 66.36–77.41 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +19.5% vs S&P 500 +13.4%; 5Y +68.8% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +19.5% | +68.8% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +19.6% | +11.1% |
| Volatility (annualized) | 8.7% | 13.4% |
| Max drawdown | -6.7% (Feb 2026→Mar 2026) | -25.5% (Jan 2022→Sep 2022) |

## Peers
DCSCX (Davis Appreciation and Income F) USD 74.93 -0.00% · DGOYX (Davis Opportunity Fd Class Y) USD 48.47 -0.00% · DREYX (Davis Real Estate Fund, Inc. Cl) USD 38.92 +0.00% · DVFYX (Davis Financial Fund, Inc. Clas) USD 82.97 -0.00% · DGFYX (Davis Global Fund Class Y) USD 31.53 -0.00%

## More
Full page: https://nexqual.com/DCSYX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt