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DBMAX: DREYFUS/THE BOSTON COMPANY SMALL/MID CAP GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 25.55 0.06(0.24%) March 28
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (6%) |
Start Date: | 04/01/2009 |
Last Dividend Date: | 12/01/2021 |
12-Mo. Yield | 0.00% |
Expenses | 0.79% |
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Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/01/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.5 | 2.9 | 16.1 | -7.3 | 7.6 | 9.5 | 13.8 | 15.1 | -33.2 | -4.7 | 68.2 | 38.8 | -1.7 | 26.3 | 10.5 | -2.4 | 4.0 | 40.3 | 14.4 | 5.4 | 23.4 | 35.4 |
Sharpe Ratio | NA | 0.19 | 0.68 | -0.43 | 0.2 | 0.35 | 0.58 | 0.58 | -0.99 | -0.2 | 1.83 | 1.94 | -0.12 | 2.2 | 0.63 | -0.15 | 0.25 | 2.92 | 0.89 | 0.19 | 1.12 | 2.2 |
Draw Down(%) | NA | 4.6 | 18.7 | 45.8 | 48.4 | 48.4 | 48.4 | 19.1 | 39.1 | 21.5 | 35.6 | 13.5 | 29.8 | 5.4 | 14.2 | 16.9 | 12.0 | 4.4 | 12.0 | 23.3 | 16.6 | 8.6 |
Standard Deviation(%) | NA | 17.2 | 17.5 | 25.8 | 27.7 | 23.2 | 22.4 | 18.8 | 35.1 | 23.4 | 36.9 | 19.3 | 24.4 | 11.7 | 16.3 | 16.3 | 15.7 | 13.8 | 16.3 | 28.6 | 20.8 | 22.4 |
Treynor Ratio | NA | 0.03 | 0.11 | -0.1 | 0.05 | 0.08 | 0.13 | 0.11 | -0.33 | -0.04 | 0.7 | 0.29 | -0.02 | 0.2 | 0.11 | -0.02 | 0.04 | 0.4 | 0.15 | 0.05 | 0.25 | 0.53 |
Alpha | NA | -0.07 | -0.04 | -0.05 | -0.01 | 0.0 | 0.0 | -0.03 | -0.01 | -0.1 | 0.1 | -0.01 | 0.03 | -0.01 | 0.02 | 0.0 | -0.04 | 0.02 | 0.0 | 0.04 | -0.01 | -0.03 |
Beta | NA | 1.06 | 1.08 | 1.07 | 1.04 | 1.06 | 1.03 | 1.03 | 1.05 | 1.18 | 0.97 | 1.29 | 1.26 | 1.28 | 0.98 | 0.98 | 1.09 | 1.0 | 0.97 | 1.0 | 0.92 | 0.93 |
RSquared | NA | 0.81 | 0.83 | 0.89 | 0.87 | 0.87 | 0.89 | 0.86 | 0.93 | 0.84 | 0.86 | 0.86 | 0.88 | 0.8 | 0.91 | 0.9 | 0.91 | 0.92 | 0.93 | 0.97 | 0.95 | 0.96 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/01/2009
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