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DGAGX: DREYFUS APPRECIATION FUND INC INVESTOR SHARES (MUTUAL FUND)
Basic Info 41.33 0.16(0.39%) April 25
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (97%) |
Start Date: | 09/11/1986 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 0.57% |
Expenses | 0.66% |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/10/1996 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 3.9 | 17.4 | 6.0 | 13.1 | 11.2 | 13.2 | 8.7 | 9.0 | 21.4 | -17.9 | 26.8 | 24.0 | 35.2 | -6.6 | 26.6 | 7.2 | -2.2 | 8.3 | 21.4 | 10.2 | 7.6 | 15.3 | 21.0 | -32.4 | 6.6 | 16.2 | 4.1 | 5.6 | 20.4 | -16.9 | -10.7 | 1.7 | 10.0 | 30.8 | 27.9 | 25.7 | 37.7 | 3.6 | 0.3 | 4.1 | 36.0 | -8.3 | 20.3 | 15.7 | -5.2 | 0.9 |
Sharpe Ratio | NA | 0.37 | 0.9 | 0.21 | 0.54 | 0.57 | NA | NA | 0.42 | 1.4 | -0.78 | 1.9 | 0.7 | 2.67 | -0.47 | 4.08 | 0.56 | -0.15 | 0.79 | 2.15 | 0.87 | 0.39 | 0.96 | 0.94 | -0.89 | 0.24 | 1.45 | 0.21 | 0.49 | 1.35 | -0.82 | -0.81 | -0.13 | 0.39 | 1.4 | 1.32 | 1.91 | 4.47 | 0.06 | -0.19 | 0.16 | 2.2 | -0.81 | 1.2 | 0.95 | -0.3 | -0.07 |
Draw Down(%) | NA | 4.4 | 8.6 | 27.1 | 32.0 | 32.0 | NA | NA | 48.8 | 8.6 | 26.6 | 6.9 | 32.0 | 6.7 | 17.8 | 1.8 | 7.9 | 14.0 | 7.6 | 6.4 | 10.1 | 14.8 | 13.0 | 24.0 | 42.4 | 8.6 | 6.4 | 6.1 | 7.0 | 13.2 | 27.3 | 21.8 | 12.4 | 10.3 | 18.2 | 10.9 | 5.3 | 3.0 | 9.4 | 8.1 | 6.0 | 5.8 | 19.0 | 11.6 | 8.7 | 34.7 | 4.8 |
Standard Deviation(%) | NA | 10.8 | 11.1 | 17.5 | 21.2 | 17.5 | NA | NA | 17.0 | 12.3 | 24.7 | 14.1 | 33.6 | 12.7 | 16.9 | 6.4 | 12.4 | 14.9 | 10.4 | 10.0 | 11.7 | 19.4 | 15.7 | 22.2 | 37.3 | 14.8 | 9.0 | 9.6 | 9.4 | 14.6 | 21.9 | 16.3 | 18.9 | 17.4 | 19.6 | 18.4 | 11.5 | 7.6 | 9.4 | 9.5 | 10.5 | 14.6 | 16.6 | 12.2 | 11.5 | 30.3 | 7.8 |
Treynor Ratio | NA | 0.05 | 0.11 | 0.04 | 0.12 | 0.11 | NA | NA | 0.08 | 0.19 | -0.2 | 0.27 | 0.25 | 0.34 | -0.08 | 0.29 | 0.08 | -0.02 | 0.1 | 0.25 | 0.12 | 0.09 | 0.18 | 0.26 | -0.37 | 0.04 | 0.16 | 0.02 | 0.06 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.02 | -0.02 | 0.0 | 0.0 | 0.0 | NA | NA | 0.02 | -0.01 | 0.01 | 0.0 | 0.01 | 0.01 | -0.01 | 0.02 | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | 0.02 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | -0.01 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.84 | 0.88 | 0.96 | 0.96 | 0.95 | NA | NA | 0.9 | 0.89 | 0.99 | 0.99 | 0.95 | 0.99 | 0.97 | 0.89 | 0.91 | 0.94 | 0.86 | 0.86 | 0.88 | 0.81 | 0.84 | 0.79 | 0.9 | 0.92 | 0.83 | 0.9 | 0.79 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.82 | 0.89 | 0.94 | 0.95 | 0.95 | NA | NA | 0.56 | 0.92 | 0.98 | 0.88 | 0.95 | 0.96 | 0.97 | 0.86 | 0.94 | 0.96 | 0.91 | 0.92 | 0.94 | 0.97 | 0.95 | 0.95 | 0.97 | 0.96 | 0.88 | 0.92 | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 2.6 | 8.5 | 7.0 | 8.6 | 9.6 | 14.0 | 8.2 | N/A | 8.4 | 6.9 | 4.6 | 6.1 | 12.8 | 16.6 | 17.3 | 23.5 | 23.7 | 5.5 | 1.9 | 1.8 | 1.5 | 1.3 | 2.2 | 4.4 | 4.4 | 6.0 | 1.4 | 1.4 | 1.3 | 1.1 | 0.7 | 7.8 | 1.3 | 0.9 | 1.3 | 1.2 | 2.2 | 1.9 | 1.8 | 0.8 | 1.8 | 2.0 | 1.6 | 1.8 | 1.4 | 0.2 |
Dividend Growth(%) | N/A | -65.0 | -14.1 | -17.1 | -63.5 | 373.6 | N/A | N/A | N/A | -8.5 | 87.0 | -14.5 | -41.5 | -41.2 | 3.3 | -37.0 | -27.4 | 347.4 | 239.3 | 15.1 | 25.9 | 34.9 | -32.8 | -67.2 | 1.0 | -19.9 | 338.2 | 5.8 | 26.8 | -2.4 | 35.5 | -91.2 | 562.3 | 82.8 | -9.4 | 28.0 | -24.2 | 17.9 | 3.7 | 125.0 | -40.0 | -16.7 | 50.0 | -5.9 | 21.4 | 600.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/10/1996
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