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DSECX: DREYFUS SMALL CAP EQUITY FUND CLASS C (MUTUAL FUND)
Basic Info
Asset Class: | MID-CAP BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/24/2003 |
Last Dividend Date: | 01/18/2018 |
12-Mo. Yield | 15.38% |
Expenses | 2.19% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/24/2003 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 3.4 | 4.2 | 8.1 | 10.7 | 3.7 | 11.5 | 15.5 | -4.6 | 6.5 | 32.8 | 11.5 | -6.4 | 17.7 | 27.9 | -31.2 | -6.2 | 20.7 | 5.4 | 25.4 | 56.0 |
Sharpe Ratio | NA | 1.26 | 0.57 | 0.75 | 0.32 | 0.47 | 5.48 | 1.06 | 0.98 | -0.3 | 0.48 | 2.36 | 0.71 | -0.22 | 0.78 | 0.86 | -0.79 | -0.54 | 1.17 | 0.24 | 1.65 | 4.17 |
Draw Down(%) | NA | 6.8 | 21.6 | 21.6 | 48.4 | 55.3 | 0.6 | 6.8 | 10.5 | 14.4 | 11.9 | 7.0 | 13.9 | 29.9 | 19.3 | 26.5 | 45.3 | 15.8 | 13.0 | 9.2 | 9.3 | 5.4 |
Standard Deviation(%) | NA | 9.7 | 13.7 | 13.8 | 22.9 | 20.8 | 6.9 | 10.3 | 15.5 | 15.6 | 13.4 | 13.9 | 16.4 | 29.7 | 22.4 | 32.3 | 40.3 | 17.1 | 15.0 | 13.9 | 14.8 | 16.2 |
Treynor Ratio | NA | 0.18 | 0.09 | 0.11 | 0.08 | 0.1 | 2.82 | 0.1 | 0.16 | -0.05 | 0.06 | 0.31 | 0.11 | -0.06 | 0.17 | 0.28 | -0.37 | -0.09 | 0.16 | 0.03 | 0.22 | 0.68 |
Alpha | NA | 0.02 | 0.0 | 0.0 | -0.01 | 0.0 | 0.14 | -0.03 | 0.02 | -0.01 | -0.03 | -0.01 | -0.02 | -0.02 | -0.03 | -0.03 | 0.04 | -0.05 | 0.02 | -0.03 | 0.01 | 0.04 |
Beta | NA | 0.69 | 0.92 | 0.97 | 0.96 | 0.97 | 0.13 | 1.14 | 0.97 | 0.97 | 1.02 | 1.07 | 1.07 | 1.08 | 1.02 | 0.98 | 0.87 | 0.98 | 1.12 | 1.08 | 1.1 | 0.98 |
RSquared | NA | 0.47 | 0.81 | 0.85 | 0.93 | 0.92 | 0.13 | 0.75 | 0.91 | 0.9 | 0.9 | 0.93 | 0.94 | 0.97 | 0.97 | 0.97 | 0.93 | 0.91 | 0.88 | 0.88 | 0.88 | 0.89 |
Yield(%) | N/A | 15.4 | 11.9 | 13.5 | 8.8 | N/A | 3.5 | 12.1 | 3.1 | 20.5 | 19.7 | 12.9 | 10.2 | 8.4 | 0.0 | 0.0 | 0.0 | 11.9 | 3.3 | 2.8 | 0.0 | 3.4 |
Dividend Growth(%) | N/A | 471.0 | -20.6 | 263.2 | N/A | N/A | -71.4 | 346.3 | -88.6 | -10.0 | 76.0 | 29.9 | 1.3 | N/A | N/A | N/A | -100.0 | 320.2 | 25.4 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/24/2003
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