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DTCAX: THE DREYFUS SUSTAINABLE U.S. EQUITY FUND INC. CLASS A (MUTUAL FUND)
Basic Info 18 0(0.0%) May 17
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (51%) |
Start Date: | 07/27/2000 |
Last Dividend Date: | 12/05/2023 |
12-Mo. Yield | 3.69% |
Expenses | 0.70% |
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Performance Analytics (As of 05/16/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/27/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.6 | 14.7 | 30.2 | 8.4 | 14.4 | 11.2 | 13.4 | 9.2 | 5.1 | 23.7 | -23.3 | 26.4 | 24.0 | 33.8 | -4.7 | 14.8 | 9.9 | -3.6 | 12.9 | 33.8 | 11.3 | 0.4 | 14.3 | 33.0 | -34.6 | 7.3 | 8.6 | 3.3 | 5.6 | 25.4 | -29.3 | -23.8 | -14.3 |
Sharpe Ratio | NA | 2.9 | 2.12 | 0.29 | 0.6 | 0.57 | NA | NA | 0.2 | 1.48 | -0.96 | 1.91 | 0.73 | 2.73 | -0.36 | 1.86 | 0.7 | -0.24 | 1.09 | 3.06 | 0.8 | 0.01 | 0.84 | 1.3 | -0.94 | 0.29 | 0.51 | 0.1 | 0.37 | 1.41 | -1.12 | -1.0 | -1.35 |
Draw Down(%) | NA | 5.2 | 9.9 | 27.7 | 31.3 | 31.3 | NA | NA | 63.9 | 9.9 | 27.5 | 6.1 | 31.3 | 5.9 | 18.4 | 3.0 | 11.0 | 14.0 | 8.5 | 5.1 | 11.9 | 19.1 | 14.0 | 23.9 | 45.0 | 9.7 | 9.5 | 7.9 | 11.6 | 12.6 | 37.9 | 39.7 | 23.4 |
Standard Deviation(%) | NA | 12.5 | 11.9 | 18.2 | 21.1 | 17.6 | NA | NA | 19.5 | 13.3 | 25.6 | 13.9 | 32.2 | 11.9 | 16.5 | 7.7 | 13.7 | 15.4 | 11.8 | 11.0 | 14.2 | 24.0 | 16.9 | 25.3 | 37.6 | 15.2 | 10.6 | 10.6 | 12.7 | 17.6 | 27.1 | 26.6 | 25.5 |
Treynor Ratio | NA | 0.36 | 0.26 | 0.05 | 0.13 | 0.1 | NA | NA | 0.04 | 0.21 | -0.24 | 0.26 | 0.26 | 0.35 | -0.06 | 0.14 | 0.09 | -0.04 | 0.13 | 0.35 | 0.1 | 0.0 | 0.15 | 0.36 | -0.39 | 0.05 | 0.05 | 0.01 | 0.04 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | -0.01 | -0.01 | -0.01 | 0.0 | 0.02 | 0.02 | 0.0 | -0.03 | -0.01 | -0.02 | 0.0 | 0.01 | -0.02 | 0.0 | 0.0 | 0.02 | 0.0 | 0.0 | -0.02 | -0.01 | -0.01 | NA | NA | NA | NA |
Beta | NA | 1.0 | 0.97 | 1.01 | 0.96 | 0.96 | NA | NA | 0.95 | 0.95 | 1.03 | 1.01 | 0.91 | 0.92 | 0.95 | 1.03 | 1.02 | 0.98 | 1.01 | 0.97 | 1.09 | 1.01 | 0.92 | 0.91 | 0.91 | 0.94 | 0.99 | 0.97 | 1.09 | NA | NA | NA | NA |
RSquared | NA | 0.89 | 0.92 | 0.97 | 0.96 | 0.96 | NA | NA | 0.74 | 0.91 | 0.98 | 0.95 | 0.95 | 0.94 | 0.96 | 0.82 | 0.97 | 0.98 | 0.97 | 0.96 | 0.96 | 0.99 | 0.97 | 0.97 | 0.98 | 0.97 | 0.91 | 0.89 | 0.84 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 3.7 | 5.9 | 6.5 | 8.0 | 11.8 | 8.1 | N/A | 4.0 | 8.9 | 5.1 | 3.7 | 3.3 | 4.2 | 24.3 | 5.5 | 12.7 | 13.5 | 4.4 | 0.7 | 0.4 | 0.2 | 0.0 | 0.4 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.6 | 6.2 |
Dividend Growth(%) | N/A | -100.0 | -69.2 | 133.8 | -50.3 | 1599.0 | N/A | N/A | N/A | -69.0 | 113.7 | 63.3 | 48.5 | -29.8 | -84.3 | 368.8 | -64.0 | -4.8 | 281.6 | 600.0 | 75.0 | 100.0 | N/A | -100.0 | 100.0 | N/A | N/A | N/A | N/A | N/A | -100.0 | -92.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/27/2000
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