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PESPX: DREYFUS MIDCAP INDEX FUND INC INVESTOR SHARES (MUTUAL FUND)
Basic Info
Asset Class: | MID-CAP BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/26/1991 |
Last Dividend Date: | 12/22/2022 |
12-Mo. Yield | 15.85% |
Expenses | 0.51% |
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Performance Analytics (As of 04/05/2023)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/07/1992 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.4 | -6.7 | -38.8 | -30.2 | -11.5 | -5.5 | -0.6 | 2.8 | 1.2 | -8.5 | -83.9 | 1.9 | 25.6 | -11.5 | 15.7 | 20.2 | -2.6 | 9.4 | 32.9 | 17.2 | -2.2 | 26.0 | 37.0 | -36.4 | 7.6 | 9.9 | 12.0 | 15.9 | 35.6 | -15.0 | -1.0 | 16.7 | 14.0 | 18.4 | 31.6 | 18.5 | 24.7 | -8.3 | 10.0 | 10.2 | 4.4 |
Sharpe Ratio | NA | -0.38 | -0.32 | -0.32 | -0.17 | NA | NA | 0.03 | -0.04 | -0.4 | -0.38 | 0.04 | 1.69 | -0.79 | 1.57 | 1.27 | -0.18 | 0.72 | 2.49 | 1.13 | -0.08 | 1.24 | 1.15 | -0.86 | 0.28 | 0.48 | 0.79 | 1.13 | 2.13 | -0.64 | -0.15 | 0.47 | 0.67 | 0.7 | 1.94 | 1.25 | 1.9 | -0.93 | 0.77 | 0.67 | 266.94 |
Draw Down(%) | NA | 18.4 | 90.3 | 90.3 | 90.3 | NA | NA | 90.3 | 12.7 | 22.8 | 87.1 | 42.1 | 8.5 | 23.2 | 5.5 | 11.3 | 12.6 | 10.6 | 7.3 | 11.2 | 26.4 | 17.4 | 27.3 | 53.2 | 11.4 | 12.7 | 8.0 | 10.5 | 13.6 | 32.1 | 25.9 | 13.7 | 13.5 | 27.2 | 9.3 | 11.4 | 5.8 | 11.7 | 6.5 | 11.2 | 0.0 |
Standard Deviation(%) | NA | 25.0 | 124.7 | 98.0 | 70.0 | NA | NA | 43.0 | 20.4 | 26.2 | 250.5 | 42.1 | 14.3 | 16.2 | 9.6 | 15.7 | 15.0 | 13.0 | 13.2 | 15.2 | 28.7 | 21.0 | 32.2 | 43.3 | 16.2 | 13.8 | 12.5 | 13.3 | 16.4 | 25.1 | 22.9 | 27.0 | 16.2 | 21.4 | 14.4 | 11.9 | 11.0 | 12.1 | 10.3 | 11.6 | 13.7 |
Treynor Ratio | NA | -0.1 | -0.36 | -0.29 | -0.12 | NA | NA | 0.01 | -0.01 | -0.11 | -1.15 | 0.02 | 0.23 | -0.13 | 0.13 | 0.2 | -0.03 | 0.09 | 0.32 | 0.17 | -0.02 | 0.27 | 0.38 | -0.39 | 0.05 | 0.06 | 0.1 | 0.15 | 0.35 | -0.16 | -0.03 | 0.14 | 0.12 | 0.15 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.01 | -0.11 | -0.08 | -0.04 | NA | NA | 0.0 | -0.01 | 0.02 | -0.51 | -0.06 | -0.02 | -0.01 | -0.02 | 0.03 | 0.0 | -0.02 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.03 | 0.01 | -0.02 | -0.01 | -0.02 | 0.0 | 0.0 | 0.01 | 0.03 | 0.02 | 0.03 | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.99 | 1.1 | 1.07 | 1.05 | NA | NA | 1.0 | 1.03 | 0.98 | 0.82 | 1.07 | 1.07 | 0.97 | 1.15 | 1.01 | 0.96 | 1.01 | 1.03 | 1.01 | 1.05 | 0.96 | 0.98 | 0.96 | 0.96 | 1.08 | 1.02 | 1.03 | 1.0 | 1.0 | 1.0 | 0.89 | 0.91 | 0.99 | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.96 | 0.18 | 0.28 | 0.33 | NA | NA | 0.56 | 0.93 | 0.96 | 0.01 | 0.88 | 0.91 | 0.95 | 0.88 | 0.95 | 0.96 | 0.94 | 0.95 | 0.97 | 0.99 | 0.99 | 0.99 | 0.98 | 0.98 | 0.95 | 0.97 | 0.96 | 0.98 | 1.0 | 0.99 | 0.9 | 0.91 | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 12.8 | 19.4 | 11.3 | 11.5 | 10.3 | 14.4 | N/A | 0.0 | 11.9 | 16.5 | 11.3 | 12.3 | 10.9 | 9.4 | 11.9 | 11.7 | 7.2 | 5.7 | 5.5 | 4.7 | 2.6 | 1.6 | 4.5 | 10.7 | 5.1 | 5.5 | 3.8 | 1.8 | 2.1 | 3.5 | 16.6 | 19.9 | 24.8 | 10.6 | 6.6 | 2.0 | 1.6 | 1.7 | 1.8 | 0.6 |
Dividend Growth(%) | N/A | -21.0 | 21.3 | 32.5 | 203.1 | 52.7 | N/A | N/A | -100.0 | -21.0 | 46.1 | 4.2 | -13.7 | 23.1 | -11.9 | -13.7 | 66.5 | 56.5 | 17.5 | 6.7 | 123.3 | 122.2 | -78.4 | -60.1 | 114.4 | 3.5 | 58.4 | 169.7 | -23.3 | -41.1 | -79.7 | -23.0 | -26.4 | 185.1 | 76.2 | 320.0 | 7.1 | 3.7 | 3.8 | 225.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/07/1992
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