Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BOSYX (DREYFUS/THE BOSTON COMPANY SMALL CAP VALUE FUND CLASS Y) 17.82% 31.50% 14.16% 5.76% NA NA NA
Data as of 06/04/2026, Common starting date is 08/04/2016
More Performance Analytics Comparison
Name Start Date End Date
BOSYX (DREYFUS/THE BOSTON COMPANY SMALL CAP VALUE FUND CLASS Y) 08/04/2016 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Annualized Return (%) 0.23 31.50 14.16 5.76 NA NA NA 17.82 -19.76 6.90 6.89 -9.02 24.75 4.32 24.63 -8.63 10.67 14.83
Sharpe Ratio NA 1.71 0.57 0.16 NA NA NA 2.56 -0.58 0.18 0.18 -0.44 1.12 0.09 1.51 -0.61 0.82 2.73
Standard Deviation(%) NA 16.88 19.65 20.65 NA NA NA 17.31 39.51 18.65 18.52 23.93 22.08 44.75 15.31 16.44 12.27 14.65
Draw Down(%) NA 9.49 26.22 26.22 NA NA NA 9.49 29.32 10.03 18.29 18.95 12.63 43.38 10.18 22.99 7.63 6.64
Yield(%) 0.00 30.54 16.22 10.57 10.95 7.30 5.48 0.00 29.64 14.40 4.96 7.47 14.26 0.84 9.45 12.44 16.78 8.96
Data as of 06/04/2026, Common starting date is 08/04/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BOSYX (DREYFUS/THE BOSTON COMPANY SMALL CAP VALUE FUND CLASS Y) -6.93%
Mar 2017 – Mar 2020
3.68%
Sep 2018 – Sep 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BOSYX (DREYFUS/THE BOSTON COMPANY SMALL CAP VALUE FUND CLASS Y) 21.98%
Mar 2020 – Mar 2023
14.24%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return