Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DBOZX (DREYFUS BALANCED OPPORTUNITY FUND CLASS Z) | 5.70% | 17.10% | 13.20% | 3.95% | 6.66% | 7.03% | 6.04% | … | … |
Data as of 06/04/2026, Common starting date is 12/29/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DBOZX (DREYFUS BALANCED OPPORTUNITY FUND CLASS Z) | 12/29/2004 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.59 | 17.10 | 13.20 | 3.95 | 6.66 | 7.03 | 6.04 | … | … | 5.70 | 13.22 | 12.27 | 17.62 | -19.55 | 2.24 | 6.87 | 20.19 | -3.89 | 11.70 | 10.17 | -0.41 | 7.52 | 21.16 | 13.43 | -1.74 | 13.30 | 22.02 | -27.80 | 5.11 | 9.53 | -3.74 | 1.00 |
| Sharpe Ratio | NA | 1.73 | 1.03 | 0.11 | 0.39 | NA | NA | … | … | 0.99 | 0.89 | 1.01 | 1.60 | -1.16 | 0.15 | 0.29 | 2.26 | -0.48 | 2.33 | 1.03 | -0.04 | 0.96 | 2.50 | 1.42 | -0.11 | 0.98 | 1.09 | -1.02 | 0.19 | 0.88 | -0.84 | 22.23 |
| Standard Deviation(%) | NA | 8.54 | 9.93 | 12.69 | 12.81 | NA | NA | … | … | 10.45 | 11.71 | 8.56 | 8.80 | 18.09 | 14.32 | 22.85 | 8.27 | 10.98 | 4.76 | 9.66 | 10.31 | 7.81 | 8.46 | 9.49 | 16.40 | 13.42 | 20.11 | 28.06 | 10.41 | 6.99 | 7.13 | 11.14 |
| Draw Down(%) | NA | 7.53 | 12.68 | 30.96 | 30.96 | NA | NA | … | … | 7.53 | 12.29 | 5.32 | 7.85 | 22.14 | 13.57 | 26.49 | 4.60 | 13.56 | 2.90 | 7.84 | 8.28 | 5.50 | 4.78 | 8.23 | 16.05 | 11.45 | 19.73 | 37.84 | 6.60 | 5.69 | 5.57 | 0.00 |
| Yield(%) | 0.00 | 8.49 | 7.23 | 3.94 | 4.68 | 5.33 | 4.84 | … | … | 0.00 | 8.93 | 6.73 | 6.26 | 1.02 | 0.44 | 0.90 | 4.05 | 8.46 | 5.41 | 1.38 | 5.73 | 9.19 | 2.66 | 1.36 | 1.39 | 1.59 | 2.04 | 2.38 | 17.76 | 1.90 | 0.00 | 1.10 |
Data as of 06/04/2026, Common starting date is 12/29/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DBOZX (DREYFUS BALANCED OPPORTUNITY FUND CLASS Z) |
-10.96%
Feb 2006 – Feb 2009 |
-0.79%
Jun 2005 – Jun 2010 |
3.88%
Oct 2013 – Oct 2023 |
3.73%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DBOZX (DREYFUS BALANCED OPPORTUNITY FUND CLASS Z) |
18.87%
Feb 2009 – Feb 2012 |
16.82%
Feb 2009 – Feb 2014 |
11.33%
Feb 2009 – Feb 2019 |
8.69%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart