Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DGAGX (DREYFUS APPRECIATION FUND INC INVESTOR SHARES) | 6.59% | 10.08% | 13.54% | 12.01% | 12.25% | 12.17% | 9.21% | 9.62% |
Data as of 07/25/2025, AR inception is 09/11/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DGAGX (DREYFUS APPRECIATION FUND INC INVESTOR SHARES) | 09/11/1986 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 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 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.14 | 10.08 | 13.54 | 12.01 | 12.25 | 12.17 | 9.21 | 9.62 | 6.59 | 12.45 | 21.37 | -17.86 | 27.10 | 23.96 | 35.22 | -6.59 | 26.60 | 7.20 | -2.18 | 8.25 | 21.44 | 10.18 | 7.63 | 15.26 | 21.02 | -32.41 | 6.56 | 16.25 | 4.14 | 5.57 | 20.39 | -16.87 | -10.74 | 1.65 | 9.97 | 30.85 | 27.85 | 25.67 | 37.70 | 3.56 | 0.28 | 4.12 | 35.98 | -8.31 | 20.32 | 15.72 | -5.22 | 0.94 |
| Sharpe Ratio | NA | 0.38 | 0.62 | 0.59 | 0.59 | NA | NA | 0.42 | 0.42 | 0.75 | 1.45 | -0.78 | 1.93 | 0.69 | 2.66 | -0.47 | 4.08 | 0.56 | -0.15 | 0.79 | 2.15 | 0.87 | 0.39 | 0.96 | 0.94 | -0.89 | 0.23 | 1.43 | 0.20 | 0.49 | 1.35 | -0.82 | -0.82 | -0.14 | 0.38 | 1.40 | 1.31 | 1.89 | 4.45 | 0.05 | -0.20 | 0.15 | 2.19 | -0.83 | 1.18 | 0.94 | -0.31 | -0.09 |
| Standard Deviation(%) | NA | 18.31 | 16.39 | 17.30 | 18.17 | NA | NA | 17.00 | 21.58 | 11.74 | 12.32 | 24.72 | 14.02 | 34.06 | 12.68 | 16.90 | 6.39 | 12.41 | 14.86 | 10.37 | 9.97 | 11.72 | 19.43 | 15.75 | 22.18 | 37.29 | 14.80 | 8.99 | 9.61 | 9.44 | 14.59 | 21.87 | 16.35 | 18.92 | 17.43 | 19.61 | 18.36 | 11.54 | 7.58 | 9.41 | 9.53 | 10.47 | 14.55 | 16.60 | 12.18 | 11.52 | 30.25 | 7.77 |
| Draw Down(%) | NA | 17.36 | 17.36 | 27.13 | 31.99 | NA | NA | 48.80 | 16.91 | 7.76 | 8.62 | 26.62 | 6.86 | 31.99 | 6.65 | 17.81 | 1.76 | 7.88 | 14.03 | 7.59 | 6.45 | 10.09 | 14.85 | 12.96 | 23.98 | 42.41 | 8.55 | 6.40 | 6.15 | 7.03 | 13.17 | 27.32 | 21.79 | 12.41 | 10.35 | 18.16 | 10.95 | 5.35 | 3.05 | 9.37 | 8.12 | 6.03 | 5.75 | 18.99 | 11.58 | 8.72 | 34.73 | 4.82 |
| Yield(%) | 0.00 | 15.34 | 11.69 | 9.91 | 10.35 | 11.96 | 8.61 | 21.07 | 2.45 | 16.79 | 8.42 | 6.89 | 4.84 | 6.12 | 12.77 | 16.57 | 17.34 | 23.54 | 23.70 | 5.50 | 1.88 | 1.76 | 1.51 | 1.27 | 2.21 | 4.41 | 4.44 | 5.97 | 1.42 | 1.40 | 1.28 | 1.11 | 0.72 | 7.77 | 1.28 | 0.91 | 1.26 | 1.21 | 2.21 | 1.86 | 1.76 | 0.85 | 1.85 | 1.91 | 1.61 | 1.79 | 1.47 | 0.21 |
Data as of 07/25/2025, AR inception is 09/11/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGAGX (DREYFUS APPRECIATION FUND INC INVESTOR SHARES) |
-11.69%
Feb 2006 - Feb 2009 |
-5.86%
Feb 2004 - Feb 2009 |
-2.73%
Feb 1999 - Feb 2009 |
3.29%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGAGX (DREYFUS APPRECIATION FUND INC INVESTOR SHARES) |
33.15%
Mar 1995 - Mar 1998 |
27.46%
Jun 1994 - Jun 1999 |
17.60%
Oct 1990 - Oct 2000 |
14.13%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart