Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DGIGX (DREYFUS APPRECIATION FUND INC CLASS I) | 2.97% | 10.61% | 12.19% | 7.89% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DGIGX (DREYFUS APPRECIATION FUND INC CLASS I) | 09/01/2016 | 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 (%) | -0.36 | 10.61 | 12.19 | 7.89 | NA | NA | NA | … | … | 2.97 | 10.40 | 12.69 | 21.66 | -17.69 | 27.42 | 24.25 | 35.58 | -6.40 | 26.91 | 1.09 |
| Sharpe Ratio | NA | 0.82 | 0.67 | 0.33 | NA | NA | NA | … | … | 0.43 | 0.43 | 0.77 | 1.47 | -0.78 | 1.95 | 0.71 | 2.68 | -0.46 | 4.11 | 0.31 |
| Standard Deviation(%) | NA | 11.56 | 14.00 | 16.61 | NA | NA | NA | … | … | 13.42 | 17.61 | 11.74 | 12.34 | 24.70 | 14.02 | 33.62 | 12.71 | 16.91 | 6.41 | 10.07 |
| Draw Down(%) | NA | 11.15 | 17.33 | 26.99 | NA | NA | NA | … | … | 11.15 | 16.91 | 7.74 | 8.59 | 26.47 | 6.83 | 31.96 | 6.60 | 17.71 | 1.76 | 4.89 |
| Yield(%) | 0.00 | 17.01 | 14.39 | 10.47 | 12.07 | 8.05 | 6.03 | … | … | 0.00 | 19.60 | 17.19 | 8.74 | 7.13 | 5.14 | 6.41 | 13.13 | 16.89 | 17.96 | 14.61 |
Data as of 06/04/2026, Common starting date is 09/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGIGX (DREYFUS APPRECIATION FUND INC CLASS I) |
4.11%
Dec 2021 – Dec 2024 |
7.07%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGIGX (DREYFUS APPRECIATION FUND INC CLASS I) |
29.00%
Dec 2018 – Dec 2021 |
20.62%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart