Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DPTRX (DREYFUS TAX MANAGED GROWTH FUND CLASS I) | NA | -5.16% | 9.31% | 5.62% | 9.72% | 9.67% | 7.63% | … | … |
Data as of 09/23/2025, Common starting date is 06/29/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DPTRX (DREYFUS TAX MANAGED GROWTH FUND CLASS I) | 06/29/2004 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -5.16 | 9.31 | 5.62 | 9.72 | 9.67 | 7.63 | … | … | -3.83 | 12.50 | 20.50 | -23.93 | 22.43 | 16.50 | 35.28 | -6.94 | 25.81 | 6.27 | -2.65 | 7.74 | 21.19 | 8.76 | 9.51 | 15.91 | 20.54 | -30.38 | 5.79 | 16.63 | 4.04 | 0.75 |
| Sharpe Ratio | NA | -0.88 | 0.42 | 0.21 | 0.47 | NA | NA | … | … | -0.97 | 0.74 | 1.38 | -0.99 | 1.58 | 0.48 | 2.68 | -0.50 | 3.94 | 0.49 | -0.18 | 0.75 | 2.13 | 0.76 | 0.50 | 1.05 | 0.98 | -0.87 | 0.18 | 1.50 | 0.18 | 0.02 |
| Standard Deviation(%) | NA | 9.38 | 13.86 | 16.36 | 17.54 | NA | NA | … | … | 8.54 | 12.03 | 12.34 | 25.79 | 14.21 | 34.05 | 12.63 | 16.76 | 6.41 | 12.29 | 14.86 | 10.31 | 9.95 | 11.57 | 19.02 | 15.07 | 20.89 | 35.80 | 14.44 | 8.83 | 9.79 | 9.79 |
| Draw Down(%) | NA | 8.72 | 12.01 | 28.64 | 31.81 | NA | NA | … | … | 7.95 | 7.97 | 8.65 | 26.60 | 6.92 | 31.81 | 6.67 | 17.95 | 1.74 | 7.84 | 14.12 | 7.71 | 6.49 | 10.03 | 13.83 | 12.64 | 23.12 | 39.59 | 7.60 | 5.62 | 6.15 | 6.54 |
| Yield(%) | 0.00 | 24.10 | 13.16 | 8.02 | 9.25 | 9.74 | 7.74 | … | … | 13.04 | 15.02 | 8.29 | 0.34 | 0.27 | 0.66 | 6.77 | 10.40 | 6.64 | 1.42 | 6.49 | 4.14 | 1.85 | 1.65 | 1.55 | 1.79 | 2.29 | 1.62 | 1.52 | 1.63 | 0.82 | 0.00 |
Data as of 09/23/2025, Common starting date is 06/29/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DPTRX (DREYFUS TAX MANAGED GROWTH FUND CLASS I) |
-10.65%
Feb 2006 – Feb 2009 |
-0.12%
Jul 2004 – Jul 2009 |
5.17%
Dec 2006 – Dec 2016 |
6.41%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DPTRX (DREYFUS TAX MANAGED GROWTH FUND CLASS I) |
25.31%
Feb 2009 – Feb 2012 |
19.01%
Feb 2009 – Feb 2014 |
13.36%
Aug 2010 – Aug 2020 |
12.50%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart