Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DVLIX (DREYFUS OPPORTUNISTIC MIDCAP VALUE FUND CLASS I) | 11.89% | 22.63% | 15.82% | 3.08% | 8.15% | 8.52% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/12/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DVLIX (DREYFUS OPPORTUNISTIC MIDCAP VALUE FUND CLASS I) | 06/12/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.85 | 22.63 | 15.82 | 3.08 | 8.15 | 8.52 | NA | … | … | 11.89 | 10.54 | 11.20 | 12.58 | -13.46 | 2.48 | 19.06 | 27.79 | -17.94 | 16.03 | 17.81 | -9.88 | 9.49 | 39.94 | 19.59 | -7.58 | 25.45 | 61.53 | -38.54 |
| Sharpe Ratio | NA | 1.36 | 0.83 | 0.02 | 0.32 | NA | NA | … | … | 1.57 | 0.41 | 0.58 | 0.63 | -0.63 | 0.12 | 0.51 | 1.70 | -1.04 | 1.42 | 0.96 | -0.61 | 0.69 | 2.79 | 1.13 | -0.25 | 1.08 | 1.83 | -1.09 |
| Standard Deviation(%) | NA | 13.81 | 15.29 | 18.26 | 20.06 | NA | NA | … | … | 15.64 | 18.55 | 12.99 | 14.18 | 23.66 | 20.60 | 36.90 | 15.44 | 18.58 | 10.90 | 18.36 | 16.16 | 13.73 | 14.32 | 17.37 | 29.91 | 23.53 | 33.52 | 54.15 |
| Draw Down(%) | NA | 9.11 | 20.71 | 29.88 | 40.43 | NA | NA | … | … | 9.11 | 19.21 | 7.73 | 12.76 | 20.17 | 18.65 | 40.43 | 11.15 | 27.34 | 6.86 | 14.26 | 18.45 | 12.42 | 6.17 | 13.82 | 31.01 | 20.82 | 26.31 | 53.92 |
| Yield(%) | 0.00 | 13.53 | 10.39 | 4.76 | 7.11 | 7.79 | 7.64 | … | … | 0.00 | 13.60 | 10.91 | 4.51 | 0.45 | 0.24 | 0.34 | 0.55 | 20.62 | 13.73 | 5.67 | 15.62 | 11.37 | 13.27 | 0.51 | 13.65 | 0.11 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/12/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVLIX (DREYFUS OPPORTUNISTIC MIDCAP VALUE FUND CLASS I) |
-5.26%
Mar 2017 – Mar 2020 |
-1.23%
Mar 2015 – Mar 2020 |
4.66%
Oct 2013 – Oct 2023 |
7.33%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVLIX (DREYFUS OPPORTUNISTIC MIDCAP VALUE FUND CLASS I) |
33.00%
Feb 2009 – Feb 2012 |
30.14%
Feb 2009 – Feb 2014 |
16.79%
Feb 2009 – Feb 2019 |
13.05%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart