Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/05/2023.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PESPX (DREYFUS MIDCAP INDEX FUND INC INVESTOR SHARES) | NA | -6.70% | -40.36% | -30.18% | -11.49% | -5.48% | -0.66% | 3.07% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PESPX (DREYFUS MIDCAP INDEX FUND INC INVESTOR SHARES) | 12/26/1991 | 04/05/2023 |
The return data shown below all have the same latest date: 04/05/2023.
AR inception is since 12/26/1991.
AR inception is since 12/26/1991.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.37 | -6.70 | -40.36 | -30.18 | -11.49 | -5.48 | -0.66 | 3.07 | 1.20 | -8.52 | -83.91 | 1.89 | 25.55 | -11.50 | 15.68 | 20.23 | -2.63 | 9.37 | 32.87 | 17.20 | -2.20 | 26.02 | 37.04 | -36.45 | 7.56 | 9.87 | 12.05 | 15.92 | 35.62 | -15.02 | -1.01 | 16.74 | 14.02 | 18.41 | 31.59 | 18.46 | 24.69 | -8.32 | 10.02 | 10.21 | 4.41 |
| Sharpe Ratio | NA | -0.38 | -0.32 | -0.32 | -0.17 | NA | NA | 0.03 | -0.04 | -0.40 | -0.38 | 0.04 | 1.69 | -0.79 | 1.57 | 1.27 | -0.18 | 0.72 | 2.49 | 1.13 | -0.08 | 1.24 | 1.15 | -0.86 | 0.28 | 0.48 | 0.79 | 1.13 | 2.13 | -0.64 | -0.15 | 0.47 | 0.67 | 0.70 | 1.94 | 1.25 | 1.90 | -0.93 | 0.77 | 0.67 | 266.94 |
| Standard Deviation(%) | NA | 25.04 | 124.70 | 98.04 | 70.00 | NA | NA | 43.04 | 20.40 | 26.21 | 250.50 | 42.09 | 14.31 | 16.19 | 9.61 | 15.73 | 14.97 | 13.04 | 13.21 | 15.24 | 28.73 | 20.98 | 32.21 | 43.31 | 16.24 | 13.82 | 12.53 | 13.30 | 16.36 | 25.08 | 22.94 | 26.99 | 16.22 | 21.41 | 14.40 | 11.86 | 10.96 | 12.06 | 10.28 | 11.62 | 13.70 |
| Draw Down(%) | NA | 18.37 | 90.25 | 90.25 | 90.25 | NA | NA | 90.25 | 12.74 | 22.82 | 87.10 | 42.09 | 8.50 | 23.25 | 5.53 | 11.30 | 12.64 | 10.60 | 7.30 | 11.24 | 26.35 | 17.44 | 27.32 | 53.22 | 11.39 | 12.72 | 8.00 | 10.52 | 13.55 | 32.08 | 25.89 | 13.74 | 13.45 | 27.24 | 9.28 | 11.45 | 5.84 | 11.70 | 6.48 | 11.23 | 0.00 |
| Yield(%) | 0.00 | 12.75 | 19.40 | 11.29 | 11.52 | 10.26 | 14.36 | 15.86 | 0.00 | 11.91 | 16.51 | 11.31 | 12.34 | 10.93 | 9.45 | 11.86 | 11.67 | 7.23 | 5.66 | 5.49 | 4.72 | 2.64 | 1.54 | 4.47 | 10.67 | 5.16 | 5.49 | 3.81 | 1.82 | 2.07 | 3.46 | 16.61 | 19.94 | 24.77 | 10.58 | 6.63 | 1.95 | 1.64 | 1.72 | 1.81 | 0.57 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PESPX (DREYFUS MIDCAP INDEX FUND INC INVESTOR SHARES) |
-47.76%
Sep 2019 - Sep 2022 |
-30.93%
Sep 2017 - Sep 2022 |
-11.50%
Mar 2013 - Mar 2023 |
-6.64%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PESPX (DREYFUS MIDCAP INDEX FUND INC INVESTOR SHARES) |
30.88%
Feb 2009 - Feb 2012 |
26.35%
Feb 2009 - Feb 2014 |
16.81%
Feb 2009 - Feb 2019 |
13.19%
Jun 1992 - Jun 2007 |
Annualized Rolling Returns Comparison Chart