Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THPBX (DREYFUS BALANCED OPPORTUNITY FUND CLASS J) | 5.72% | 17.19% | 13.29% | 4.05% | 6.75% | 7.14% | 6.17% | … | … |
Data as of 06/04/2026, Common starting date is 12/21/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THPBX (DREYFUS BALANCED OPPORTUNITY FUND CLASS J) | 12/21/1987 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.54 | 17.19 | 13.29 | 4.05 | 6.75 | 7.14 | 6.17 | … | … | 5.72 | 13.31 | 12.38 | 17.64 | -19.41 | 2.39 | 6.92 | 20.34 | -3.90 | 11.78 | 10.24 | -0.33 | 7.60 | 21.31 | 13.70 | -1.56 | 13.89 | 22.04 | -27.66 | 5.19 | 9.62 | -1.32 | 7.01 | 21.97 | -9.39 | 11.10 | 10.02 | 8.86 | 16.85 | 22.59 | 12.90 | 12.72 | -10.11 | -0.30 | -1.61 | 26.13 | 3.11 | 19.97 | 13.74 | 0.58 |
| Sharpe Ratio | NA | 1.74 | 1.04 | 0.12 | 0.40 | NA | NA | … | … | 1.00 | 0.90 | 1.02 | 1.61 | -1.16 | 0.17 | 0.29 | 2.28 | -0.48 | 2.33 | 1.03 | -0.03 | 0.97 | 2.50 | 1.44 | -0.10 | 1.02 | 1.09 | -1.02 | 0.20 | 0.90 | -0.55 | 0.80 | 1.79 | -0.60 | 0.74 | 0.37 | 0.40 | 0.87 | 1.49 | 0.71 | 0.96 | -0.92 | -0.30 | -0.44 | 2.45 | -0.24 | 2.14 | 1.08 | 1.02 |
| Standard Deviation(%) | NA | 8.53 | 9.91 | 12.67 | 12.80 | NA | NA | … | … | 10.44 | 11.70 | 8.55 | 8.76 | 18.07 | 14.26 | 22.84 | 8.29 | 11.00 | 4.80 | 9.71 | 10.31 | 7.80 | 8.50 | 9.53 | 16.39 | 13.49 | 20.11 | 28.09 | 10.36 | 6.94 | 6.54 | 7.56 | 11.85 | 17.59 | 11.92 | 15.49 | 13.62 | 15.42 | 12.67 | 12.91 | 9.07 | 14.26 | 8.16 | 9.25 | 9.04 | 9.91 | 6.56 | 8.17 | 18.22 |
| Draw Down(%) | NA | 7.50 | 12.66 | 30.87 | 30.87 | NA | NA | … | … | 7.50 | 12.31 | 5.31 | 7.84 | 22.08 | 13.54 | 26.45 | 4.62 | 13.59 | 2.93 | 7.85 | 8.28 | 5.52 | 4.76 | 8.19 | 16.04 | 11.46 | 19.73 | 37.75 | 6.57 | 5.62 | 5.50 | 6.20 | 10.91 | 24.97 | 11.20 | 6.94 | 13.85 | 19.63 | 8.26 | 9.19 | 7.28 | 12.59 | 4.36 | 10.16 | 4.21 | 12.95 | 4.24 | 4.71 | 2.21 |
| Yield(%) | 0.00 | 8.48 | 7.24 | 3.98 | 4.74 | 5.42 | 4.94 | … | … | 0.00 | 8.92 | 6.75 | 6.27 | 1.14 | 0.49 | 0.95 | 4.14 | 8.47 | 5.48 | 1.45 | 5.79 | 9.21 | 2.77 | 1.60 | 1.56 | 2.12 | 2.08 | 2.49 | 17.78 | 2.02 | 2.48 | 1.75 | 1.58 | 1.47 | 9.31 | 13.35 | 8.79 | 7.77 | 12.52 | 1.70 | 1.92 | 2.07 | 1.92 | 1.90 | 2.42 | 2.47 | 3.17 | 2.27 | 1.04 |
Data as of 06/04/2026, Common starting date is 12/21/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THPBX (DREYFUS BALANCED OPPORTUNITY FUND CLASS J) |
-10.88%
Feb 2006 – Feb 2009 |
-5.65%
Feb 2004 – Feb 2009 |
1.33%
Feb 1999 – Feb 2009 |
3.86%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THPBX (DREYFUS BALANCED OPPORTUNITY FUND CLASS J) |
19.45%
Mar 1997 – Mar 2000 |
17.07%
Feb 2009 – Feb 2014 |
11.49%
Feb 2009 – Feb 2019 |
9.09%
Dec 1988 – Dec 2003 |
Annualized Rolling Returns Comparison Chart
