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DREYFUS APPRECIATION FUND INC INVESTOR SHARES DGAGX

  • Overview
  • Dividends
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Overview


Dividend 0.96
Ex-Dividend Date Mar 31, 2025
Annualized Return (3Y) 13.19%
Annualized Return (5Y) 11.46%
Annualized Return (10Y) 11.85%
Annualized Return (15Y) 12.17%
Close 40.22
Previous Close 40.30
Worst 3Y Roll AR -11.69%
Worst 5Y Roll AR -5.86%
Worst 10Y Roll AR -2.73%
Worst 15Y Roll AR 3.29%
Inception Date Sep 11, 1986
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Dividends


DREYFUS APPRECIATION FUND INC INVESTOR SHARES (DGAGX) Dividend Information

DREYFUS APPRECIATION FUND INC INVESTOR SHARES (DGAGX) dividend growth in the last 12 months is 107.12%

The trailing 12-month yield of DREYFUS APPRECIATION FUND INC INVESTOR SHARES is 14.98%. its dividend history:

Pay Date Cash Amount
Mar 31, 2025 $0.959
Dec 16, 2024 $5.659
Sep 30, 2024 $0.018
Jun 28, 2024 $0.048
Mar 28, 2024 $1.058
Dec 20, 2023 $2.044
Sep 29, 2023 $0.054
Jun 30, 2023 $0.077
Mar 31, 2023 $0.857
Dec 21, 2022 $2.782

Dividend Growth History for DREYFUS APPRECIATION FUND INC INVESTOR SHARES (DGAGX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2024
2024 $6.783 16.79% 123.71% -
2023 $3.032 8.42% -8.54% 123.71%
2022 $3.315 6.89% 76.42% 43.04%
2021 $1.879 4.84% -9.79% 53.40%
2020 $2.083 6.12% -41.24% 34.33%
2019 $3.545 12.77% -41.07% 13.86%
2018 $6.0159 16.57% 3.14% 2.02%
2017 $5.833 17.34% -37.07% 2.18%
2016 $9.269 23.54% -27.27% -3.83%
2015 $12.745 23.70% 346.88% -6.77%
2014 $2.852 5.50% 238.32% 9.05%
2013 $0.843 1.88% 16.44% 20.87%
2012 $0.724 1.76% 25.04% 20.50%
2011 $0.579 1.51% 34.03% 20.84%
2010 $0.432 1.27% -32.50% 21.74%
2009 $0.64 2.21% -67.15% 17.04%
2008 $1.948 4.41% 0.62% 8.11%
2007 $1.936 4.44% -19.80% 7.65%
2006 $2.414 5.97% 342.94% 5.91%
2005 $0.545 1.42% 5.01% 14.19%
2004 $0.519 1.40% 26.28% 13.71%
2003 $0.411 1.28% -3.29% 14.28%
2002 $0.425 1.11% 39.34% 13.42%
2001 $0.305 0.72% -91.31% 14.44%
2000 $3.509 7.77% 553.45% 2.78%
1999 $0.537 1.28% 80.20% 10.68%
1998 $0.298 0.91% -7.17% 12.77%
1997 $0.321 1.26% 28.40% 11.96%
1996 $0.25 1.21% -25.37% 12.51%
1995 $0.335 2.21% 20.94% 10.93%
1994 $0.277 1.86% 3.75% 11.25%
1993 $0.267 1.76% 113.60% 11.00%
1992 $0.125 0.85% -37.50% 13.29%
1991 $0.2 1.85% -14.89% 11.27%
1990 $0.235 1.91% 42.42% 10.40%
1989 $0.165 1.61% -0.60% 11.20%
1988 $0.166 1.79% 16.08% 10.86%
1987 $0.143 1.47% 615.00% 10.99%
1986 $0.02 0.21% - 16.57%

Dividend Growth Chart for DREYFUS APPRECIATION FUND INC INVESTOR SHARES (DGAGX)

DREYFUS APPRECIATION FUND INC INVESTOR SHARES (DGAGX) Dividend Calculator

$
Total Dividend Accrued
$ 1,460.00
Annualized Dividend Yield
10.68 %

Performance


DREYFUS APPRECIATION FUND INC INVESTOR SHARES (DGAGX) Historical Returns And Risk Info

From 09/11/1986 to 07/22/2025, the compound annualized total return (dividend reinvested) of DREYFUS APPRECIATION FUND INC INVESTOR SHARES (DGAGX) is 9.369%. Its cumulative total return (dividend reinvested) is 3,142.072%.

From 09/11/1986 to 07/22/2025, the Maximum Drawdown of DREYFUS APPRECIATION FUND INC INVESTOR SHARES (DGAGX) is 48.8%.

From 09/11/1986 to 07/22/2025, the Sharpe Ratio of DREYFUS APPRECIATION FUND INC INVESTOR SHARES (DGAGX) is 0.42.

From 09/11/1986 to 07/22/2025, the Annualized Standard Deviation of DREYFUS APPRECIATION FUND INC INVESTOR SHARES (DGAGX) is 17.0%.

From 09/11/1986 to 07/22/2025, the Beta of DREYFUS APPRECIATION FUND INC INVESTOR SHARES (DGAGX) is 0.9.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
DGAGX (DREYFUS APPRECIATION FUND INC INVESTOR SHARES) 5.33% 5.73% 13.19% 11.46% 11.85% 12.17% 9.14% 10.14%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) 7.97% 14.75% 18.39% 15.68% 13.44% 14.40% 10.51% 11.11%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 7.60% 10.16% 10.19% 7.03% 6.55% 7.29% 6.06% 7.69%
Data as of 07/22/2025, AR inception is 12/16/1994

Return Calculator for DREYFUS APPRECIATION FUND INC INVESTOR SHARES (DGAGX)

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DREYFUS APPRECIATION FUND INC INVESTOR SHARES (DGAGX) Historical Return Chart


Calculators


Dollar Cost Average Calculator for DREYFUS APPRECIATION FUND INC INVESTOR SHARES (DGAGX)

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Retirement Spending Calculator for DREYFUS APPRECIATION FUND INC INVESTOR SHARES (DGAGX)

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Rolling Returns


A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 09/11/1986 to 07/22/2025, the worst annualized return of 3-year rolling returns for DREYFUS APPRECIATION FUND INC INVESTOR SHARES (DGAGX) is -11.69%.
From 09/11/1986 to 07/22/2025, the worst annualized return of 5-year rolling returns for DREYFUS APPRECIATION FUND INC INVESTOR SHARES (DGAGX) is -5.86%.
From 09/11/1986 to 07/22/2025, the worst annualized return of 10-year rolling returns for DREYFUS APPRECIATION FUND INC INVESTOR SHARES (DGAGX) is -2.73%.
From 09/11/1986 to 07/22/2025, the worst annualized return of 20-year rolling returns for DREYFUS APPRECIATION FUND INC INVESTOR SHARES (DGAGX) is 4.64%.

Drawdowns


DREYFUS APPRECIATION FUND INC INVESTOR SHARES (DGAGX) Maximum Drawdown




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