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DSEAX: DREYFUS SMALL CAP EQUITY FUND CLASS A (MUTUAL FUND)
Basic Info
Asset Class: | MID-CAP BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/24/2003 |
Last Dividend Date: | 01/18/2018 |
12-Mo. Yield | 12.56% |
Expenses | 1.39% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/24/2003 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 3.5 | 4.6 | 8.7 | 11.5 | 3.6 | 12.5 | 16.4 | -3.8 | 7.3 | 33.9 | 12.5 | -5.6 | 18.6 | 28.5 | -30.6 | -5.4 | 21.7 | 6.3 | 26.4 | 57.1 |
Sharpe Ratio | NA | 1.36 | 0.64 | 0.82 | 0.36 | 0.52 | 5.49 | 1.16 | 1.04 | -0.24 | 0.54 | 2.44 | 0.77 | -0.19 | 0.83 | 0.88 | -0.78 | -0.49 | 1.23 | 0.3 | 1.71 | 4.26 |
Draw Down(%) | NA | 6.7 | 21.2 | 21.2 | 48.2 | 54.7 | 0.6 | 6.7 | 10.5 | 14.2 | 11.8 | 6.9 | 13.8 | 29.7 | 19.2 | 26.4 | 45.1 | 15.5 | 12.8 | 8.9 | 9.3 | 5.3 |
Standard Deviation(%) | NA | 9.6 | 13.7 | 13.8 | 22.9 | 20.8 | 6.7 | 10.3 | 15.5 | 15.6 | 13.4 | 13.9 | 16.4 | 29.8 | 22.4 | 32.2 | 40.3 | 17.1 | 15.0 | 13.9 | 14.8 | 16.2 |
Treynor Ratio | NA | 0.19 | 0.09 | 0.12 | 0.09 | 0.11 | 2.82 | 0.11 | 0.17 | -0.04 | 0.07 | 0.32 | 0.12 | -0.05 | 0.18 | 0.29 | -0.36 | -0.09 | 0.16 | 0.04 | 0.23 | 0.7 |
Alpha | NA | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.14 | -0.03 | 0.02 | -0.01 | -0.02 | -0.01 | -0.02 | -0.01 | -0.02 | -0.03 | 0.04 | -0.04 | 0.02 | -0.03 | 0.01 | 0.05 |
Beta | NA | 0.68 | 0.92 | 0.97 | 0.96 | 0.97 | 0.13 | 1.13 | 0.97 | 0.98 | 1.02 | 1.07 | 1.07 | 1.08 | 1.02 | 0.98 | 0.87 | 0.98 | 1.12 | 1.08 | 1.1 | 0.99 |
RSquared | NA | 0.47 | 0.81 | 0.85 | 0.93 | 0.92 | 0.14 | 0.74 | 0.91 | 0.9 | 0.9 | 0.93 | 0.94 | 0.97 | 0.97 | 0.97 | 0.93 | 0.91 | 0.88 | 0.88 | 0.88 | 0.89 |
Yield(%) | N/A | 12.6 | 10.3 | 12.3 | 8.5 | N/A | 2.8 | 9.9 | 2.6 | 17.8 | 17.7 | 11.9 | 9.4 | 7.9 | 0.0 | 0.2 | 0.4 | 11.5 | 3.2 | 2.7 | 0.0 | 3.4 |
Dividend Growth(%) | N/A | 471.0 | -21.0 | 253.6 | N/A | N/A | -71.4 | 346.3 | -88.6 | -10.0 | 73.1 | 32.0 | 1.3 | N/A | -100.0 | -72.7 | -97.1 | 320.2 | 25.4 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/24/2003
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