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DGIIX: Dreyfus LifeTime Growth & Income Inv (MUTUAL FUND)
Basic Info
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/22/1997 |
| Last Dividend Date: | 12/16/2011 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.39% |
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Performance Analytics (As of 03/26/2013)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/22/1997 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -51.2 | -54.6 | -18.7 | -11.6 | -2.1 | -1.4 | 0.1 | -51.2 | 0.9 | 2.1 | 10.5 | 19.6 | -22.7 | 5.4 | 11.3 | 4.4 | 7.2 | 19.8 | -12.1 | -5.0 | 0.6 | 6.8 | 17.4 | 18.7 |
| Sharpe Ratio | NA | -0.75 | -0.43 | -0.33 | -0.13 | NA | -0.08 | -0.64 | 0.08 | 0.14 | 0.9 | 1.23 | -1.02 | 0.24 | 1.1 | 0.32 | 0.83 | 1.97 | -0.94 | -0.61 | -0.46 | 0.48 | 1.61 | 2.98 |
| Draw Down(%) | NA | 55.8 | 55.8 | 55.8 | 55.8 | NA | 55.8 | 51.2 | 9.4 | 12.3 | 10.0 | 16.9 | 32.2 | 5.9 | 5.8 | 4.6 | 6.5 | 7.2 | 19.5 | 16.9 | 5.3 | 4.3 | 8.3 | 4.0 |
| Standard Deviation(%) | NA | 72.8 | 43.4 | 35.7 | 25.9 | NA | 21.5 | 149.7 | 10.6 | 14.7 | 11.6 | 15.8 | 23.0 | 9.5 | 7.1 | 6.7 | 7.5 | 9.7 | 14.1 | 12.4 | 7.9 | 7.0 | 8.7 | 8.1 |
| Treynor Ratio | NA | -0.21 | -0.09 | -0.07 | -0.02 | NA | -0.02 | -0.15 | 0.0 | 0.01 | 0.06 | 0.13 | -0.15 | 0.02 | 0.06 | 0.02 | 0.05 | 0.15 | -0.08 | -0.08 | -0.12 | 0.16 | 0.38 | 0.27 |
| Alpha | NA | -0.33 | -0.14 | -0.08 | -0.04 | NA | -0.03 | -1.29 | -0.07 | -0.07 | -0.03 | -0.02 | -0.03 | 0.0 | -0.01 | 0.01 | -0.01 | 0.03 | -0.08 | -0.05 | -0.03 | 0.02 | 0.04 | 0.0 |
| Beta | NA | 2.55 | 2.14 | 1.71 | 1.59 | NA | 1.05 | 6.43 | 1.88 | 2.21 | 1.8 | 1.55 | 1.61 | 1.46 | 1.36 | 1.08 | 1.17 | 1.28 | 1.63 | 0.98 | 0.3 | 0.21 | 0.37 | 0.9 |
| RSquared | NA | 0.03 | 0.11 | 0.25 | 0.28 | NA | 0.22 | 0.03 | 0.4 | 0.76 | 0.74 | 0.8 | 0.88 | 0.74 | 0.67 | 0.62 | 0.59 | 0.57 | 0.72 | 0.26 | 0.12 | 0.15 | 0.18 | 0.66 |
| Yield(%) | N/A | 0.0 | 0.4 | 0.8 | 3.7 | 3.6 | N/A | 0.0 | 0.0 | 0.1 | 1.2 | 1.9 | 1.2 | 9.8 | 7.5 | 4.8 | 1.8 | 1.9 | 1.9 | 2.4 | 5.4 | 9.8 | 6.3 | 18.1 |
| Dividend Growth(%) | N/A | -100.0 | -90.8 | -85.3 | N/A | N/A | N/A | N/A | -100.0 | -89.7 | -27.4 | 26.8 | -88.6 | 33.0 | 59.4 | 176.5 | 12.2 | -12.1 | -26.5 | -58.2 | -47.1 | 70.6 | -64.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/22/1997
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