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DNLDX: DREYFUS ACTIVE MIDCAP FUND CLASS A (MUTUAL FUND)
Basic Info 62.5 1.24(1.95%) June 05
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (28%) |
| Start Date: | 03/24/1986 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 13.61% |
| Expenses | 1.75% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.7 | 9.1 | 19.0 | 16.4 | 4.1 | 6.5 | 8.0 | 5.9 | 8.6 | 11.9 | 14.7 | 17.0 | -20.3 | 7.3 | 6.5 | 17.0 | -14.5 | 16.6 | 8.8 | 1.7 | 14.6 | 35.5 | 18.7 | -5.2 | 17.6 | 35.2 | -44.7 | -4.7 | 13.5 | 14.5 | 15.4 | 31.8 | -11.5 | -9.6 | 8.1 | 37.6 | -3.9 | 19.7 | 17.3 | 29.9 | -0.1 | 17.1 | 1.4 | 49.3 | -7.2 | 31.4 | 23.4 | -5.1 | -8.0 |
| Sharpe Ratio | NA | 1.39 | 1.24 | 0.82 | 0.08 | 0.24 | NA | NA | 0.32 | 0.47 | 0.79 | 0.85 | -0.82 | 0.33 | 0.17 | 1.13 | -0.95 | 1.81 | 0.56 | 0.11 | 1.13 | 2.8 | 1.28 | -0.19 | 0.83 | 1.13 | -1.01 | -0.45 | 0.77 | 1.01 | 1.17 | 1.86 | -0.54 | -0.57 | 0.13 | 1.93 | -0.36 | 1.14 | 1.25 | 2.68 | -0.33 | 1.74 | -0.09 | 2.81 | -0.91 | 3.2 | 1.93 | -0.31 | -1.24 |
| Draw Down(%) | NA | 8.0 | 8.0 | 20.7 | 36.1 | 42.2 | NA | NA | 63.7 | 18.9 | 7.3 | 14.0 | 24.9 | 19.7 | 40.2 | 9.5 | 24.1 | 4.1 | 12.2 | 13.2 | 9.4 | 7.4 | 12.1 | 27.1 | 17.5 | 27.6 | 58.5 | 15.9 | 10.9 | 8.1 | 10.6 | 13.1 | 26.0 | 26.1 | 19.6 | 12.4 | 35.6 | 10.1 | 12.6 | 6.4 | 9.1 | 6.9 | 13.2 | 9.3 | 23.0 | 4.8 | 7.9 | 38.7 | 19.0 |
| Standard Deviation(%) | NA | 14.5 | 13.2 | 16.0 | 19.9 | 20.3 | NA | NA | 19.5 | 19.2 | 14.1 | 15.9 | 26.5 | 22.3 | 36.8 | 13.7 | 16.8 | 8.9 | 15.2 | 15.8 | 12.8 | 12.7 | 14.8 | 27.8 | 21.1 | 31.0 | 45.0 | 17.6 | 13.1 | 12.0 | 12.3 | 16.7 | 23.4 | 21.4 | 29.1 | 17.8 | 20.7 | 13.9 | 10.9 | 9.7 | 9.5 | 8.5 | 12.8 | 16.1 | 14.0 | 7.9 | 9.5 | 30.5 | 11.5 |
| Treynor Ratio | NA | 0.2 | 0.16 | 0.12 | 0.02 | 0.05 | NA | NA | 0.06 | 0.09 | 0.1 | 0.13 | -0.22 | 0.07 | 0.06 | 0.15 | -0.16 | 0.15 | 0.09 | 0.02 | 0.15 | 0.36 | 0.19 | -0.05 | 0.18 | 0.37 | -0.45 | -0.08 | 0.1 | 0.13 | 0.15 | 0.31 | -0.14 | -0.14 | 0.04 | 0.39 | -0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | 0.01 | 0.0 | -0.01 | -0.02 | NA | NA | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.06 | -0.04 | -0.05 | -0.02 | -0.01 | -0.01 | 0.01 | 0.0 | 0.0 | 0.01 | -0.01 | -0.02 | -0.01 | -0.02 | -0.04 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | -0.03 | 0.0 | 0.09 | -0.05 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.99 | 1.02 | 1.06 | 1.04 | 1.01 | NA | NA | 0.98 | 1.07 | 1.08 | 1.03 | 1.0 | 1.08 | 0.98 | 1.04 | 1.01 | 1.08 | 0.97 | 1.02 | 1.0 | 0.99 | 0.98 | 1.01 | 0.96 | 0.95 | 1.01 | 1.04 | 1.02 | 0.96 | 0.94 | 0.99 | 0.91 | 0.89 | 0.9 | 0.87 | 0.91 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.93 | 0.92 | 0.95 | 0.86 | 0.91 | NA | NA | 0.78 | 0.96 | 0.93 | 0.98 | 0.95 | 0.56 | 0.96 | 0.95 | 0.96 | 0.9 | 0.95 | 0.96 | 0.95 | 0.96 | 0.97 | 0.98 | 0.97 | 0.99 | 0.99 | 0.96 | 0.95 | 0.93 | 0.94 | 0.92 | 0.94 | 0.91 | 0.81 | 0.7 | 0.73 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 15.5 | 9.3 | 1.9 | 0.6 | 0.5 | 0.7 | 3.1 | 8.6 | 11.8 | 1.1 | 3.1 | 0.3 | 0.8 | 1.4 | 0.2 | 0.4 | 1.0 | 0.7 | 15.5 | 11.3 | 8.1 | 9.1 | 11.0 | 0.1 | 3.7 | 18.3 | 14.5 | 2.6 | 10.6 | 8.2 | 10.2 | 8.0 | 10.7 | 9.5 | 12.3 | 5.3 | 6.3 | 1.1 | 0.8 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 76.1 | 451.5 | 163.2 | 18.8 | -22.4 | -74.0 | -71.8 | -24.1 | 1080.9 | -65.4 | 1066.2 | -50.7 | -30.7 | 621.7 | -42.9 | -49.0 | -26.2 | -96.2 | 37.3 | 51.7 | -6.9 | -3.3 | 9086.0 | -97.3 | -82.7 | 54.6 | 407.7 | -72.5 | 38.1 | -3.2 | 18.3 | -21.4 | 11.1 | 3.5 | 91.4 | 5.8 | 565.9 | 27.2 | 1630.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/29/1985
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