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DNLRX: DREYFUS ACTIVE MIDCAP FUND CLASS I (MUTUAL FUND)
Basic Info 62.45 1.23(1.93%) June 05
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (64%) |
| Start Date: | 01/27/2003 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 13.77% |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.7 | 9.0 | 19.0 | 16.6 | 4.4 | 6.7 | 8.2 | 6.0 | 8.0 | 12.2 | 15.0 | 17.3 | -20.0 | 7.7 | 6.8 | 17.2 | -14.3 | 16.9 | 9.0 | 1.9 | 14.8 | 35.7 | 18.9 | -5.1 | 17.7 | 35.0 | -45.0 | -4.6 | 13.5 | 14.5 | 15.7 | 38.0 |
| Sharpe Ratio | NA | 1.35 | 1.23 | 0.83 | 0.09 | 0.25 | NA | NA | 0.32 | 0.49 | 0.81 | 0.87 | -0.81 | 0.34 | 0.18 | 1.15 | -0.94 | 1.84 | 0.58 | 0.12 | 1.16 | 2.82 | 1.29 | -0.19 | 0.83 | 1.13 | -1.02 | -0.44 | 0.77 | 1.02 | 1.2 | 2.53 |
| Draw Down(%) | NA | 8.2 | 8.2 | 20.6 | 35.9 | 41.9 | NA | NA | 63.9 | 18.8 | 7.3 | 13.9 | 24.7 | 19.5 | 40.1 | 9.5 | 24.0 | 4.0 | 12.2 | 13.1 | 9.4 | 7.4 | 12.1 | 27.1 | 17.4 | 27.8 | 58.6 | 15.9 | 11.0 | 8.1 | 10.5 | 7.0 |
| Standard Deviation(%) | NA | 14.6 | 13.3 | 16.0 | 19.9 | 20.3 | NA | NA | 21.0 | 19.3 | 14.0 | 15.9 | 26.5 | 22.3 | 36.8 | 13.7 | 16.8 | 8.9 | 15.2 | 15.8 | 12.8 | 12.6 | 14.8 | 27.8 | 21.1 | 31.0 | 45.0 | 17.6 | 13.1 | 12.0 | 12.3 | 16.0 |
| Treynor Ratio | NA | 0.2 | 0.16 | 0.12 | 0.02 | 0.05 | NA | NA | 0.07 | 0.09 | 0.1 | 0.13 | -0.21 | 0.07 | 0.07 | 0.15 | -0.16 | 0.15 | 0.09 | 0.02 | 0.15 | 0.36 | 0.19 | -0.05 | 0.18 | 0.37 | -0.46 | -0.08 | 0.1 | 0.13 | 0.16 | 0.41 |
| Alpha | NA | 0.0 | 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 | 0.0 |
| Beta | NA | 0.99 | 1.03 | 1.07 | 1.04 | 1.01 | NA | NA | 1.0 | 1.08 | 1.09 | 1.03 | 1.0 | 1.07 | 0.98 | 1.04 | 1.01 | 1.08 | 0.97 | 1.02 | 1.0 | 0.99 | 0.98 | 1.01 | 0.96 | 0.95 | 1.0 | 1.03 | 1.02 | 0.96 | 0.95 | 0.98 |
| RSquared | NA | 0.92 | 0.94 | 0.97 | 0.87 | 0.91 | NA | NA | 0.95 | 0.98 | 0.97 | 0.98 | 0.95 | 0.56 | 0.96 | 0.95 | 0.96 | 0.91 | 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 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 16.0 | 9.8 | 2.5 | 1.0 | 0.9 | 1.0 | 3.2 | 8.4 | 12.2 | 1.4 | 3.6 | 0.7 | 1.2 | 1.6 | 0.2 | 0.4 | 0.6 | 0.2 | 15.6 | 11.4 | 8.1 | 9.0 | 11.8 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 72.4 | 354.9 | 87.7 | 24.1 | -4.4 | -65.0 | -70.7 | -27.8 | 870.6 | -62.4 | 488.3 | -22.2 | -13.4 | 506.0 | -22.9 | -16.2 | 64.6 | -98.9 | 37.3 | 52.6 | -5.2 | -4.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/22/2003
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