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DPWRX: DREYFUS WORLDWIDE GROWTH FUND CLASS I (MUTUAL FUND)
Basic Info 65.14 1.45(2.18%) June 05
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: | (91%) |
| Start Date: | 12/11/1996 |
| Last Dividend Date: | 12/15/2025 |
| 12-Mo. Yield | 16.34% |
| Expenses | 1.90% |
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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 | Since 12/11/1996 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.6 | 1.5 | 11.1 | 10.8 | 3.8 | 10.2 | 9.2 | 8.4 | 8.1 | 13.7 | 8.2 | 22.6 | -22.8 | 15.0 | 20.3 | 35.3 | -8.5 | 27.4 | 7.4 | -1.9 | 4.9 | 19.0 | 13.7 | 7.0 | 12.3 | 22.7 | -31.4 | 10.9 | 21.0 | 8.0 | 6.6 | 29.4 | -16.4 | -15.6 | -4.8 | 16.6 | 28.6 | 24.0 | 0.9 |
| Sharpe Ratio | NA | 0.07 | 0.66 | 0.52 | 0.07 | 0.48 | NA | NA | 0.37 | 0.62 | 0.37 | 1.53 | -0.97 | 1.0 | 0.61 | 2.76 | -0.63 | 4.03 | 0.55 | -0.13 | 0.48 | 1.8 | 1.06 | 0.33 | 0.71 | 1.01 | -0.95 | 0.55 | 1.75 | 0.62 | 0.57 | 2.07 | -0.78 | -1.01 | -0.51 | 0.89 | 1.34 | 1.32 | 1.22 |
| Draw Down(%) | NA | 11.7 | 11.7 | 17.2 | 31.6 | 31.6 | NA | NA | 47.6 | 17.2 | 8.2 | 10.1 | 26.6 | 10.3 | 30.2 | 6.1 | 18.1 | 2.5 | 7.4 | 13.2 | 8.8 | 7.9 | 10.9 | 16.4 | 13.8 | 23.7 | 41.5 | 9.2 | 9.1 | 5.7 | 8.6 | 13.3 | 27.7 | 30.2 | 14.0 | 7.6 | 21.3 | 10.8 | 2.5 |
| Standard Deviation(%) | NA | 15.2 | 12.7 | 14.4 | 17.1 | 17.7 | NA | NA | 17.4 | 17.5 | 12.2 | 12.5 | 25.0 | 14.9 | 32.5 | 12.2 | 15.7 | 6.7 | 12.9 | 14.8 | 10.2 | 10.5 | 13.0 | 21.3 | 17.1 | 22.3 | 34.1 | 14.2 | 10.1 | 9.3 | 9.9 | 13.9 | 22.4 | 18.2 | 17.7 | 14.8 | 18.7 | 15.3 | 13.3 |
| Treynor Ratio | NA | 0.02 | 0.12 | 0.09 | 0.01 | 0.09 | NA | NA | 0.08 | 0.1 | 0.06 | 0.22 | -0.23 | 0.18 | 0.2 | 0.33 | -0.1 | 0.36 | 0.1 | -0.02 | 0.06 | 0.24 | 0.18 | 0.09 | 0.16 | 0.31 | -0.43 | 0.11 | 0.29 | 0.09 | 0.11 | 0.41 | -0.21 | -0.26 | -0.14 | 0.25 | 0.41 | 0.49 | 3.14 |
| Alpha | NA | -0.05 | -0.03 | -0.02 | -0.01 | 0.01 | NA | NA | 0.01 | -0.06 | 0.01 | 0.03 | -0.02 | 0.03 | 0.03 | 0.04 | 0.03 | 0.02 | 0.02 | 0.01 | 0.03 | 0.03 | 0.0 | 0.07 | 0.01 | -0.01 | 0.02 | 0.0 | 0.01 | -0.01 | -0.01 | 0.01 | -0.02 | -0.01 | 0.02 | 0.0 | 0.06 | 0.08 | 0.06 |
| Beta | NA | 0.66 | 0.72 | 0.85 | 0.93 | 0.95 | NA | NA | 0.78 | 1.03 | 0.82 | 0.86 | 1.07 | 0.85 | 1.02 | 1.03 | 1.03 | 0.74 | 0.69 | 0.9 | 0.83 | 0.78 | 0.75 | 0.78 | 0.77 | 0.72 | 0.75 | 0.71 | 0.61 | 0.67 | 0.51 | 0.7 | 0.84 | 0.7 | 0.62 | 0.52 | 0.61 | 0.41 | 0.05 |
| RSquared | NA | 0.68 | 0.68 | 0.67 | 0.67 | 0.74 | NA | NA | 0.7 | 0.71 | 0.65 | 0.71 | 0.75 | 0.52 | 0.84 | 0.77 | 0.79 | 0.63 | 0.8 | 0.85 | 0.77 | 0.82 | 0.85 | 0.93 | 0.91 | 0.89 | 0.92 | 0.88 | 0.75 | 0.55 | 0.45 | 0.55 | 0.66 | 0.53 | 0.31 | 0.2 | 0.44 | 0.15 | 0.0 |
| Yield(%) | N/A | 0.0 | 16.3 | 10.7 | 5.8 | 8.5 | 8.2 | 7.8 | N/A | 17.1 | 11.7 | 2.5 | 0.5 | 0.4 | 0.8 | 9.6 | 11.4 | 15.5 | 8.7 | 7.9 | 4.2 | 1.9 | 2.4 | 4.1 | 4.7 | 4.9 | 0.6 | 1.9 | 1.3 | 1.9 | 1.8 | 3.3 | 0.0 | 0.0 | 0.0 | 0.3 | 0.6 | 0.3 | 0.9 |
| Dividend Growth(%) | N/A | -100.0 | 42.6 | 1826.6 | -4.6 | 186.5 | N/A | N/A | N/A | 42.1 | 463.3 | 273.1 | 45.2 | -41.0 | -89.4 | -32.6 | -17.3 | 79.7 | -1.9 | 91.0 | 148.2 | -10.2 | -39.9 | -7.3 | 12.8 | 441.8 | -64.1 | 70.6 | -26.6 | 9.6 | -30.6 | N/A | N/A | N/A | -100.0 | -30.2 | 133.8 | -62.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/11/1996
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