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DSCVX: DREYFUS OPPORTUNISTIC SMALL CAP FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (90%) |
| Start Date: | 12/02/1994 |
| Last Dividend Date: | 02/11/2026 |
| 12-Mo. Yield | 5.31% |
| Expenses | 0.93% |
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Performance Analytics (As of 03/13/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/02/1994 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 10.2 | 32.3 | 11.7 | -0.4 | 7.6 | 7.0 | 8.0 | 10.0 | 10.2 | 3.7 | 9.0 | -20.7 | 5.5 | 19.0 | 21.1 | -20.0 | 24.4 | 16.5 | -2.6 | 1.4 | 47.4 | 20.7 | -15.4 | 32.5 | 64.3 | -31.9 | 5.3 | 5.0 | 7.2 | 12.7 | 86.6 | -41.2 | 28.8 | 5.1 | 21.3 | -6.3 | 25.9 | 33.9 | 27.1 | -2.9 |
| Sharpe Ratio | NA | 4.28 | 1.36 | 0.42 | -0.12 | 0.25 | NA | NA | 0.35 | 0.33 | 0.0 | 0.28 | -0.75 | 0.22 | 0.45 | 1.21 | -1.12 | 1.71 | 0.75 | -0.15 | 0.08 | 2.88 | 1.05 | -0.42 | 1.22 | 1.83 | -0.77 | 0.12 | 0.11 | 0.29 | 0.58 | 3.89 | -1.25 | 0.92 | 0.04 | 1.16 | -0.46 | 1.91 | 3.4 | 2.24 | -1.99 |
| Draw Down(%) | NA | 2.3 | 17.2 | 26.5 | 39.3 | 50.0 | NA | NA | 61.3 | 24.0 | 9.1 | 20.8 | 25.7 | 20.7 | 44.8 | 11.2 | 31.4 | 8.1 | 18.7 | 19.2 | 17.2 | 7.8 | 16.3 | 37.7 | 22.6 | 25.1 | 51.8 | 15.6 | 18.9 | 16.5 | 23.5 | 16.8 | 59.0 | 39.2 | 18.1 | 17.3 | 44.3 | 10.3 | 8.4 | 8.6 | 6.6 |
| Standard Deviation(%) | NA | 14.1 | 21.8 | 19.7 | 22.9 | 23.7 | NA | NA | 23.7 | 22.2 | 18.9 | 19.2 | 29.6 | 24.9 | 41.8 | 16.2 | 19.1 | 14.0 | 21.6 | 17.6 | 16.7 | 16.5 | 19.9 | 36.5 | 26.7 | 35.0 | 42.3 | 18.5 | 15.2 | 16.8 | 20.2 | 22.1 | 34.0 | 29.3 | 24.8 | 15.4 | 21.3 | 11.6 | 8.8 | 10.3 | 18.1 |
| Treynor Ratio | NA | 0.98 | 0.31 | 0.08 | -0.03 | 0.06 | NA | NA | 0.08 | 0.07 | 0.0 | 0.05 | -0.21 | 0.05 | 0.19 | 0.19 | -0.2 | 0.19 | 0.13 | -0.02 | 0.01 | 0.41 | 0.18 | -0.13 | 0.29 | 0.67 | -0.35 | 0.02 | 0.02 | 0.05 | 0.1 | 0.72 | -0.33 | 0.24 | 0.01 | 0.29 | -0.11 | 0.31 | 0.64 | 0.35 | -1.57 |
| Alpha | NA | 0.18 | 0.04 | -0.01 | -0.02 | -0.01 | NA | NA | 0.01 | 0.01 | -0.04 | -0.03 | -0.01 | -0.05 | 0.0 | -0.02 | -0.05 | 0.02 | -0.02 | 0.01 | -0.02 | 0.01 | 0.0 | -0.05 | 0.01 | 0.08 | 0.01 | 0.02 | -0.03 | 0.0 | -0.04 | 0.07 | -0.09 | 0.09 | 0.02 | 0.05 | 0.01 | 0.04 | 0.09 | 0.03 | -0.15 |
| Beta | NA | 0.61 | 0.96 | 0.99 | 1.03 | 1.04 | NA | NA | 1.0 | 1.0 | 1.03 | 1.0 | 1.05 | 1.16 | 1.0 | 1.03 | 1.06 | 1.24 | 1.21 | 1.08 | 1.1 | 1.16 | 1.19 | 1.14 | 1.1 | 0.96 | 0.94 | 0.97 | 0.92 | 1.09 | 1.2 | 1.19 | 1.27 | 1.11 | 0.7 | 0.62 | 0.87 | 0.7 | 0.47 | 0.66 | 0.23 |
| RSquared | NA | 0.55 | 0.91 | 0.9 | 0.88 | 0.9 | NA | NA | 0.87 | 0.96 | 0.86 | 0.93 | 0.94 | 0.78 | 0.96 | 0.86 | 0.89 | 0.81 | 0.89 | 0.88 | 0.88 | 0.92 | 0.94 | 0.98 | 0.97 | 0.96 | 0.97 | 0.93 | 0.86 | 0.89 | 0.91 | 0.91 | 0.88 | 0.79 | 0.71 | 0.43 | 0.78 | 0.76 | 0.46 | 0.3 | 0.06 |
| Yield(%) | N/A | 3.0 | 5.3 | 2.5 | 1.1 | 5.1 | 6.0 | 6.9 | N/A | 1.6 | 0.5 | 1.5 | 0.0 | 0.0 | 0.2 | 0.2 | 18.3 | 13.5 | 0.5 | 3.9 | 15.4 | 15.6 | 0.0 | 9.3 | 2.2 | 0.0 | 1.3 | 21.2 | 4.1 | 9.5 | 0.0 | 0.0 | 0.0 | 32.8 | 7.3 | 7.2 | 0.0 | 2.4 | 14.9 | 0.8 | 2.7 |
| Dividend Growth(%) | N/A | 104.0 | 880.9 | 2967.3 | -82.3 | -35.4 | 23.8 | N/A | N/A | 222.7 | -62.4 | N/A | N/A | -100.0 | 45.7 | -99.3 | 49.0 | 3224.8 | -88.3 | -78.5 | 24.0 | N/A | -100.0 | 441.6 | N/A | -100.0 | -94.9 | 424.7 | -56.9 | N/A | N/A | N/A | -100.0 | 338.4 | 14.3 | N/A | -100.0 | -81.3 | 2272.2 | -72.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/02/1994
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See SMALL BLEND Asset Class Trend Rankings |
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