It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
PESPX: DREYFUS MIDCAP INDEX FUND INC INVESTOR SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/26/1991 |
| Last Dividend Date: | 12/22/2022 |
| 12-Mo. Yield | 12.76% |
| Expenses | 0.51% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 04/05/2023)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/07/1992 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | -6.7 | 23.6 | 6.6 | 9.4 | 8.9 | 10.4 | 10.0 | 1.2 | -13.7 | 24.3 | 13.1 | 25.6 | -10.9 | 15.7 | 20.1 | -2.5 | 9.4 | 32.9 | 17.2 | -2.3 | 26.0 | 37.0 | -36.5 | 7.4 | 9.9 | 12.0 | 15.9 | 35.6 | -15.0 | -1.1 | 16.1 | 14.3 | 19.1 | 31.6 | 18.5 | 24.7 | -8.3 | 10.0 | 10.2 | 4.4 |
| Sharpe Ratio | NA | -0.36 | 0.95 | 0.22 | 0.43 | NA | NA | 0.42 | 0.07 | -0.59 | 1.35 | 0.31 | 1.69 | -0.75 | 1.57 | 1.26 | -0.17 | 0.72 | 2.49 | 1.13 | -0.08 | 1.24 | 1.15 | -0.86 | 0.26 | 0.47 | 0.78 | 1.12 | 2.13 | -0.64 | -0.16 | 0.44 | 0.67 | 0.73 | 1.93 | 1.24 | 1.89 | -0.94 | 0.76 | 0.66 | 266.94 |
| Draw Down(%) | NA | 18.4 | 23.8 | 42.1 | 42.1 | NA | NA | 55.4 | 12.7 | 22.8 | 8.4 | 42.1 | 8.5 | 23.2 | 5.5 | 11.3 | 12.6 | 10.6 | 7.3 | 11.2 | 26.4 | 17.4 | 27.3 | 53.2 | 11.4 | 12.7 | 8.0 | 10.5 | 13.6 | 32.1 | 25.9 | 13.7 | 13.5 | 27.2 | 9.3 | 11.4 | 5.8 | 11.7 | 6.5 | 11.2 | 0.0 |
| Standard Deviation(%) | NA | 25.0 | 24.1 | 25.2 | 20.3 | NA | NA | 20.5 | 20.4 | 25.8 | 18.0 | 41.1 | 14.3 | 16.4 | 9.6 | 15.7 | 15.0 | 13.0 | 13.2 | 15.2 | 28.7 | 21.0 | 32.2 | 43.3 | 16.3 | 13.8 | 12.5 | 13.3 | 16.4 | 25.1 | 22.9 | 27.1 | 16.2 | 21.5 | 14.4 | 11.9 | 11.0 | 12.1 | 10.3 | 11.6 | 13.7 |
| Treynor Ratio | NA | -0.09 | 0.22 | 0.05 | 0.08 | NA | NA | 0.09 | 0.01 | -0.15 | 0.22 | 0.12 | 0.23 | -0.13 | 0.13 | 0.2 | -0.03 | 0.09 | 0.32 | 0.17 | -0.02 | 0.27 | 0.38 | -0.39 | 0.04 | 0.06 | 0.1 | 0.14 | 0.35 | -0.16 | -0.04 | 0.13 | 0.12 | 0.16 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.02 | 0.01 | 0.0 | 0.0 | NA | NA | 0.01 | -0.01 | 0.02 | -0.01 | -0.02 | -0.02 | -0.01 | -0.02 | 0.03 | 0.0 | -0.02 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.03 | 0.01 | -0.02 | -0.01 | -0.02 | 0.0 | 0.0 | 0.01 | 0.03 | 0.02 | 0.03 | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.99 | 1.05 | 1.04 | 1.04 | NA | NA | 0.99 | 1.02 | 0.98 | 1.1 | 1.07 | 1.07 | 0.98 | 1.15 | 1.01 | 0.96 | 1.01 | 1.03 | 1.01 | 1.05 | 0.96 | 0.98 | 0.96 | 0.96 | 1.08 | 1.02 | 1.03 | 1.0 | 1.0 | 1.0 | 0.89 | 0.91 | 0.99 | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.96 | 0.91 | 0.93 | 0.93 | NA | NA | 0.89 | 0.93 | 0.96 | 0.83 | 0.94 | 0.91 | 0.95 | 0.88 | 0.95 | 0.96 | 0.94 | 0.95 | 0.97 | 0.99 | 0.99 | 0.99 | 0.98 | 0.98 | 0.95 | 0.97 | 0.96 | 0.98 | 1.0 | 0.99 | 0.9 | 0.91 | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 12.8 | 21.0 | 11.3 | 11.5 | 10.3 | 14.4 | N/A | 0.0 | 11.9 | 16.5 | 11.3 | 12.3 | 10.9 | 9.4 | 11.9 | 11.7 | 7.2 | 5.7 | 5.5 | 4.7 | 2.6 | 1.5 | 4.5 | 10.7 | 5.2 | 5.5 | 3.8 | 1.8 | 2.1 | 3.5 | 16.6 | 19.9 | 24.8 | 10.6 | 6.6 | 2.0 | 1.6 | 1.7 | 1.8 | 0.6 |
| Dividend Growth(%) | N/A | -20.9 | 21.4 | 32.5 | 203.1 | 52.6 | N/A | N/A | -100.0 | -20.9 | 45.9 | 4.3 | -13.7 | 23.2 | -11.9 | -13.7 | 66.6 | 56.9 | 16.8 | 7.6 | 120.7 | 129.2 | -78.9 | -60.1 | 114.1 | 3.5 | 58.9 | 172.7 | -24.9 | -40.5 | -79.7 | -23.0 | -26.3 | 185.8 | 75.1 | 321.7 | 7.1 | 3.7 | 1.9 | 231.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/07/1992
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP BLEND Asset Class Trend Rankings |
Top Rated Funds in MID-CAP BLEND
Best Mutual Funds
- ARGFX (ARIEL FUND INVESTOR CLASS) (100%)
- VIMSX (VANGUARD MID-CAP INDEX FUND INVESTOR SHARES) (98%)
- VEXMX (VANGUARD EXTENDED MARKET INDEX FUND INVESTOR SHARES) (97%)
- LAVLX (LORD ABBETT MID CAP STOCK FUND INC CLASS A) (93%)
- LLSCX (LONGLEAF PARTNERS SMALL-CAP FUND LONGLEAF PARTNERS SMALL-CAP FUND) (93%)
- OSTFX (OSTERWEIS FUND INVESTOR CLASS) (92%)
- RSVAX (VICTORY RS VALUE FUND CLASS A) (92%)
- RVVHX (ROYCE SMALL-CAP VALUE FUND INVESTMENT CLASS) (91%)
- RYVFX (ROYCE SMALL-CAP VALUE FUND SERVICE CLASS) (91%)
- LVOYX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS I) (90%)
Best ETFs
- MDY (SPDR S&P Midcap 400 ETF Trust) (100%)
- CSD (Invesco S&P Spin-Off ETF) (97%)
- CZA (Invesco Zacks Mid-Cap ETF) (96%)
- EZM (WisdomTree U.S. MidCap Fund) (96%)
- FNX (First Trust Mid Cap Core AlphaDEX Fund) (95%)
- IJH (iShares Core S&P Mid-Cap ETF) (95%)
- IWR (iShares Russell Midcap ETF) (94%)
- VXF (Vanguard Extended Market ETF) (94%)
- IVOO (Vanguard S&P Mid-Cap 400 ETF) (27%)
- SCHM (Schwab U.S. Mid-Cap ETF) (26%)
Best Closed End Funds
- CET (Central Securities Corporation) (99%)
- CUBA (Herzfeld Caribbean Basin Closed Fund) (99%)
- FUND (Sprott Focus Trust) (98%)
Latest Articles Related to PESPX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
