DGAGX - Dreyfus Appreciation Investor

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return24.28%
5-Year Average Return11.22%
Number of Years Up27
Number of Years Down5
Best 1 Yr Total Return (Nov 29, 2017)21.45%
Worst 1 Yr Total Return (Nov 29, 2017)-32.37%
Best 3-Yr Total Return21.45%
Worst 3-Yr Total Return-5.73%

Trailing Returns (%) Vs. Benchmarks

ReturnDGAGXCategory
YTD24.28%19.03%
1-Month2.77%3.10%
3-Month6.83%7.60%
1-Year27.33%21.06%
3-Year8.64%9.18%
5-Year11.22%14.23%
10-Year6.60%7.42%
Last Bull Market21.89%23.91%
Last Bear Market-12.48%-17.63%

Annual Total Return (%) History

Year
DGAGXCategory
2017
N/AN/A
2016
7.23%10.37%
2015
-2.51%-1.07%
2014
8.27%10.96%
2013
21.45%31.50%
2012
10.18%14.96%
2011
7.62%-1.27%
2010
15.26%14.01%
2009
21.01%28.17%
2008
-32.37%-37.79%
2007
6.54%6.16%
2006
16.26%14.17%
2005
4.14%5.88%
2004
5.57%10.02%
2003
20.39%27.05%
2002
-17.14%-22.25%
2001
-10.75%-13.50%
2000
1.80%-6.31%
1999
9.97%20.16%
1998
30.85%22.39%
1997
27.85%28.37%
1996
25.67%20.76%
1995
37.88%32.35%
1994
3.62%-0.93%
1993
0.71%10.21%
1992
4.63%7.00%
1991
38.43%30.90%
1990
-1.84%-3.13%
1989
27.20%25.43%
1988
16.61%14.20%
1987
4.58%3.78%
1986
14.97%16.30%
1985
35.27%28.28%
1984
N/A2.28%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20177.80%4.82%4.34%N/A
20161.89%2.00%1.50%1.65%
2015-0.15%-0.23%-7.19%5.44%
20140.60%6.50%-1.00%2.07%
20137.50%-0.50%4.41%8.75%
20129.80%-3.12%6.03%-2.31%
20115.67%1.68%-10.31%11.67%
20104.36%-10.01%12.11%9.47%
2009-11.16%13.01%13.35%6.34%
2008-7.03%-1.90%-8.65%-18.82%
2007-1.13%6.19%3.70%-2.14%
20061.69%0.87%5.87%7.06%
2005-0.06%0.72%3.36%0.08%
20040.69%1.39%-3.59%7.26%
2003-4.28%12.96%0.71%10.55%
20022.60%-11.28%-14.34%6.27%
2001-10.83%3.79%-8.74%5.67%
20000.65%2.94%-1.98%0.24%
19993.12%3.64%-6.65%10.22%
199815.69%4.54%-10.23%20.52%
19973.52%16.35%4.45%1.63%
19965.84%5.66%4.22%7.83%
19958.44%9.73%8.10%7.20%
1994-5.23%0.50%6.85%1.82%
1993-3.50%-1.78%0.14%6.10%
1992-3.75%0.28%4.80%3.44%
199115.71%-1.66%7.10%13.58%
1990-1.56%7.58%-14.66%8.62%
19896.13%7.52%10.06%1.29%
19889.86%9.07%-2.30%-0.39%
198722.40%3.33%9.75%-24.66%
198625.12%6.57%-14.67%1.04%
19852.80%7.49%-0.14%22.59%
19841.81%2.10%1.74%N/A

Rank In Category (By Total Return)

YTD4
1-Month74
3-Month79
1-Year3
3-Year70
5-Year93

Load Adjusted Returns

1-Year27.33%
3-Year8.64%
5-Year11.22%
10-Year6.60%