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DBOZX: DREYFUS BALANCED OPPORTUNITY FUND CLASS Z (MUTUAL FUND)
Basic Info 25.09 0.52(2.03%) June 05
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (71%) |
| Start Date: | 12/29/2004 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 8.49% |
| Expenses | 0.90% |
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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 12/29/2004 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.5 | 3.5 | 14.8 | 12.4 | 3.5 | 6.5 | 6.8 | 5.9 | 5.5 | 13.2 | 12.3 | 17.6 | -19.5 | 2.2 | 6.9 | 20.2 | -3.9 | 11.7 | 10.2 | -0.4 | 7.5 | 21.2 | 13.4 | -1.7 | 13.3 | 22.0 | -27.8 | 5.1 | 9.5 | -3.7 | 1.0 |
| Sharpe Ratio | NA | 0.55 | 1.37 | 0.92 | 0.08 | 0.38 | NA | NA | 0.31 | 0.89 | 1.01 | 1.6 | -1.16 | 0.15 | 0.29 | 2.26 | -0.48 | 2.33 | 1.03 | -0.04 | 0.96 | 2.5 | 1.42 | -0.11 | 0.98 | 1.09 | -1.02 | 0.19 | 0.88 | -0.84 | 22.23 |
| Draw Down(%) | NA | 7.5 | 7.5 | 12.7 | 31.0 | 31.0 | NA | NA | 42.3 | 12.3 | 5.3 | 7.9 | 22.1 | 13.6 | 26.5 | 4.6 | 13.6 | 2.9 | 7.8 | 8.3 | 5.5 | 4.8 | 8.2 | 16.1 | 11.4 | 19.7 | 37.8 | 6.6 | 5.7 | 5.6 | 0.0 |
| Standard Deviation(%) | NA | 10.8 | 8.8 | 10.0 | 12.7 | 12.8 | NA | NA | 13.5 | 11.7 | 8.6 | 8.8 | 18.1 | 14.3 | 22.8 | 8.3 | 11.0 | 4.8 | 9.7 | 10.3 | 7.8 | 8.5 | 9.5 | 16.4 | 13.4 | 20.1 | 28.1 | 10.4 | 7.0 | 7.1 | 11.1 |
| Treynor Ratio | NA | 0.05 | 0.12 | 0.09 | 0.01 | 0.05 | NA | NA | 0.04 | 0.1 | 0.09 | 0.15 | -0.19 | 0.02 | 0.06 | 0.17 | -0.05 | 0.1 | 0.08 | 0.0 | 0.07 | 0.18 | 0.11 | -0.01 | 0.11 | 0.18 | -0.24 | 0.02 | 0.06 | -0.06 | 0.51 |
| Alpha | NA | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | NA | NA | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.04 | -0.04 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.03 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.03 | 0.27 |
| Beta | NA | 1.1 | 1.05 | 1.01 | 1.03 | 1.06 | NA | NA | 1.13 | 1.01 | 0.99 | 0.96 | 1.09 | 1.01 | 1.08 | 1.13 | 1.1 | 1.1 | 1.19 | 1.17 | 1.14 | 1.2 | 1.27 | 1.2 | 1.26 | 1.21 | 1.19 | 1.12 | 0.95 | 0.94 | 4.85 |
| RSquared | NA | 0.93 | 0.94 | 0.96 | 0.82 | 0.87 | NA | NA | 0.93 | 0.98 | 0.96 | 0.96 | 0.94 | 0.36 | 0.95 | 0.93 | 0.97 | 0.85 | 0.93 | 0.96 | 0.95 | 0.95 | 0.96 | 0.99 | 0.98 | 0.99 | 0.99 | 0.98 | 0.82 | 0.74 | 1.0 |
| Yield(%) | N/A | 0.0 | 8.5 | 7.2 | 3.9 | 4.7 | 5.3 | 4.8 | N/A | 8.9 | 6.7 | 6.3 | 1.0 | 0.4 | 0.9 | 4.0 | 8.5 | 5.4 | 1.4 | 5.7 | 9.2 | 2.7 | 1.4 | 1.4 | 1.6 | 2.0 | 2.4 | 17.8 | 1.9 | 0.0 | 1.1 |
| Dividend Growth(%) | N/A | -100.0 | 34.0 | 543.7 | 17.7 | 6.5 | N/A | N/A | N/A | 41.4 | 18.8 | 385.9 | 138.3 | -48.6 | -74.2 | -58.2 | 65.7 | 333.1 | -77.6 | -38.3 | 300.0 | 120.9 | -5.2 | -2.9 | -7.0 | -38.5 | -88.4 | 895.6 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/29/2004
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