Dreyfus Appreciation Fund, Inc.

  • Ticker: DGAGX
  • Product Code: 0141
  • CUSIP: 261970107
Share Class:

Total Returns 1

Average Annual Total Returns

as of 03/31/14
1 YR 3 YR 5 YR 10 YR Since
Return Before Taxes
13.65% 11.09% 17.86% 6.34% 10.76% 01/18/84
Return After Taxes on Distributions 2
13.18%   17.53% 5.88%    
Return After Taxes on Distributions and Sales of Fund Shares 3
8.09%   15.70% 5.42%    
S&P 500(r) Index 4
21.86% 14.66% 21.16% 7.42%    

Cumulative Returns

as of 03/31/14
1 YR 3 YR 5 YR 10 YR Since
13.65% 37.10% 127.46% 84.84% 2090.99% 01/18/84
S&P 500(r) Index 4
21.86% 50.73% 161.07% 104.52%    

YTD Returns

as of 04/23/14

The performance data quoted represents past performance, which is no guarantee of future results. Share price and investment return fluctuate and an investor's shares may be worth more or less than original cost upon redemption. Current performance may be lower or higher than the performance quoted. Please use the pulldown menu above to view month-end performance.

After-tax returns are calculated using the highest historical individual federal marginal income tax rates, and do not reflect the impact of state and local taxes. Actual after-tax returns depend on an investor's tax situation and may differ from those shown here and are not relevant to investors who hold their fund shares through tax-deferred arrangements such as 401(k) plans or individual retirement accounts. A fund's past performance, both before and after taxes, is not indicative of its future performance. For funds which offer more than one class of shares, after-tax returns are shown for only one share class and after-tax returns for other share classes will vary. 

Historical Performance 1

12 Month Yield History

Month/Year (%)


Year (%)
2013 21.44
2012 10.18
2011 7.62
2010 15.26
2009 21.01
2008 -32.37
2007 6.54
2006 16.26
2005 4.14
2004 5.57

Morningstar Rating 5

Overall Rating: 3 stars

Morningstar Overall Rating™ for Investor Shares shares among 1361 funds in the Large Blend category as of 03/31/14. Ratings reflect risk-adjusted performance, and are derived from a weighted average of the fund's 3-, 5-, and 10-year (as applicable) ratings. As of 03/31/14 the fund received 2, 2, and 3 stars for the 3-, 5-, and 10-year periods out of 1361, 1219 and 806 funds in the category. Past performance is no guarantee of future results. Other share classes may have different ratings.

Daily Statistics

as of 04/23/14
Change down arrow -0.05
12 Month High
12 Month Low

Prospectus Fee Table Expense Ratios

Total Expenses 0.97%


Change in Value of a $10,000 Initial Investment

A hypothetical $10,000 investment in the fund's Investor Shares shares at inception on 1/18/1984 would have been worth $219,067 on 3/31/2014. Assumes reinvestment of dividends and capital gains. Performance for the fund's other share classes would vary.

Investors should consider the investment objectives, risks, charges, and expenses of the fund carefully before investing. Download a prospectus, or a summary prospectus, if available, that contains this and other information about the fund, and read it carefully before investing.

Notes & Disclosures
  1. Performance is historical and not indicative of future results. Investment return and principal value will fluctuate and an investor will receive more or less than the original cost upon redemption.
  2. Pre-liquidation, after-tax returns assume an investor held shares throughout the measurement period(s) and reflect the effect of taxable distributions (assuming reinvestment in the fund) by a fund to its shareholders.
  3. Post-liquidation, after-tax returns assume an investor sold shares at the end of the measurement period(s) and, therefore, reflect the effect of both taxable distributions and any taxable gain or loss realized by the shareholder upon sale of fund shares.
  4. Source: Morningstar, Inc. All rights reserved. Reflects reinvestment of dividends and, where applicable, capital gain distributions. The Standard & Poor's 500 (S&P 500) Composite Stock Price Index is a widely accepted, unmanaged index of U.S. stock market performance.
  5. The Ratings formula measures the amount of variation in a fund's performance and gives more emphasis to downward variations. The top 10% of the funds in the category receive five stars; the next 22.5% four stars; the next 35% three stars; the next 22.5% two stars; and the last 10% one star. Ratings reflect sales loads.The fund represents a single portfolio with multiple share classes that have different expense structures.
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