DRTHX
BNY Mellon Sustainable US Equity-Z
$17.33
-0.18 (-1.03%)
Currency in USD / Last Updated: 4/19/2024
Category | Large Cap |
---|---|
Market Cap | 434.413M |
52 Week High | 18.27 |
52 Week Low | 13.748 |
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Key Data
Symbol | DRTHX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 17.33 |
Price Yesterday | 17.51 |
Market Cap | 434.41 |
YTD Return | 6.52% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0076 |
Overview
52 Week High | 18.27 |
---|---|
52 Week Low | 13.75 |
Market Cap | 434.41M |
Shares Outstanding | 25.07M |
Income Dividend Yield | 0.66% |
Long Term Dividend Yield | 2.54% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.20% |
Returns Annualized
One Day | -92.62% |
---|---|
Five Days | -76.19% |
One Months | -37.30% |
Three Months | 18.81% |
Six Months | 44.45% |
Nine Months | 17.07% |
One Year | 23.39% |
Three Years | 5.53% |
Five Years | 13.10% |
Ten Years | 10.79% |
YTD | 23.30% |
Since Inception | 9.07% |
Returns Total
One Day | -1.03% |
---|---|
Five Days | -2.80% |
One Month | -3.99% |
Three Months | 4.40% |
Six Months | 19.99% |
Nine Months | 12.61% |
One Year | 23.36% |
Three Years | 17.49% |
Five Years | 84.85% |
Ten Years | 177.99% |
YTD | 6.52% |
Since Inception | 2,099.24% |
Yearly Returns
2024 | 6.52% |
---|---|
2023 | 24.00% |
2022 | -22.93% |
2021 | 26.66% |
2020 | 24.22% |
2019 | 33.99% |
2018 | -4.42% |
2017 | 15.17% |
2016 | 10.07% |
2015 | -3.20% |
Risk against SP-DA
Alpha | 2.21% |
---|---|
Beta | 0.98 |
Correlation | 97.34% |
Downside Deviation | 3.05% |
Coefficient of determination | 94.75% |
Standard Deviation | 3.44% |
Sharpe Ratio | 0.16 |
Sortino | 0.63 |
Treynor | 18.34 |
Ulcer Index | 2.64 |
Ulcer Performance Index | 0.72 |