DWOIX
BNY Mellon Research Growth-I
$17.31
-0.37 (-2.09%)
Currency in USD / Last Updated: 4/19/2024
Category | Large Cap Growth |
---|---|
Market Cap | 1509.655M |
52 Week High | 18.59 |
52 Week Low | 13.303 |
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Key Data
Symbol | DWOIX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 17.31 |
Price Yesterday | 17.68 |
Market Cap | 1,509.66 |
YTD Return | 4.34% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0078 |
Overview
52 Week High | 18.59 |
---|---|
52 Week Low | 13.30 |
Market Cap | 1,509.66M |
Shares Outstanding | 87.21M |
Income Dividend Yield | 2.54% |
Long Term Dividend Yield | 0.97% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.51% |
Returns Annualized
One Day | -99.52% |
---|---|
Five Days | -93.43% |
One Months | -45.81% |
Three Months | 10.07% |
Six Months | 43.87% |
Nine Months | 12.41% |
One Year | 26.41% |
Three Years | 3.16% |
Five Years | 13.19% |
Ten Years | 12.67% |
YTD | 15.14% |
Since Inception | 12.99% |
Returns Total
One Day | -2.09% |
---|---|
Five Days | -5.25% |
One Month | -5.20% |
Three Months | 2.43% |
Six Months | 19.75% |
Nine Months | 9.21% |
One Year | 26.38% |
Three Years | 9.76% |
Five Years | 85.57% |
Ten Years | 228.84% |
YTD | 4.34% |
Since Inception | 565.51% |
Yearly Returns
2024 | 4.34% |
---|---|
2023 | 42.18% |
2022 | -33.75% |
2021 | 19.04% |
2020 | 46.36% |
2019 | 29.42% |
2018 | 0.92% |
2017 | 23.80% |
2016 | 2.19% |
2015 | 6.51% |
Risk against SP-DA
Alpha | 0.11% |
---|---|
Beta | 1.3 |
Correlation | 96.54% |
Downside Deviation | 3.67% |
Coefficient of determination | 93.20% |
Standard Deviation | 4.59% |
Sharpe Ratio | 0.31 |
Sortino | 1.35 |
Treynor | 16.18 |
Ulcer Index | 3.86 |
Ulcer Performance Index | 1.28 |