DWOAX
BNY Mellon Research Growth-A
$19.86
-0.01 (-0.05%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 1722.732M |
| 52 Week High | 19.87 |
| 52 Week Low | 13.553 |
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Key Data
| Symbol | DWOAX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 19.86 |
| Price Yesterday | 19.87 |
| Market Cap | 1,722.73 |
| YTD Return | 21.39% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0103 |
Overview
| 52 Week High | 19.87 |
|---|---|
| 52 Week Low | 13.55 |
| Market Cap | 1,722.73M |
| Shares Outstanding | 86.74M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.84% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.84% |
Returns Annualized
| One Day | -11.93% |
|---|---|
| Five Days | 145.23% |
| One Months | 83.11% |
| Three Months | 42.96% |
| Six Months | 49.83% |
| Nine Months | 50.87% |
| One Year | 32.90% |
| Three Years | 6.14% |
| Five Years | 15.68% |
| Ten Years | 13.51% |
| YTD | 45.67% |
| Since Inception | 13.62% |
Returns Total
| One Day | -0.05% |
|---|---|
| Five Days | 1.79% |
| One Month | 4.91% |
| Three Months | 9.18% |
| Six Months | 21.99% |
| Nine Months | 35.65% |
| One Year | 32.86% |
| Three Years | 19.45% |
| Five Years | 106.77% |
| Ten Years | 254.01% |
| YTD | 21.39% |
| Since Inception | 645.78% |
Yearly Returns
| 2024 | 21.39% |
|---|---|
| 2023 | 41.80% |
| 2022 | -33.91% |
| 2021 | 18.70% |
| 2020 | 45.99% |
| 2019 | 29.12% |
| 2018 | 0.71% |
| 2017 | 23.44% |
| 2016 | 2.00% |
| 2015 | 6.22% |
Risk against SP-DA
| Alpha | -3.64% |
|---|---|
| Beta | 1.34 |
| Correlation | 94.52% |
| Downside Deviation | 3.74% |
| Coefficient of determination | 89.33% |
| Standard Deviation | 4.55% |
| Sharpe Ratio | 0.27 |
| Sortino | 1.12 |
| Treynor | 20.61 |
| Ulcer Index | 3.93 |
| Ulcer Performance Index | 1.06 |