DWOIX
BNY Mellon Research Growth-I
$20.16
-0.01 (-0.05%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 1722.392M |
| 52 Week High | 20.17 |
| 52 Week Low | 13.743 |
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Key Data
| Symbol | DWOIX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 20.16 |
| Price Yesterday | 20.17 |
| Market Cap | 1,722.39 |
| YTD Return | 21.52% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0078 |
Overview
| 52 Week High | 20.17 |
|---|---|
| 52 Week Low | 13.74 |
| Market Cap | 1,722.39M |
| Shares Outstanding | 85.44M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.83% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.83% |
Returns Annualized
| One Day | -11.76% |
|---|---|
| Five Days | 141.95% |
| One Months | 82.62% |
| Three Months | 43.11% |
| Six Months | 50.13% |
| Nine Months | 51.16% |
| One Year | 33.21% |
| Three Years | 6.41% |
| Five Years | 15.98% |
| Ten Years | 13.80% |
| YTD | 45.96% |
| Since Inception | 13.91% |
Returns Total
| One Day | -0.05% |
|---|---|
| Five Days | 1.77% |
| One Month | 4.89% |
| Three Months | 9.21% |
| Six Months | 22.11% |
| Nine Months | 35.84% |
| One Year | 33.17% |
| Three Years | 20.37% |
| Five Years | 109.41% |
| Ten Years | 262.98% |
| YTD | 21.52% |
| Since Inception | 675.38% |
Yearly Returns
| 2024 | 21.52% |
|---|---|
| 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 | -3.34% |
|---|---|
| Beta | 1.34 |
| Correlation | 94.71% |
| Downside Deviation | 3.72% |
| Coefficient of determination | 89.71% |
| Standard Deviation | 4.54% |
| Sharpe Ratio | 0.29 |
| Sortino | 1.21 |
| Treynor | 20.83 |
| Ulcer Index | 3.91 |
| Ulcer Performance Index | 1.15 |