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BNY Mellon Appreciation Investor (DGAGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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41.29+0.26 (+0.63%)
At close: 08:06AM EDT

Risk Overview

Morningstar Risk Rating★
Number of Years Up32
Number of Years Down7
Best 1 Yr Total Return (Apr 30, 2024)35.14%
Worst 1 Yr Total Return (Apr 30, 2024)N/A

Risk Statistics

3 Years
DGAGXCategory Average
5 Years
DGAGXCategory Average
10 Years
DGAGXCategory Average
Alpha
-2.10.03
-0.020.04
-0.710.01
BETA
10.01
0.980.01
0.960.01
Mean Annual Return
0.870.02
1.290.02
1.020.01
R-squared
95.060.89
95.940.87
94.940.87
Standard Deviation
18.110.2
18.30.16
14.930.15
Sharpe Ratio
0.410.01
0.730.01
0.720.01
Treynor Ratio
6.150.21
12.820.21
10.630.15