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BNY Mellon Appreciation Investor (DGAGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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43.22+0.09 (+0.21%)
At close: 08:01PM EDT

Risk Overview

Morningstar Risk Rating★
Number of Years Up32
Number of Years Down7
Best 1 Yr Total Return (May 15, 2024)35.14%
Worst 1 Yr Total Return (May 15, 2024)N/A

Risk Statistics

3 Years
DGAGXCategory Average
5 Years
DGAGXCategory Average
10 Years
DGAGXCategory Average
Alpha
-2.160.03
-0.180.04
-0.850.01
BETA
0.990.01
0.970.01
0.960.01
Mean Annual Return
0.590.02
1.140.02
0.970.01
R-squared
95.070.89
96.10.87
95.180.87
Standard Deviation
17.950.2
18.310.16
14.980.15
Sharpe Ratio
0.220.01
0.620.01
0.670.01
Treynor Ratio
2.560.21
10.740.21
9.870.15