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BNY Mellon Appreciation Investor (DGAGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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43.19-0.14 (-0.32%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★
Number of years up32
Number of years down7
Best 1-yr total return (21 May 2024)35.14%
Worst 1-yr total return (21 May 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