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BNY Mellon Appreciation Investor (DGAGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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43.56-0.02 (-0.05%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★
Number of years up32
Number of years down7
Best 1-yr total return (13 Jun 2024)35.14%
Worst 1-yr total return (13 Jun 2024)N/A

Risk statistics

3 years
DGAGXCategory average
5 years
DGAGXCategory average
10 years
DGAGXCategory average
Alpha
-2.530.03
-0.440.04
-0.90.01
BETA
0.990.01
0.970.01
0.960.01
Mean annual return
0.670.02
1.30.02
0.980.01
R-squared
94.960.89
95.890.87
95.140.87
Standard deviation
18.030.2
18.040.16
150.15
Sharpe ratio
0.270.01
0.740.01
0.680.01
Treynor ratio
3.470.21
12.990.21
10.050.15