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BNY Mellon Appreciation Investor (DGAGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
42.29-0.14 (-0.33%)
As of 08:06AM EST. Market open.

Risk Overview

Morningstar Risk Rating★★
Number of Years Up32
Number of Years Down7
Best 1 Yr Total Return (Feb 19, 2024)35.14%
Worst 1 Yr Total Return (Feb 19, 2024)N/A

Risk Statistics

3 Years
DGAGXCategory Average
5 Years
DGAGXCategory Average
10 Years
DGAGXCategory Average
Alpha
-1.130.03
0.980.04
-0.270.01
BETA
1.020.01
0.980.01
0.970.01
Mean Annual Return
0.920.02
1.320.02
1.030.01
R-squared
95.820.89
96.280.87
95.20.87
Standard Deviation
18.180.2
18.330.16
14.970.15
Sharpe Ratio
0.460.01
0.750.01
0.740.01
Treynor Ratio
7.010.21
13.320.21
10.880.15