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BNY Mellon Worldwide Growth Fund (DPRIX)

68.31
-0.11
(-0.16%)
At close: 8:00:35 PM EDT

Fund Summary

To pursue its goals, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in the common stock of U.S. and foreign companies. It focuses on "blue chip" multinational companies with total market values of more than $5 billion. Normally at least 40% of the fund's assets will be invested in companies that have significant exposure to the economies of countries other than the United States.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 35.37%
Worst 1Y Total Return --
Number of Years Up 8
Number of Years Down 3

Performance & Risk

YTD Return 3.19%
5y Average Return 13.16%
Rank in Category (ytd) 74
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
DPRIXCategory AverageDPRIXCategory AverageDPRIXCategory Average
Alpha -2.66 0.04 -1.2 0.04 1.78 0.02
BETA 1.01 0.01 1.03 0.01 0.95 0.01
Mean Annual Return 0.7 0.02 1.05 0.02 0.9 0.01
R-squared 91.98 0.89 92.27 0.87 90.44 0.88
Standard Deviation 16.32 0.19 16.31 0.15 14.74 0.15
Sharpe Ratio 0.23 0.01 0.6 0.01 0.6 0.01
Treynor Ratio 2.6 0.18 8.77 0.18 8.61 0.11

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