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BNY Mellon Tax Managed Growth Fund (DTMGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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41.92+0.04 (+0.10%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating
Number of years up19
Number of years down7
Best 1-yr total return (1 July 2024)35.02%
Worst 1-yr total return (1 July 2024)N/A

Risk statistics

3 years
DTMGXCategory average
5 years
DTMGXCategory average
10 years
DTMGXCategory average
Alpha
-2.860.03
-0.660.04
-1.330.01
BETA
0.980.01
0.960.01
0.950.01
Mean annual return
0.640.02
1.260.02
0.940.01
R-squared
95.080.89
95.840.87
95.130.87
Standard deviation
17.830.2
17.810.16
14.860.15
Sharpe ratio
0.250.01
0.720.01
0.650.01
Treynor ratio
3.110.21
12.730.21
9.550.15