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ISIN
US05588Q1013
CUSIP
05588Q101
Inception Date
Feb 4, 1972
Min. Investment
$1,000
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth

Share Price Chart


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Performance

DREQX Performance Chart

BNY Mellon Research Growth Fund, Inc. (DREQX) is up 4.1% since the beginning of the year. DREQX is currently trading at $20 per share. Investors who bought $1,000 worth of DREQX shares 5 years ago would now be looking at an investment worth $1,580.


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Benchmark

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Returns By Period

BNY Mellon Research Growth Fund, Inc. (DREQX) has returned 4.09% so far this year and 12.77% over the past 12 months. Looking at the last ten years, DREQX has achieved an annualized return of 15.62%, outperforming the S&P 500 Index benchmark, which averaged 13.26% per year.


BNY Mellon Research Growth Fund, Inc.

1D
2.69%
1M
-1.17%
6M
4.09%
YTD
4.09%
1Y
12.77%
3Y*
18.73%
5Y*
9.58%
10Y*
15.62%
ALL TIME*
8.13%

Benchmark (S&P 500 Index)

1D
0.70%
1M
0.09%
6M
7.94%
YTD
9.41%
1Y
20.07%
3Y*
17.84%
5Y*
11.25%
10Y*
13.26%
ALL TIME*
8.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DREQX Monthly Returns History

Based on dividend-adjusted daily data since Jan 2, 1980, DREQX's average daily return is +0.04%, while the average monthly return is +0.78%. At this rate, an investment would double in approximately 7.4 years.

Historically, 60% of months were positive and 40% were negative. The best month was Apr 2020 with a return of +16.0%, while the worst month was Oct 1987 at -24.9%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 8 months.

On a daily basis, DREQX closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +12.0%, while the worst single day was Oct 22, 1987 at -16.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.00%-3.81%-5.67%12.88%5.89%-2.51%-1.56%4.09%
20252.83%-6.11%-10.18%1.93%9.49%7.65%4.02%0.61%2.69%5.01%-1.80%-0.43%14.96%
20241.70%6.28%3.58%-4.03%4.96%5.40%-3.74%1.02%2.68%0.35%7.87%3.98%33.57%
202311.54%-0.86%5.94%0.62%4.96%6.53%3.00%-1.33%-6.95%-4.03%12.12%6.00%42.15%
2022-10.74%-1.75%4.19%-16.18%-3.78%-9.36%12.94%-5.35%-10.12%6.94%4.81%-8.02%-33.84%
2021-0.38%2.11%-1.36%6.28%-1.92%6.28%1.86%3.52%-5.25%6.45%-0.51%1.22%19.04%

Benchmark Metrics

BNY Mellon Research Growth Fund, Inc. has an annualized alpha of -0.29%, beta of 0.93, and R2 of 0.75 versus S&P 500 Index. Calculated based on daily prices since January 02, 1980.

  • This fund participated in 104.71% of S&P 500 Index downside but only 98.45% of its upside - more exposed to losses than it benefited from rallies.
  • With beta of 0.93 and R2 of 0.75, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
-0.29%
Beta
0.93
0.75
Upside Capture
98.45%
Downside Capture
104.71%

Expense Ratio

DREQX has an expense ratio of 0.83%, placing it in the medium range.


Return for Risk

Risk / Return Rank

DREQX ranks 13 for risk / return — above 13% of mutual funds peers on PortfoliosLab. Its historical combined result is below most peers; review the five component ranks for context.


DREQX Risk / Return Rank: 1313
Overall Rank
DREQX Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
DREQX Sortino Ratio Rank: 1313
Sortino Ratio Rank
DREQX Omega Ratio Rank: 1313
Omega Ratio Rank
DREQX Calmar Ratio Rank: 1212
Calmar Ratio Rank
DREQX Martin Ratio Rank: 1515
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

Risk / Return Metrics

The table below present risk-adjusted performance metrics for BNY Mellon Research Growth Fund, Inc. (DREQX) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


DREQXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.85

Sortino ratioReturn per unit of downside risk

-1.09

Omega ratioGain probability vs. loss probability

1.11

1.25

-0.15

Calmar ratioReturn relative to maximum drawdown

0.66

2.00

-1.35

Martin ratioReturn relative to average drawdown

2.25

8.49

-6.24

Dividends

Dividend History

BNY Mellon Research Growth Fund, Inc. provided a 16.88% dividend yield over the last twelve months, with an annual payout of $3.42 per share. The fund has been increasing its distributions for 2 consecutive years.


5.00%10.00%15.00%20.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.00$3.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$3.42$3.12$1.92$0.61$1.96$3.06$2.22$1.50$2.48$1.47$0.78$0.95

Dividend yield

16.88%15.09%9.19%3.56%15.70%14.04%10.57%9.67%18.79%9.48%5.68%6.69%

Monthly Dividends

The table displays the monthly dividend distributions for BNY Mellon Research Growth Fund, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$1.35$0.00$1.35
2025$0.00$0.00$0.00$0.00$0.00$1.05$0.00$0.00$0.00$0.00$0.00$2.07$3.12
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.92$1.92
2023$0.00$0.00$0.00$0.00$0.00$0.44$0.00$0.00$0.00$0.00$0.00$0.17$0.61
2022$0.00$0.00$0.00$0.00$0.00$1.80$0.00$0.00$0.00$0.00$0.00$0.16$1.96
2021$0.00$0.00$0.00$0.00$0.00$1.24$0.00$0.00$0.00$0.00$0.00$1.82$3.06

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the BNY Mellon Research Growth Fund, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the BNY Mellon Research Growth Fund, Inc. was 52.06%, occurring on Oct 9, 2002. Recovery took 2083 trading sessions.

The current BNY Mellon Research Growth Fund, Inc. drawdown is 4.83%.


Drawdown

Fall

Recovery

Underwater

Related event

-52.06%Oct 2002
2y 6mo8y 3mo
10y 9moMar 2000 - Jan 2011
Dot-com crash2000–2002
-49.30%Aug 1982
1y 8mo5y
6y 8moDec 1980 - Aug 1987
-38.53%Oct 2022
11mo 1d1y 5mo
2y 4moNov 2021 - Mar 2024
Bear market2022
-34.90%Dec 1987
2mo 17d3y 3mo
3y 5moOct 1987 - Apr 1991
Black Monday1987
-31.30%Mar 2020
1mo 2d2mo 12d
3mo 14dFeb 2020 - Jun 2020
COVID crash2020

Drawdown Indicators


DREQXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-52.06%

-56.78%

+4.72%

Max Drawdown (1Y)

Largest decline over 1 year

-15.09%

-9.10%

-5.99%

Max Drawdown (3Y)

Largest decline over 3 years

-27.51%

-18.90%

-8.61%

Max Drawdown (5Y)

Largest decline over 5 years

-38.53%

-25.43%

-13.10%

Max Drawdown (10Y)

Largest decline over 10 years

-38.53%

-33.92%

-4.61%

Current Drawdown

Current decline from peak

-4.83%

-1.58%

-3.25%

Average Drawdown

Average peak-to-trough decline

-13.73%

-10.70%

-3.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.41%

2.14%

+2.27%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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