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BNY Mellon Research Growth Fund, Inc. (DREQX)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Fund Info

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

Performance Chart

The chart shows the growth of an initial investment of $10,000 in BNY Mellon Research Growth Fund, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

BNY Mellon Research Growth Fund, Inc. (DREQX) has returned -12.60% so far this year and 15.85% over the past 12 months. Looking at the last ten years, DREQX has achieved an annualized return of 14.21%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.


BNY Mellon Research Growth Fund, Inc.

1D
-0.44%
1M
-9.14%
YTD
-12.60%
6M
-10.27%
1Y
15.85%
3Y*
17.65%
5Y*
8.41%
10Y*
14.21%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jan 2, 1980, DREQX's average daily return is +0.04%, while the average monthly return is +0.75%. At this rate, your investment would double in approximately 7.7 years.

Historically, 61% of months were positive and 39% 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%-9.14%-12.60%
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 -0.38%, beta of 0.93, and R² of 0.75 versus S&P 500 Index. Calculated based on daily prices since January 03, 1980.

  • This fund participated in 104.55% of S&P 500 Index downside but only 97.92% 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
-0.38%
Beta
0.93
0.75
Upside Capture
97.92%
Downside Capture
104.55%

Expense Ratio

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


Return for Risk

Risk / Return Rank

DREQX ranks 28 for risk / return — below 28% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


DREQX Risk / Return Rank: 2828
Overall Rank
DREQX Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
DREQX Sortino Ratio Rank: 3030
Sortino Ratio Rank
DREQX Omega Ratio Rank: 2929
Omega Ratio Rank
DREQX Calmar Ratio Rank: 2727
Calmar Ratio Rank
DREQX Martin Ratio Rank: 2727
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

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


DREQXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.67

0.90

-0.22

Sortino ratio

Return per unit of downside risk

1.12

1.39

-0.26

Omega ratio

Gain probability vs. loss probability

1.16

1.21

-0.05

Calmar ratio

Return relative to maximum drawdown

0.80

1.40

-0.60

Martin ratio

Return relative to average drawdown

2.95

6.61

-3.65

Explore DREQX risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

BNY Mellon Research Growth Fund, Inc. provided a 17.26% dividend yield over the last twelve months, with an annual payout of $3.12 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$3.12$3.12$1.92$0.61$1.96$3.06$2.22$1.50$2.48$1.47$0.78$0.95

Dividend yield

17.26%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
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 15.09%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-52.06%Mar 28, 2000636Oct 9, 20022083Jan 18, 20112719
-49.3%Dec 1, 1980430Aug 12, 19821264Aug 11, 19871694
-38.53%Nov 17, 2021229Oct 14, 2022357Mar 19, 2024586
-34.9%Oct 6, 198755Dec 22, 1987827Apr 2, 1991882
-31.3%Feb 20, 202023Mar 23, 202050Jun 3, 202073

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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