BNY Mellon Research Growth Fund, Inc. (DWOIX)
Fund Info
| ISIN | US26203H4092 |
|---|---|
| CUSIP | 26203H409 |
| Issuer | T. Rowe Price |
| Inception Date | Sep 30, 2008 |
| Region | North America (U.S.) |
| Category | Large Cap Growth Equities |
| Min. Investment | $1,000 |
| Home Page | im.bnymellon.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
The BNY Mellon Research Growth Fund, Inc. has a high expense ratio of 0.78%, indicating higher-than-average management fees.
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.
Returns By Period
BNY Mellon Research Growth Fund, Inc. had a return of 4.34% year-to-date (YTD) and 26.93% in the last 12 months. Over the past 10 years, BNY Mellon Research Growth Fund, Inc. had an annualized return of 12.77%, outperforming the S&P 500 benchmark which had an annualized return of 10.42%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 4.34% | 5.05% |
| 1 month | -6.73% | -4.27% |
| 6 months | 20.98% | 18.82% |
| 1 year | 26.93% | 21.22% |
| 5 years (annualized) | 12.91% | 11.38% |
| 10 years (annualized) | 12.77% | 10.42% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.69% | 6.28% | 3.63% | |||||||||
| 2023 | -6.96% | -4.08% | 12.20% | 5.98% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
BNY Mellon Research Growth Fund, Inc.(DWOIX)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for BNY Mellon Research Growth Fund, Inc. (DWOIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
BNY Mellon Research Growth Fund, Inc. granted a 3.51% dividend yield in the last twelve months. The annual payout for that period amounted to $0.61 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.61 | $0.61 | $1.96 | $3.06 | $1.65 | $1.51 | $2.49 | $1.48 | $0.80 | $0.96 | $1.04 | $0.13 |
Dividend yield | 3.51% | 3.66% | 16.15% | 14.40% | 8.04% | 9.94% | 19.19% | 9.73% | 5.89% | 6.88% | 7.43% | 0.96% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | |||||||||
| 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 |
| 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 |
| 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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.17 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.04 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.99 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.49 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.11 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.77 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.72 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.62 |
| 2013 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 38.61%, occurring on Oct 14, 2022. Recovery took 358 trading sessions.
The current BNY Mellon Research Growth Fund, Inc. drawdown is 6.89%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -38.61% | Nov 19, 2021 | 227 | Oct 14, 2022 | 358 | Mar 20, 2024 | 585 |
| -34.52% | Oct 1, 2008 | 109 | Mar 9, 2009 | 132 | Sep 15, 2009 | 241 |
| -31.29% | Feb 20, 2020 | 23 | Mar 23, 2020 | 50 | Jun 3, 2020 | 73 |
| -22.48% | Oct 2, 2018 | 58 | Dec 24, 2018 | 81 | Apr 23, 2019 | 139 |
| -21.48% | May 2, 2011 | 108 | Oct 3, 2011 | 103 | Mar 1, 2012 | 211 |
Volatility
Volatility Chart
The current BNY Mellon Research Growth Fund, Inc. volatility is 5.17%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.