BNY Mellon Worldwide Growth Fund (PGROX)

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

BNY Mellon Worldwide Growth Fund (PGROX) has returned -9.33% so far this year and 6.53% over the past 12 months. Over the last ten years, PGROX has returned 10.83% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jul 15, 1993, PGROX's average daily return is +0.04%, while the average monthly return is +0.80%. At this rate, your investment would double in approximately 7.2 years.

Historically, 62% of months were positive and 38% were negative. The best month was Apr 2020 with a return of +10.7%, while the worst month was Oct 2008 at -14.7%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.

On a daily basis, PGROX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +11.8%, while the worst single day was Mar 16, 2020 at -11.3%.

BNY Mellon Worldwide Growth Fund has an annualized alpha of 1.76%, beta of 0.83, and R² of 0.85 versus S&P 500 Index. Calculated based on daily prices since July 16, 1993.

• This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (91.73%) than losses (89.44%) — typical of diversified or defensive assets.

PGROX has a high expense ratio of 1.13%, indicating above-average management fees.

PGROX ranks 14 for risk / return — in the bottom 14% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

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

BNY Mellon Worldwide Growth Fund provided a 19.54% dividend yield over the last twelve months, with an annual payout of $11.22 per share. The fund has been increasing its distributions for 2 consecutive years.

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

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.

The table below displays the maximum drawdowns of the BNY Mellon Worldwide Growth Fund. 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 Worldwide Growth Fund was 47.75%, occurring on Mar 5, 2009. Recovery took 538 trading sessions.

The current BNY Mellon Worldwide Growth Fund drawdown is 11.51%.

The chart below shows the rolling one-month volatility.