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DNLAX vs. SGGDX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between DNLAX and SGGDX is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

DNLAX vs. SGGDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BNY Mellon Natural Resources Fund Class A (DNLAX) and First Eagle Gold Fund (SGGDX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

DNLAX:

27.94%

SGGDX:

44.11%

Max Drawdown

DNLAX:

-69.14%

SGGDX:

-3.11%

Current Drawdown

DNLAX:

-34.25%

SGGDX:

-0.72%

Returns By Period


DNLAX

YTD

-9.08%

1M

9.76%

6M

-20.27%

1Y

-22.38%

5Y*

13.95%

10Y*

3.53%

SGGDX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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DNLAX vs. SGGDX - Expense Ratio Comparison

DNLAX has a 1.14% expense ratio, which is lower than SGGDX's 1.19% expense ratio.


Risk-Adjusted Performance

DNLAX vs. SGGDX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DNLAX
The Risk-Adjusted Performance Rank of DNLAX is 11
Overall Rank
The Sharpe Ratio Rank of DNLAX is 11
Sharpe Ratio Rank
The Sortino Ratio Rank of DNLAX is 11
Sortino Ratio Rank
The Omega Ratio Rank of DNLAX is 11
Omega Ratio Rank
The Calmar Ratio Rank of DNLAX is 11
Calmar Ratio Rank
The Martin Ratio Rank of DNLAX is 11
Martin Ratio Rank

SGGDX
The Risk-Adjusted Performance Rank of SGGDX is 9090
Overall Rank
The Sharpe Ratio Rank of SGGDX is 9191
Sharpe Ratio Rank
The Sortino Ratio Rank of SGGDX is 9090
Sortino Ratio Rank
The Omega Ratio Rank of SGGDX is 8989
Omega Ratio Rank
The Calmar Ratio Rank of SGGDX is 9090
Calmar Ratio Rank
The Martin Ratio Rank of SGGDX is 9090
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

DNLAX vs. SGGDX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Natural Resources Fund Class A (DNLAX) and First Eagle Gold Fund (SGGDX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.



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Dividends

DNLAX vs. SGGDX - Dividend Comparison

DNLAX's dividend yield for the trailing twelve months is around 1.36%, less than SGGDX's 3.69% yield.


TTM20242023202220212020201920182017201620152014
DNLAX
BNY Mellon Natural Resources Fund Class A
1.36%1.24%2.32%1.35%1.19%0.91%1.95%1.53%0.40%1.26%0.98%0.74%
SGGDX
First Eagle Gold Fund
3.69%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

DNLAX vs. SGGDX - Drawdown Comparison

The maximum DNLAX drawdown since its inception was -69.14%, which is greater than SGGDX's maximum drawdown of -3.11%. Use the drawdown chart below to compare losses from any high point for DNLAX and SGGDX. For additional features, visit the drawdowns tool.


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Volatility

DNLAX vs. SGGDX - Volatility Comparison


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