DNLDX vs. TQQQ

In the year-to-date period, DNLDX achieves a 1.95% return, which is significantly higher than TQQQ's -10.81% return. Over the past 10 years, DNLDX has underperformed TQQQ with an annualized return of 6.96%, while TQQQ has yielded a comparatively higher 31.23% annualized return.

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DNLDX has a 1.00% expense ratio, which is higher than TQQQ's 0.95% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Active MidCap Fund (DNLDX) and ProShares UltraPro QQQ (TQQQ). 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.

The current DNLDX Sharpe Ratio is 0.56, which is higher than the TQQQ Sharpe Ratio of 0.14. The chart below compares the historical Sharpe Ratios of DNLDX and TQQQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DNLDX's dividend yield for the trailing twelve months is around 9.55%, more than TQQQ's 1.40% yield.

The maximum DNLDX drawdown since its inception was -63.69%, smaller than the maximum TQQQ drawdown of -81.66%. Use the drawdown chart below to compare losses from any high point for DNLDX and TQQQ.

The current volatility for BNY Mellon Active MidCap Fund (DNLDX) is 5.48%, while ProShares UltraPro QQQ (TQQQ) has a volatility of 16.36%. This indicates that DNLDX experiences smaller price fluctuations and is considered to be less risky than TQQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.