DREVX vs. KR
Compare and contrast key facts about BNY Mellon Large Cap Securities Fund (DREVX) and The Kroger Co. (KR).
DREVX is managed by BNY Mellon. It was launched on May 24, 1951.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DREVX or KR.
Key characteristics
| DREVX | KR | |
|---|---|---|
| YTD Return | 21.10% | 25.13% |
| 1Y Return | 30.13% | 24.30% |
| 3Y Return (Ann) | 11.93% | 20.63% |
| 5Y Return (Ann) | 17.50% | 24.35% |
| 10Y Return (Ann) | 13.32% | 12.05% |
| Sharpe Ratio | 2.06 | 1.19 |
| Daily Std Dev | 14.07% | 21.57% |
| Max Drawdown | -54.68% | -74.33% |
| Current Drawdown | -2.25% | -1.71% |
Correlation
The correlation between DREVX and KR is 0.33, 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
DREVX vs. KR - Performance Comparison
In the year-to-date period, DREVX achieves a 21.10% return, which is significantly lower than KR's 25.13% return. Over the past 10 years, DREVX has outperformed KR with an annualized return of 13.32%, while KR has yielded a comparatively lower 12.05% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
DREVX vs. KR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Large Cap Securities Fund (DREVX) and The Kroger Co. (KR). 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.
Dividends
DREVX vs. KR - Dividend Comparison
DREVX's dividend yield for the trailing twelve months is around 5.08%, more than KR's 2.12% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DREVX BNY Mellon Large Cap Securities Fund | 5.08% | 5.12% | 3.80% | 11.43% | 6.28% | 6.74% | 9.01% | 9.11% | 8.71% | 11.24% | 11.88% | 8.78% |
KR The Kroger Co. | 2.12% | 2.41% | 17.47% | 1.72% | 2.14% | 2.07% | 1.93% | 1.79% | 1.30% | 0.94% | 1.06% | 1.56% |
Drawdowns
DREVX vs. KR - Drawdown Comparison
The maximum DREVX drawdown since its inception was -54.68%, smaller than the maximum KR drawdown of -74.33%. Use the drawdown chart below to compare losses from any high point for DREVX and KR. For additional features, visit the drawdowns tool.
Volatility
DREVX vs. KR - Volatility Comparison
The current volatility for BNY Mellon Large Cap Securities Fund (DREVX) is 4.51%, while The Kroger Co. (KR) has a volatility of 8.57%. This indicates that DREVX experiences smaller price fluctuations and is considered to be less risky than KR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.