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DTGRX vs. RYSIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

DTGRX vs. RYSIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BNY Mellon Technology Growth Fund (DTGRX) and Rydex Electronics Fund (RYSIX). The values are adjusted to include any dividend payments, if applicable.

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DTGRX vs. RYSIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DTGRX
BNY Mellon Technology Growth Fund
-7.70%27.20%30.78%59.98%-46.44%12.62%69.80%52.82%-1.47%42.50%
RYSIX
Rydex Electronics Fund
7.77%42.02%16.66%55.69%-32.46%38.65%56.73%59.80%-12.42%31.62%

Returns By Period

In the year-to-date period, DTGRX achieves a -7.70% return, which is significantly lower than RYSIX's 7.77% return. Over the past 10 years, DTGRX has underperformed RYSIX with an annualized return of 18.88%, while RYSIX has yielded a comparatively higher 24.83% annualized return.


DTGRX

1D
4.35%
1M
-6.78%
YTD
-7.70%
6M
-6.42%
1Y
28.49%
3Y*
26.75%
5Y*
7.49%
10Y*
18.88%

RYSIX

1D
6.05%
1M
-6.02%
YTD
7.77%
6M
14.72%
1Y
80.29%
3Y*
30.15%
5Y*
18.06%
10Y*
24.83%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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DTGRX vs. RYSIX - Expense Ratio Comparison

DTGRX has a 1.16% expense ratio, which is lower than RYSIX's 1.36% expense ratio.


Return for Risk

DTGRX vs. RYSIX — Risk / Return Rank

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

DTGRX
DTGRX Risk / Return Rank: 5959
Overall Rank
DTGRX Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
DTGRX Sortino Ratio Rank: 6060
Sortino Ratio Rank
DTGRX Omega Ratio Rank: 5353
Omega Ratio Rank
DTGRX Calmar Ratio Rank: 6767
Calmar Ratio Rank
DTGRX Martin Ratio Rank: 5757
Martin Ratio Rank

RYSIX
RYSIX Risk / Return Rank: 9393
Overall Rank
RYSIX Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
RYSIX Sortino Ratio Rank: 9191
Sortino Ratio Rank
RYSIX Omega Ratio Rank: 8787
Omega Ratio Rank
RYSIX Calmar Ratio Rank: 9898
Calmar Ratio Rank
RYSIX Martin Ratio Rank: 9797
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DTGRX vs. RYSIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Technology Growth Fund (DTGRX) and Rydex Electronics Fund (RYSIX). 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.


DTGRXRYSIXDifference

Sharpe ratio

Return per unit of total volatility

1.10

2.06

-0.96

Sortino ratio

Return per unit of downside risk

1.65

2.67

-1.03

Omega ratio

Gain probability vs. loss probability

1.23

1.38

-0.15

Calmar ratio

Return relative to maximum drawdown

1.68

4.59

-2.91

Martin ratio

Return relative to average drawdown

5.91

17.20

-11.29

DTGRX vs. RYSIX - Sharpe Ratio Comparison

The current DTGRX Sharpe Ratio is 1.10, which is lower than the RYSIX Sharpe Ratio of 2.06. The chart below compares the historical Sharpe Ratios of DTGRX and RYSIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


DTGRXRYSIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.10

2.06

-0.96

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.26

0.51

-0.25

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.68

0.75

-0.07

Sharpe Ratio (All Time)

Calculated using the full available price history

0.40

0.26

+0.14

Correlation

The correlation between DTGRX and RYSIX is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

DTGRX vs. RYSIX - Dividend Comparison

DTGRX's dividend yield for the trailing twelve months is around 13.05%, more than RYSIX's 3.01% yield.


TTM20252024202320222021202020192018201720162015
DTGRX
BNY Mellon Technology Growth Fund
13.05%12.04%8.98%0.00%0.00%21.32%5.76%34.25%30.17%9.91%10.19%6.52%
RYSIX
Rydex Electronics Fund
3.01%3.24%1.73%0.00%0.00%3.34%2.04%0.01%10.18%0.05%0.00%0.16%

Drawdowns

DTGRX vs. RYSIX - Drawdown Comparison

The maximum DTGRX drawdown since its inception was -83.23%, smaller than the maximum RYSIX drawdown of -88.66%. Use the drawdown chart below to compare losses from any high point for DTGRX and RYSIX.


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Drawdown Indicators


DTGRXRYSIXDifference

Max Drawdown

Largest peak-to-trough decline

-83.23%

-88.66%

+5.43%

Max Drawdown (1Y)

Largest decline over 1 year

-17.27%

-17.54%

+0.27%

Max Drawdown (5Y)

Largest decline over 5 years

-52.92%

-43.80%

-9.12%

Max Drawdown (10Y)

Largest decline over 10 years

-52.92%

-43.80%

-9.12%

Current Drawdown

Current decline from peak

-13.67%

-9.72%

-3.95%

Average Drawdown

Average peak-to-trough decline

-38.97%

-50.02%

+11.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.91%

4.68%

+0.23%

Volatility

DTGRX vs. RYSIX - Volatility Comparison

The current volatility for BNY Mellon Technology Growth Fund (DTGRX) is 8.59%, while Rydex Electronics Fund (RYSIX) has a volatility of 13.05%. This indicates that DTGRX experiences smaller price fluctuations and is considered to be less risky than RYSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DTGRXRYSIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.59%

13.05%

-4.46%

Volatility (6M)

Calculated over the trailing 6-month period

17.13%

25.43%

-8.30%

Volatility (1Y)

Calculated over the trailing 1-year period

27.35%

39.54%

-12.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.58%

35.72%

-7.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.84%

33.24%

-5.40%