DCGVX
BNY Mellon Dynamic Value Fund Class C
Mutual fund
$48.41+0.26 (+0.54%)Close Oct 2, 2026
May 31, 2001 – Oct 2, 2026, Dividends reinvested
- Final balance
- $80,400
- CAGR
- +8.57%
- Max drawdown
- −55.64%
- Sharpe ratio
- 0.50
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.32%
- 3M
- +0.21%
- 6M
- +13.53%
- YTD
- +16.15%
- 1Y
- +21.46%
- 3Y
- +19.23%
- 5Y
- +13.87%
- 10Y
- +12.99%
- 15Y
- +13.86%
- 20Y
- +9.27%
- 25Y
- +9.45%
- Since 2001
- +8.57%
Metrics
Since 2001| Volatility | 20.58% |
|---|---|
| Sortino ratio | 0.71 |
| Calmar ratio | 0.15 |
| Best year, 2003 | +42.52% |
| Worst year, 2008 | −36.52% |
| Positive years | 19 of 24 |
| Longest drawdown | 5.6 years |
Worst drawdowns
Since 2001| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −55.6% | Jul 2007 | Mar 2009 | Feb 2013 | 5.6 years |
| −45.4% | Jun 2001 | Oct 2002 | Jan 2004 | 2.6 years |
| −42.7% | Jan 2020 | Mar 2020 | Dec 2020 | 11 months |
| −22.6% | Jan 2018 | Dec 2018 | Nov 2019 | 1.8 years |
| −19.5% | Jun 2015 | Feb 2016 | Nov 2016 | 1.4 years |
Annual returns
2001 from May 31 · 2026 through Oct 2