DRGYX
BNY Mellon Dynamic Value Fund Class Y
Mutual fund
$57.43+0.31 (+0.54%)Close Oct 2, 2026
Jul 2, 2013 – Oct 2, 2026, Dividends reinvested
- Final balance
- $50,978
- CAGR
- +13.08%
- Max drawdown
- −42.59%
- Sharpe ratio
- 0.78
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.23%
- 3M
- +0.47%
- 6M
- +14.13%
- YTD
- +17.06%
- 1Y
- +22.77%
- 3Y
- +20.49%
- 5Y
- +15.07%
- 10Y
- +14.18%
- Since 2013
- +13.08%
Metrics
Since 2013| Volatility | 17.82% |
|---|---|
| Sortino ratio | 1.09 |
| Calmar ratio | 0.31 |
| Best year, 2021 | +33.76% |
| Worst year, 2018 | −10.49% |
| Positive years | 10 of 12 |
| Longest drawdown | 1.8 years |
Worst drawdowns
Since 2013| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −42.6% | Jan 2020 | Mar 2020 | Nov 2020 | 10 months |
| −21.8% | Jan 2018 | Dec 2018 | Nov 2019 | 1.8 years |
| −19.0% | Jun 2015 | Feb 2016 | Aug 2016 | 1.2 years |
| −15.7% | Nov 2024 | Apr 2025 | Jun 2025 | 7 months |
| −15.4% | Apr 2022 | Sep 2022 | Nov 2022 | 7 months |
Annual returns
2013 from Jul 2 · 2026 through Oct 2