Nasdaq - Delayed Quote
USD
BNY Mellon Worldwide Growth I (DPWRX)
67.27
-0.15
(-0.22%)
At close: 8:01:03 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 6.84% |
|---|---|
| 5y Average Return | 6.40% |
| Number of Years Up | 22 |
| Number of Years Down | 7 |
| Best 1Y Total Return (Oct 29, 2026) | 35.25% |
| Worst 1Y Total Return (Oct 29, 2026) | -- |
| Best 3Y Total Return | 35.25% |
| Worst 3Y Total Return | 3.05% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
DPWRX
Category
- YTD
- 6.23%
- 0.00%
- 1-Month
- -0.54%
- 0.00%
- 3-Month
- 4.73%
- 0.00%
- 1-Year
- 8.31%
- 0.00%
- 3-Year
- 13.23%
- 0.00%
- 5-Year
- 7.72%
- 0.00%
- 10-Year
- 12.47%
- 0.00%
- Last Bull Market
- 17.27%
- 0.00%
- Last Bear Market
- -14.82%
- 0.00%
Annual Total Return (%) History
Year
DPWRX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-6.48% | 8.46% | 4.73% | -- |
|
2025
|
-3.40% | 10.64% | 4.34% | 1.96% |
|
2024
|
5.82% | 2.52% | 1.57% | -1.79% |
|
2023
|
8.54% | 7.18% | -5.12% | 11.08% |
|
2022
|
-6.89% | -14.82% | -7.09% | 11.93% |
|
2021
|
3.55% | 11.09% | -1.75% | 9.72% |
|
2020
|
-15.47% | 20.58% | 9.16% | 12.07% |
|
2019
|
14.60% | 6.19% | 1.25% | 9.77% |
|
2018
|
-2.88% | 2.26% | 4.32% | -11.64% |
|
2017
|
8.91% | 6.39% | 3.92% | 5.79% |
Rank in Category (By Total Return)
| YTD | 50 |
| 1-Month | 31 |
|---|---|
| 3-Month | 2 |
| 1-Year | 49 |
| 3-Year | 79 |
| 5-Year | 34 |
Load Adjusted Returns
| 1-Year | 8.31% |
| 3-Year | 13.23% |
|---|---|
| 5-Year | 7.72% |
| 10-Year | 12.47% |
Performance & Risk
| YTD Return | 6.84% |
| 5y Average Return | 6.40% |
| Rank in Category (ytd) | 50 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.88 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | BNY Mellon |
| Net Assets | 896.08M |
| YTD Return | 6.23% |
| Yield | 0.20% |
| Morningstar Rating | |
| Inception Date | Mar 04, 1996 |
Fund Summary
To pursue its goals, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in the common stock of U.S. and foreign companies. It focuses on "blue chip" multinational companies with total market values of more than $5 billion. Normally at least 40% of the fund's assets will be invested in companies that have significant exposure to the economies of countries other than the United States.
