DPTAX Beta (vs YCharts Benchmark) (5Y) Insights

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Beta (vs YCharts Benchmark) (5Y) Chart

Sep '18

Jan '19

May '19

285.00

270.00

255.00

240.00

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Historical Data

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Beta Definition

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Beta is a risk metric that measures the risk associated with a security in comparison to the risk associated with the market overall. A beta of 1 would signify that the beta is neutral with the market. A common use of beta is within the Capital Asset Pricing Model (CAPM), to find a security's expected return.

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Beta (vs YCharts Benchmark) (5Y) Range, Past 5 Years

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Beta (vs YCharts Benchmark) (5Y) Benchmarks

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Allspring Opportunity Fund C	Upgrade
RMB Fund C	Upgrade
PGIM Jennison Blend Fund C	Upgrade
MFS Intrinsic Value Fund C	--
Putnam Sustainable Leaders Fund C	Upgrade

Beta (vs YCharts Benchmark) (5Y) Related Metrics

Alpha (5Y)	Upgrade
Beta (5Y)	Upgrade
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Annualized Standard Deviation of Monthly Returns (5Y Lookback)	Upgrade
Historical Sharpe Ratio (5Y)	Upgrade
Historical Sortino (5Y)	Upgrade
Max Drawdown (5Y)	Upgrade
Monthly Value at Risk (VaR) 5% (5Y Lookback)	Upgrade

Beta (vs YCharts Benchmark) (5Y) Excel Add-In Codes

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Metric Code: enhanced_market_beta_60_month

Latest Data Point: =YCP("M:DPTAX", "enhanced_market_beta_60_month")

Last 5 Data Points: =YCS("M:DPTAX", "enhanced_market_beta_60_month", -4)

To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.

BNY Mellon Tax Managed Growth Fund C (DPTAX)

DPTAX Beta (vs YCharts Benchmark) (5Y)

Beta (vs YCharts Benchmark) (5Y) Chart

Historical Data

Beta Definition

Beta (vs YCharts Benchmark) (5Y) Range, Past 5 Years

Beta (vs YCharts Benchmark) (5Y) Benchmarks

Beta (vs YCharts Benchmark) (5Y) Related Metrics

Beta (vs YCharts Benchmark) (5Y) Excel Add-In Codes