See what your fund actually adds
BNY Mellon Research Growth Fund, Inc. Class A DWOAX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | DWOAX | Replication |
|---|---|---|
| Annualized growth | 9.4% | 11.8% |
| Annualized volatility | 22.7% | 21.0% |
| Sharpe ratio | 0.51 | 0.64 |
| Maximum drawdown | 38.6% | 35.5% |
| Replication fit (R²) | 0.96 · Tracking error 4.3% | |
Replication portfolio
The published portfolio below is the investable basket used to model DWOAX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VUG | Style · Growth | 80.5% |
| VOT | Mid-Cap · Growth | 11.6% |
| VBK | Small-Cap · Growth | 7.9% |