DWOIX Performance — BNY Mellon Research Growth Fund, Inc., Class I
Data updated: 2026-07-24
DWOIX returned +8.44% year to date and +28.75% over one year to May 2026. Annualised returns are +21.89% over 3 years and +11.06% over 5 years. The fund beat its US Large Blend category average: $100 invested three years ago grew to $181, against $165 for the category, and to $129 over one year, against $122. Volatility over the past three years was 18.48% a year. In the 12 months to May 2026 the fund took in a net $4.1M, and assets reached $1.73B.
DWOIX Growth of $100
What $100 invested in BNY Mellon Research Growth Fund, Inc. grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Blend category average over the same months.
| Period | DWOIX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $129 | $122 |
| 3 years (Jun 2023 – May 2026) | $181 | $165 |
| 5 years (Jun 2021 – May 2026) | $169 | $164 |
| Since data start (Sep 2019 – May 2026) | $281 | $229 |
DWOIX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +8.44% |
| 1 year | +28.75% |
| 3 years (annualised) | +21.89% |
| 5 years (annualised) | +11.06% |
DWOIX Annual Returns
Calendar-year total returns of BNY Mellon Research Growth Fund, Inc., compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +8.44% |
| 2025 | +14.93% |
| 2024 | +26.45% |
| 2023 | +42.20% |
| 2022 | −33.76% |
| 2021 | +19.05% |
| 2020 | +46.38% |
| 2019 (Sep–Dec) | +8.57% |
DWOIX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.1% | −3.8% | −5.7% | +12.8% | +5.9% | — | — | — | — | — | — | — |
| 2025 | +2.8% | −6.1% | −10.1% | +1.9% | +9.5% | +7.6% | +4.0% | +0.6% | +2.7% | +5.0% | −1.9% | −0.4% |
| 2024 | +1.7% | +6.3% | +3.6% | −4.0% | +4.9% | +5.4% | −3.7% | +1.0% | +2.7% | +0.4% | +7.9% | −1.6% |
| 2023 | +11.5% | −0.8% | +6.0% | +0.6% | +5.0% | +6.5% | +3.0% | −1.3% | −7.0% | −4.1% | +12.2% | +6.0% |
| 2022 | −10.7% | −1.7% | +4.2% | −16.1% | −3.8% | −9.3% | +12.9% | −5.3% | −10.2% | +7.0% | +4.9% | −8.0% |
| 2021 | −0.3% | +2.1% | −1.3% | +6.2% | −1.9% | +6.3% | +1.9% | +3.5% | −5.2% | +6.9% | −1.0% | +1.2% |
| 2020 | +3.1% | −6.2% | −10.1% | +16.1% | +8.3% | +4.5% | +8.3% | +10.2% | −5.1% | −1.9% | +11.8% | +3.1% |
| 2019 | — | — | — | — | — | — | — | — | −0.3% | +1.4% | +4.0% | +3.3% |
DWOIX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 18.48%
- 3-year Sharpe ratio: 0.94 (vs 4.5% risk-free rate)
- Best month: +12.82% (Apr 2026)
- Worst month: −10.13% (Mar 2025)
DWOIX Fund Flows
Monthly money in and out of BNY Mellon Research Growth Fund, Inc., from SEC Form N-PORT.
- 12-month net flow: $4.1M
- 12-month gross sales (incl. reinvestments): $275.6M
- Sales ÷ redemptions: 1.02×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $1.6M | $24.7M | −$23.1M |
| Apr 2026 | $5.3M | $26.7M | −$21.5M |
| Mar 2026 | $2.9M | $18.0M | −$15.1M |
| Feb 2026 | $3.0M | $18.8M | −$15.7M |
| Jan 2026 | $4.4M | $21.4M | −$17.0M |
| Dec 2025 | $156.1M | $34.3M | $121.8M |
| Nov 2025 | $4.2M | $18.3M | −$14.1M |
| Oct 2025 | $2.1M | $19.8M | −$17.7M |
| Sep 2025 | $9.2M | $19.1M | −$9.9M |
| Aug 2025 | $3.7M | $18.9M | −$15.2M |
| Jul 2025 | $3.0M | $21.8M | −$18.8M |
| Jun 2025 | $80.1M | $29.6M | $50.5M |
DWOIX Assets Under Management
Net assets of BNY Mellon Research Growth Fund, Inc. by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $1.73B |
| 2026-02-28 | $1.60B |
| 2025-11-30 | $1.74B |
| 2025-08-31 | $1.68B |
| 2025-05-31 | $1.56B |
| 2025-02-28 | $1.60B |
| 2024-11-30 | $1.75B |
| 2024-08-31 | $1.61B |
| 2024-05-31 | $1.61B |
| 2024-02-29 | $1.59B |
| 2023-11-30 | $1.43B |
| 2023-08-31 | $1.46B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.