Summary
BKCG
Prices · period metrics · 12M
NAV as of 16/07/2026
30/05/2025 → 28/05/2026
Return 11.54% Volatility 13.21% Sharpe 1.03
Official loaded data — not a live quote.

BNY MELLON CONCENTRATED GROWTH ETF

Symbol: BKCG

Exchange: NYSE

Sector: Technology

Category: Large Growth

Inception date: 14/05/2004

Latest date: 16/07/2026

Current price: $38.16

Expense ratio: 0.50%

Assets under management
$117.3M
-0.40% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
--
--

Performance metrics

Period total return

1.65%

Ann. 54.13% (Sharpe / Sortino numerator)

Volatility

11.10%

Sharpe ratio

4.551

VaR 95%

-1.01%

CVaR 95%: -1.17%
Max drawdown: -2.33%
Sortino ratio: 7.425
Calmar ratio: 23.26

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

5.23%

Ann. 29.91% (Sharpe / Sortino numerator)

Volatility

16.53%

Sharpe ratio

1.590

VaR 95%

-1.52%

CVaR 95%: -1.86%
Max drawdown: -8.80%
Sortino ratio: 2.693
Calmar ratio: 3.40

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

3.64%

Ann. 14.23% (Sharpe / Sortino numerator)

Volatility

14.67%

Sharpe ratio

0.723

VaR 95%

-1.50%

CVaR 95%: -1.98%
Max drawdown: -12.12%
Sortino ratio: 1.054
Calmar ratio: 1.17

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

11.54%

Ann. 17.19% (Sharpe / Sortino numerator)

Volatility

13.21%

Sharpe ratio

1.026

VaR 95%

-1.42%

CVaR 95%: -1.84%
Max drawdown: -12.12%
Sortino ratio: 1.493
Calmar ratio: 1.42

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.047%

Best day

3.03%

31/03/2026
Worst day

-2.628%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $38.31 $38.33 $38.05 $38.16 500
15/07/2026 $38.27 $38.35 $38.16 $38.35 2,000
14/07/2026 $37.91 $37.91 $37.90 $37.90 200
13/07/2026 $37.92 $37.92 $37.77 $37.77 300
10/07/2026 $37.78 $38.03 $37.78 $38.03 1,200
09/07/2026 $37.45 $37.84 $37.45 $37.84 2,800
08/07/2026 $37.53 $37.71 $37.50 $37.71 2,200
07/07/2026 $37.67 $37.80 $37.67 $37.80 2,200
06/07/2026 $37.84 $38.04 $37.84 $37.97 600
02/07/2026 $37.73 $37.73 $37.35 $37.56 7,800