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BNY Mellon Balanced Inv (MIBLX)

On Dec 15: 10.05   0.04 (0.40%)

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Performance  As of 30-Nov-09 Get Performance for:
PERFORMANCE OVERVIEW   Morningstar Return Rating: Above average Year to Date Return: 19.39% 5-Year Average Return: 3.72% Number of Years Up: 4 Number of Years Down: 1 Best 1-Yr Total Return (2006): 10.05% Worst 1-Yr Total Return (2008): -23.14% Best 3-Yr Total Return (2004-6): 8.49% Worst 3-Yr Total Return (2006-8): -2.69% LOAD ADJUSTED RETURNS   1-Year: No load 3-Year: No load 5-Year: No load 10-Year: No load
TRAILING RETURNS (%) VS. BENCHMARKS   Return MIBLX Category Diff Index* Diff Year To Date 19.39 22.21 -2.82 N/A N/A 1-Month 3.29 3.58 -0.29 N/A N/A 3-Month 5.37 5.74 -0.37 N/A N/A 1-Year 22.97 26.14 -3.17 N/A N/A 3-Year 0.07 -2.18 2.25 N/A N/A 5-Year 3.72 2.20 1.52 N/A N/A Last Bull Market ( 28-Feb-09 to 30-Sep-09) 29.90 33.99 -4.09 N/A N/A Last Bear Market ( 31-Aug-08 to 31-Aug-09) -6.11 -9.13 3.02 N/A N/A * Index means [ ] ANNUAL TOTAL RETURN (%) HISTORY   Year MIBLX Category Diff 2009 N/A N/A N/A 2008 -23.14 -28.00 4.86 2007 8.92 5.99 2.93 2006 10.05 11.29 -1.24 2005 6.50 5.13 1.37 2004 8.96 8.86 0.10 2003 18.46 20.35 -1.89 2002 -8.83 -12.02 3.19 2001 N/A -5.05 N/A 2000 N/A 1.82 N/A 1999 N/A 10.71 N/A PAST QUARTERLY RETURNS (%) FOR MIBLX   Q1 Q2 Q3 Q4 2009 -5.72 10.83 12.00 N/A 2008 -5.10 -1.36 -7.51 -11.22 2007 1.89 4.02 2.81 -0.04 2006 3.78 -1.71 3.47 4.27 2005 -1.11 2.19 3.63 1.70 2004 2.68 -0.83 -0.23 7.26 2003 -1.55 8.75 2.29 8.16 2002 -0.17 -4.63 -7.86 3.94 2001 N/A N/A N/A 5.99 2000 N/A N/A N/A N/A 1999 N/A N/A N/A N/A RANK IN CATEGORY (BY TOTAL RETURN)   Period Rank Funds in Category % Rank Year To Date 840 1184 70.95 1-Month 887 1233 71.94 3-Month 823 1229 66.97 6-Month 857 1208 70.94 1-Year 702 1183 59.34 3-Year 99 932 10.62 5-Year 96 784 12.24
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