Nasdaq - Delayed Quote USD

BNY Mellon U.S. Equity Fund (DPUAX)

8.43 +0.08 (+0.96%)
At close: April 26 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.11%
5y Average Return 8.87%
Number of Years Up 12
Number of Years Down 3
Best 1Y Total Return (Apr 26, 2024) 30.76%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 30.76%
Worst 3Y Total Return 4.41%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DPUAX
Category
YTD
9.48%
12.38%
1-Month
2.93%
5.09%
3-Month
9.48%
10.28%
1-Year
16.81%
41.70%
3-Year
6.92%
22.56%
5-Year
10.65%
21.98%
10-Year
10.30%
15.99%
Last Bull Market
40.15%
25.99%
Last Bear Market
-16.61%
-17.29%

Annual Total Return (%) History

Year
DPUAX
Category
2024
--
--
2023
17.43%
--
2022
-21.23%
--
2021
24.21%
--
2020
17.71%
35.86%
2019
27.87%
31.90%
2018
-1.34%
-2.09%
2017
24.47%
27.67%

2016
11.53%
3.23%
2015
-2.19%
3.60%
2014
4.33%
10.00%
2013
28.82%
33.92%
2012
10.51%
15.34%
2011
5.36%
-2.46%
2010
12.87%
15.53%
2009
30.76%
35.68%
2008
--
-40.67%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.48% -- -- --
2023 10.05% 6.09% -7.96% 9.27%
2022 -9.74% -16.61% -4.96% 10.11%
2021 2.88% 9.14% 0.18% 10.41%
2020 -20.14% 20.95% 6.43% 14.51%
2019 14.13% 4.67% 0.70% 6.29%
2018 -0.26% 4.20% 9.02% -12.92%
2017 7.38% 4.07% 4.17% 6.92%
2016 3.93% 2.10% 2.96% 2.08%
2015 1.42% -2.20% -6.96% 5.99%

2014 -0.70% 2.33% -0.89% 3.60%
2013 8.43% 2.49% 8.11% 7.22%
2012 9.75% -6.44% 5.02% 2.48%
2011 5.06% 2.48% -13.20% 12.74%
2010 4.60% -10.15% 7.92% 11.29%
2009 -5.79% 12.63% 13.99% 8.10%
2008 -4.93% -19.25% -- --

Rank in Category (By Total Return)

YTD 77
1-Month 20
3-Month 77
1-Year 99
3-Year 70
5-Year 93

Load Adjusted Returns

1-Year 10.10%
3-Year 4.83%
5-Year 9.35%
10-Year 9.64%

Performance & Risk

YTD Return 5.11%
5y Average Return 8.87%
Rank in Category (ytd) 77
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.05
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family BNY Mellon
Net Assets 44.18M
YTD Return 9.48%
Yield 0.07%
Morningstar Rating
Inception Date May 30, 2008

Fund Summary

To pursue its goal, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies located in the United States. It may invest in the securities of companies of any market capitalization. The fund's sub-investment adviser, Walter Scott & Partners Limited (Walter Scott), seeks investment opportunities in companies with fundamental strengths that indicatethe potential for sustainable long-term growth, thereby benefitting from the power of compounding.

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