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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 30.76%
Worst 1Y Total Return --
Number of Years Up 12
Number of Years Down 3

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

Risk Statistics

3 Years5 Years10 Years
DPUAXCategory AverageDPUAXCategory AverageDPUAXCategory Average
Alpha -4.44 0.03 -3.97 0.04 -2.29 0.01
BETA 1.05 0.01 1.01 0.01 1 0.01
Mean Annual Return 0.71 0.02 1 0.02 0.92 0.01
R-squared 93.18 0.89 94.09 0.87 93.65 0.87
Standard Deviation 19.18 0.2 19.17 0.16 15.59 0.15
Sharpe Ratio 0.29 0.01 0.51 0.01 0.62 0.01
Treynor Ratio 3.76 0.21 8.38 0.21 8.86 0.15

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