Nasdaq - Delayed Quote • USD
BNY Mellon Income Stock M (MPISX)
At close: 8:01 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 5.58% |
| 5y Average Return | 11.55% |
| Number of Years Up | 18 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Apr 26, 2024) | 34.24% |
| Worst 1Y Total Return (Apr 26, 2024) | -- |
| Best 3Y Total Return | 34.24% |
| Worst 3Y Total Return | 4.90% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MPISX
Category
- YTD
- 8.77%
- 17.52%
- 1-Month
- 5.46%
- -0.87%
- 3-Month
- 8.77%
- 5.51%
- 1-Year
- 19.92%
- 42.88%
- 3-Year
- 13.06%
- 11.93%
- 5-Year
- 13.23%
- 12.07%
- 10-Year
- 10.66%
- 10.95%
- Last Bull Market
- 49.09%
- 23.18%
- Last Bear Market
- -9.08%
- -17.87%
Annual Total Return (%) History
Year
MPISX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 8.77% | -- | -- | -- |
| 2023 | -0.30% | 2.74% | 0.69% | 6.58% |
| 2022 | 4.75% | -9.08% | -4.62% | 14.92% |
| 2021 | 12.88% | 5.80% | 0.10% | 9.35% |
| 2020 | -33.20% | 17.72% | 3.20% | 20.85% |
| 2019 | 10.39% | 5.18% | 3.27% | 7.12% |
| 2018 | -2.73% | 2.71% | 5.48% | -13.03% |
| 2017 | 3.67% | 1.14% | 2.95% | 6.61% |
| 2016 | 1.41% | 3.80% | 3.79% | 7.13% |
| 2015 | 2.66% | -0.53% | -7.99% | 7.13% |
| 2014 | 2.56% | 5.25% | 0.04% | 2.46% |
| 2013 | 11.15% | 4.18% | 4.54% | 10.90% |
| 2012 | 8.43% | -2.59% | 6.59% | 2.03% |
| 2011 | 6.55% | 0.36% | -14.08% | 12.77% |
| 2010 | 6.03% | -11.94% | 10.39% | 10.86% |
| 2009 | -14.41% | 17.95% | 16.11% | 5.00% |
| 2008 | -7.70% | -5.60% | -8.39% | -19.85% |
| 2007 | 1.28% | 5.37% | 1.24% | -4.13% |
| 2006 | 4.29% | -0.25% | 4.69% | 6.36% |
| 2005 | 1.28% | 1.35% | 4.24% | 1.12% |
| 2004 | 3.57% | -0.71% | 0.81% | 8.96% |
| 2003 | -2.58% | 12.11% | 1.54% | 12.58% |
| 2002 | 0.99% | -11.33% | -15.99% | 6.03% |
| 2001 | -10.29% | 4.43% | -10.78% | 8.04% |
Rank in Category (By Total Return)
| YTD | 51 |
| 1-Month | 31 |
| 3-Month | 51 |
| 1-Year | 57 |
| 3-Year | 3 |
| 5-Year | 14 |
Load Adjusted Returns
| 1-Year | 19.92% |
| 3-Year | 13.06% |
| 5-Year | 13.23% |
| 10-Year | 10.66% |
Performance & Risk
| YTD Return | 5.58% |
| 5y Average Return | 11.55% |
| Rank in Category (ytd) | 51 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.73 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Value |
| Fund Family | BNY Mellon Funds |
| Net Assets | 255.5M |
| YTD Return | 8.77% |
| Yield | 1.92% |
| Morningstar Rating | |
| Inception Date | May 31, 2016 |
Fund Summary
The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in stocks. The adviser focuses on dividend-paying stocks and other investments and investment techniques that provide income. The adviser emphasizes those stocks with value characteristics, although The adviser may also purchase growth stocks. It may invest in the stocks of companies of any market capitalization, although it focuses on large-cap companies.
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