Nasdaq - Delayed Quote • USD
BNY Mellon Sm/Md Cp Gr Y (DBMYX)
At close: 8:00 PM EDT
Performance Overview
Morningstar Return Rating | -- |
YTD Return | -2.70% |
5y Average Return | 5.67% |
Number of Years Up | 6 |
Number of Years Down | 4 |
Best 1Y Total Return (Apr 25, 2024) | 68.57% |
Worst 1Y Total Return (Apr 25, 2024) | -- |
Best 3Y Total Return | 68.57% |
Worst 3Y Total Return | -9.46% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
DBMYX
Category
- YTD
- 3.00%
- 10.80%
- 1-Month
- 1.71%
- 4.43%
- 3-Month
- 3.00%
- 7.00%
- 1-Year
- 12.51%
- 48.17%
- 3-Year
- -7.47%
- 21.26%
- 5-Year
- 7.50%
- 20.18%
- 10-Year
- 9.68%
- 14.07%
- Last Bull Market
- 26.77%
- 27.14%
- Last Bear Market
- -26.90%
- -21.26%
Annual Total Return (%) History
Year
DBMYX
Category
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 3.00% | -- | -- | -- |
2023 | 5.86% | 4.10% | -7.49% | 13.42% |
2022 | -11.79% | -26.90% | -2.61% | 6.52% |
2021 | -3.52% | 5.62% | -1.67% | -4.25% |
2020 | -14.46% | 45.28% | 10.52% | 22.73% |
2019 | 24.99% | 4.41% | -6.64% | 14.31% |
2018 | 7.47% | 8.46% | 8.28% | -21.93% |
2017 | 7.73% | 5.33% | 6.04% | 5.21% |
2016 | -0.25% | 4.65% | 4.45% | 1.76% |
2015 | 6.67% | 2.25% | -12.99% | 3.21% |
2014 | 0.44% | 1.31% | -2.97% | 5.31% |
2013 | 7.26% | -- | -- | -- |
Rank in Category (By Total Return)
YTD | 93 |
1-Month | 84 |
3-Month | 93 |
1-Year | 94 |
3-Year | 93 |
5-Year | 89 |
Load Adjusted Returns
1-Year | 12.51% |
3-Year | -7.47% |
5-Year | 7.50% |
10-Year | 9.68% |
Performance & Risk
YTD Return | -2.70% |
5y Average Return | 5.67% |
Rank in Category (ytd) | 93 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 1.17 |
Morningstar Risk Rating |
Fund Overview
Category | Mid-Cap Growth |
Fund Family | BNY Mellon |
Net Assets | 2.07B |
YTD Return | 3.00% |
Yield | 0.00% |
Morningstar Rating | |
Inception Date | Mar 31, 2009 |
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 small-cap and mid-cap U.S. companies. The adviser currently considers small-cap and mid-cap companies to be those companies with total market capitalizations that are equal to or less than the total market capitalization of the largest company included in the Russell 2500™ Growth Index (the index), the fund's benchmark index.
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