Nasdaq - Delayed Quote USD

BNY Mellon Sm/Md Cp Gr Y (DBMYX)

25.91 -0.11 (-0.42%)
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
2024
--
--
2023
15.63%
--
2022
-33.11%
--
2021
-4.05%
--
2020
68.57%
39.26%
2019
39.27%
32.52%
2018
-1.46%
-6.65%
2017
26.59%
23.91%

2016
10.95%
6.03%
2015
-2.05%
-0.95%
2014
3.98%
7.00%
2013
--
34.93%

Past Quarterly Returns

YearQ1Q2Q3Q4
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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