Nasdaq - Delayed Quote USD

BNY Mellon Core Plus Fund Y (DCPYX)

8.92 +0.03 (+0.34%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.99%
5y Average Return 0.90%
Number of Years Up 8
Number of Years Down 5
Best 1Y Total Return (Apr 25, 2024) 11.17%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 11.17%
Worst 3Y Total Return -2.67%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DCPYX
Category
YTD
-0.24%
-0.61%
1-Month
1.04%
0.77%
3-Month
-0.24%
1.99%
1-Year
3.43%
3.06%
3-Year
-1.79%
5.69%
5-Year
1.51%
3.75%
10-Year
2.48%
3.84%
Last Bull Market
3.32%
4.61%
Last Bear Market
-6.47%
1.87%

Annual Total Return (%) History

Year
DCPYX
Category
2024
--
--
2023
7.21%
--
2022
-13.43%
--
2021
-0.65%
--
2020
9.79%
8.06%
2019
11.17%
8.94%
2018
-0.79%
-0.61%
2017
5.10%
4.27%

2016
4.87%
3.86%
2015
-0.42%
-0.45%
2014
7.27%
5.42%
2013
-1.32%
-0.90%
2012
8.47%
7.76%
2011
5.70%
6.27%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.24% -- -- --
2023 3.41% -0.55% -2.98% 7.45%
2022 -5.82% -6.47% -4.03% 2.40%
2021 -2.89% 2.32% 0.24% -0.24%
2020 -1.60% 6.96% 1.62% 2.64%
2019 4.16% 3.52% 2.46% 0.63%
2018 -1.40% -0.39% 0.52% 0.50%
2017 1.28% 1.85% 1.16% 0.71%
2016 2.48% 3.06% 1.56% -2.23%
2015 1.53% -1.62% 0.05% -0.36%

2014 2.71% 2.87% -0.02% 1.55%
2013 0.68% -3.14% 0.10% 1.08%
2012 2.24% 1.70% 2.74% 1.53%
2011 0.85% 1.99% 1.07% 1.68%

Rank in Category (By Total Return)

YTD 47
1-Month 32
3-Month 47
1-Year 32
3-Year 26
5-Year 13

Load Adjusted Returns

1-Year 3.43%
3-Year -1.79%
5-Year 1.51%
10-Year 2.48%

Performance & Risk

YTD Return -2.99%
5y Average Return 0.90%
Rank in Category (ytd) 47
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family BNY Mellon
Net Assets 1.85B
YTD Return -0.24%
Yield 4.09%
Morningstar Rating
Inception Date Feb 02, 2018

Fund Summary

To pursue its goal, the fund normally invests in a diversified portfolio of fixed-income securities of U.S. and foreign issuers. It normally invests primarily in fixed-income securities rated, at the time of purchase, investment grade (i.e., Baa3/BBB- or higher) or the unrated equivalent as determined by the fund's sub-adviser. The fund, however, may invest up to 25% of its net assets in fixed-income securities rated, at the time of purchase, below investment grade ("high yield" or "junk" bonds) or the unrated equivalent as determined by the fund's sub-adviser.

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