Nasdaq - Delayed Quote USD
BNY Mellon Sm/Md Cp Gr Y (DBMYX)
At close: 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 small-cap and mid-cap U.S. companies. The adviser 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 Midcap? Index.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 68.57% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 6 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 2.89% |
| 5y Average Return | 7.58% |
| Rank in Category (ytd) | 95 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.18 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| DBMYX | Category Average | DBMYX | Category Average | DBMYX | Category Average | |
| Alpha | -20.94 | 0.01 | -8.04 | 0.01 | -4.1 | -0.02 |
| BETA | 1.18 | 0.01 | 1.15 | 0.01 | 1.16 | 0.01 |
| Mean Annual Return | -0.54 | 0.02 | 0.88 | 0.02 | 0.96 | 0.01 |
| R-squared | 78.19 | 0.82 | 70.5 | 0.79 | 70.44 | 0.8 |
| Standard Deviation | 23.36 | 0.23 | 24.7 | 0.19 | 20.95 | 0.17 |
| Sharpe Ratio | -0.45 | 0.01 | 0.33 | 0.01 | 0.47 | 0.01 |
| Treynor Ratio | -10.8 | 0.18 | 4.71 | 0.17 | 6.96 | 0.12 |
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