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BNY Mellon Sm Cp Val C (BOSCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.85-0.19 (-1.05%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-1.26%
5-Year Average Return5.31%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Jun 27, 2024)23.63%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return23.63%
Worst 3-Yr Total Return4.64%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBOSCXCategory
YTD1.86%26.79%
1-Month4.49%-1.77%
3-Month3.27%4.45%
1-Year13.61%71.02%
3-Year-1.14%9.35%
5-Year7.48%12.17%
10-Year6.15%9.95%
Last Bull Market20.00%28.07%
Last Bear Market-13.53%-24.24%

Annual Total Return (%) History

Year
BOSCXCategory
2024
N/AN/A
2023
5.54%N/A
2022
-10.01%N/A
2021
23.63%N/A
2020
2.99%4.02%
2019
23.09%21.43%
2018
-9.42%-15.46%
2017
9.13%8.54%
2016
N/A25.99%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.12%N/AN/AN/A
2023-0.17%1.22%-4.05%8.86%
20220.82%-13.53%-4.69%8.32%
202119.27%1.57%-3.50%5.75%
2020-34.87%17.69%-0.13%34.55%
201911.54%1.72%0.10%8.38%
2018-1.68%8.44%2.38%-17.02%
20171.80%-0.58%3.14%4.54%
201611.58%N/AN/AN/A

Rank In Category (By Total Return)

YTD62
1-Month52
3-Month44
1-Year96
3-Year94
5-Year95

Load Adjusted Returns

1-Year12.61%
3-Year-1.14%
5-Year7.48%
10-Year6.15%