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BNY Mellon Sm/Md Cp Gr A (DBMAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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25.49+0.21 (+0.83%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.70%
5-Year Average Return7.63%
Number of Years Up10
Number of Years Down4
Best 1 Yr Total Return (Mar 26, 2024)68.11%
Worst 1 Yr Total Return (Mar 26, 2024)N/A
Best 3-Yr Total Return68.11%
Worst 3-Yr Total Return-9.76%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDBMAXCategory
YTD1.25%10.80%
1-Month4.36%4.43%
3-Month12.44%7.00%
1-Year9.17%48.17%
3-Year-10.42%21.26%
5-Year7.06%20.18%
10-Year8.96%14.07%
Last Bull Market26.46%27.14%
Last Bear Market-26.98%-21.26%

Annual Total Return (%) History

Year
DBMAXCategory
2023
15.23%N/A
2022
-33.31%N/A
2021
-4.36%N/A
2020
68.11%39.26%
2019
38.81%32.52%
2018
-1.78%-6.65%
2017
26.09%23.91%
2016
10.52%6.03%
2015
-2.39%-0.95%
2014
3.65%7.00%
2013
40.27%34.93%
2012
14.38%14.07%
2011
5.41%-3.96%
2010
21.88%24.61%
2009
N/A39.11%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20235.76%3.99%-7.51%13.28%
2022-11.86%-26.98%-2.65%6.42%
2021-3.58%5.50%-1.75%-4.31%
2020-14.50%45.19%10.41%22.65%
201924.91%4.34%-6.73%14.18%
20187.45%8.30%8.21%-22.00%
20177.61%5.22%5.97%5.09%
2016-0.33%4.52%4.39%1.63%
20156.58%2.19%-13.07%3.09%
20140.34%1.28%-3.02%5.18%
201311.30%4.26%12.81%7.14%
201215.07%-3.77%5.05%-1.67%
20119.73%1.50%-16.83%13.79%
20107.15%-10.09%10.95%14.03%
200913.20%16.60%3.33%N/A

Rank In Category (By Total Return)

YTD93
1-Month91
3-Month80
1-Year94
3-Year95
5-Year90

Load Adjusted Returns

1-Year2.89%
3-Year-12.18%
5-Year5.80%
10-Year8.32%