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BNY Mellon Opportunistic Small Cap Fund (DOPIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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29.11+0.27 (+0.94%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-3.26%
5-Year Average Return4.38%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (May 2, 2024)24.40%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return24.40%
Worst 3-Yr Total Return1.61%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDOPIXCategory
YTD-6.21%20.19%
1-Month-6.00%0.02%
3-Month-2.12%4.36%
1-Year3.09%60.18%
3-Year-5.01%11.32%
5-Year3.87%13.88%
10-Year5.30%11.19%
Last Bull Market18.16%27.98%
Last Bear Market-17.79%-24.08%

Annual Total Return (%) History

Year
DOPIXCategory
2024
N/AN/A
2023
9.22%N/A
2022
-17.38%N/A
2021
16.25%N/A
2020
19.19%10.99%
2019
21.30%23.75%
2018
-19.28%-12.72%
2017
24.40%12.28%
2016
N/A20.78%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-0.23%N/AN/AN/A
20232.21%4.72%-6.64%9.29%
2022-2.72%-17.79%-3.90%7.51%
202110.60%4.56%-3.04%3.67%
2020-32.82%30.54%7.12%26.89%
201914.22%-1.58%-0.11%8.03%
2018-1.71%7.21%0.88%-24.06%
20177.39%1.93%4.69%8.56%
20169.16%N/AN/AN/A

Rank In Category (By Total Return)

YTD99
1-Month44
3-Month98
1-Year97
3-Year97
5-Year93

Load Adjusted Returns

1-Year3.09%
3-Year-5.01%
5-Year3.87%
10-Year5.30%