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BNY Mellon U.S. Equity Fund (DPUYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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8.760.00 (0.00%)
At close: 06:46PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.93%
5-Year Average Return10.01%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (May 15, 2024)28.33%
Worst 1 Yr Total Return (May 15, 2024)N/A
Best 3-Yr Total Return28.33%
Worst 3-Yr Total Return4.81%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDPUYXCategory
YTD3.87%12.38%
1-Month-5.08%5.09%
3-Month1.54%10.28%
1-Year9.79%41.70%
3-Year3.59%22.56%
5-Year9.03%21.98%
10-Year10.09%15.99%
Last Bull Market25.09%25.99%
Last Bear Market-16.53%-17.29%

Annual Total Return (%) History

Year
DPUYXCategory
2024
N/AN/A
2023
17.87%N/A
2022
-20.98%N/A
2021
24.66%N/A
2020
18.09%35.86%
2019
28.33%31.90%
2018
-1.01%-2.09%
2017
24.87%27.67%
2016
11.96%3.23%
2015
-1.85%3.60%
2014
4.76%10.00%
2013
N/A33.92%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.43%N/AN/AN/A
202310.18%6.19%-7.91%9.40%
2022-9.64%-16.53%-4.91%10.18%
20213.00%9.23%0.25%10.52%
2020-20.06%21.01%6.50%14.62%
201914.24%4.77%0.80%6.37%
2018-0.21%4.29%9.15%-12.86%
20177.42%4.17%4.26%7.03%
20164.05%2.15%3.07%2.20%
20151.52%-2.15%-6.83%6.05%
2014-0.25%2.11%-0.79%3.67%
20137.26%N/AN/AN/A

Rank In Category (By Total Return)

YTD80
1-Month68
3-Month88
1-Year100
3-Year67
5-Year90

Load Adjusted Returns

1-Year9.79%
3-Year3.59%
5-Year9.03%
10-Year10.09%