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BNY Mellon Sm Cp Val C (BOSCX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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18.57
-0.18
(-0.96%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
1.64%
5-year average return
6.37%
Number of years up
5
Number of years down
2
Best 1-yr total return (21 May 2024)
23.63%
Worst 1-yr total return (21 May 2024)
N/A
Best 3-yr total return
23.63%
Worst 3-yr total return
4.64%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
BOSCX
Category
YTD
-2.52%
26.79%
1-month
-5.47%
-1.77%
3-month
1.60%
4.45%
1-year
5.16%
71.02%
3-year
-1.90%
9.35%
5-year
4.54%
12.17%
10-year
5.68%
9.95%
Last bull market
20.00%
28.07%
Last bear market
-13.53%
-24.24%
Annual total return (%) history
Year
BOSCX
Category
2024
N/A
N/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/A
25.99%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
3.12%
N/A
N/A
N/A
2023
-0.17%
1.22%
-4.05%
8.86%
2022
0.82%
-13.53%
-4.69%
8.32%
2021
19.27%
1.57%
-3.50%
5.75%
2020
-34.87%
17.69%
-0.13%
34.55%
2019
11.54%
1.72%
0.10%
8.38%
2018
-1.68%
8.44%
2.38%
-17.02%
2017
1.80%
-0.58%
3.14%
4.54%
2016
11.58%
N/A
N/A
N/A
Rank in category (by total return)
YTD
64
1-month
35
3-month
54
1-year
97
3-year
95
5-year
95
Load adjusted returns
1-year
4.16%
3-year
-1.90%
5-year
4.54%
10-year
5.68%
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