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BNY Mellon Sm/Md Cp Gr A (DBMAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.23+0.10 (+0.41%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.38%
5-year average return5.40%
Number of years up10
Number of years down4
Best 1-yr total return (23 Apr 2024)68.11%
Worst 1-yr total return (23 Apr 2024)N/A
Best 3-yr total return68.11%
Worst 3-yr total return-9.76%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDBMAXCategory
YTD2.94%10.80%
1-month1.67%4.43%
3-month2.94%7.00%
1-year12.16%48.17%
3-year-7.77%21.26%
5-year7.16%20.18%
10-year9.31%14.07%
Last bull market26.46%27.14%
Last bear market-26.98%-21.26%

Annual total return (%) history

Year
DBMAXCategory
2024
N/AN/A
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
20242.94%N/AN/AN/A
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)

YTD94
1-month85
3-month94
1-year95
3-year94
5-year91

Load adjusted returns

1-year5.71%
3-year-9.57%
5-year5.90%
10-year8.67%