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BNY Mellon Opportunistic Small Cap Fund (DSCVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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29.66+0.22 (+0.75%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.04%
5-year average return5.70%
Number of years up22
Number of years down8
Best 1-yr total return (26 Mar 2024)64.33%
Worst 1-yr total return (26 Mar 2024)N/A
Best 3-yr total return64.33%
Worst 3-yr total return1.42%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDSCVXCategory
YTD-3.09%20.19%
1-month1.16%0.02%
3-month6.60%4.36%
1-year-3.04%60.18%
3-year-3.03%11.32%
5-year4.45%13.88%
10-year5.16%11.19%
Last bull market45.67%27.98%
Last bear market-17.82%-24.08%

Annual total return (%) history

Year
DSCVXCategory
2023
9.01%N/A
2022
-17.51%N/A
2021
16.02%N/A
2020
18.98%10.99%
2019
21.11%23.75%
2018
-19.50%-12.72%
2017
24.18%12.28%
2016
16.48%20.78%
2015
-2.71%-5.38%
2014
1.01%3.79%
2013
47.79%37.39%
2012
20.73%15.46%
2011
-14.35%-4.07%
2010
32.35%25.61%
2009
64.33%31.80%
2008
-31.91%-36.56%
2007
4.91%-1.10%
2006
5.04%15.03%
2005
7.16%6.75%
2004
12.72%18.94%
2003
86.58%43.41%
2002
-41.25%-16.22%
2001
28.60%8.92%
2000
5.40%11.89%
1999
21.26%19.95%
1998
-6.26%-3.03%
1997
25.96%26.36%
1996
34.15%21.50%
1995
36.11%27.21%
1994
-1.51%-1.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20232.17%4.67%-6.69%9.25%
2022-2.78%-17.82%-3.94%7.48%
202110.55%4.54%-3.11%3.62%
2020-32.83%30.45%7.08%26.81%
201914.19%-1.63%-0.15%8.00%
2018-1.77%7.15%0.80%-24.13%
20177.33%1.85%4.67%8.52%
2016-4.25%0.91%10.50%9.10%
20152.45%7.22%-15.23%4.48%
20140.95%1.63%-9.60%8.92%
201313.27%6.24%11.81%9.83%
201218.09%-7.86%7.20%3.51%
20117.03%-4.12%-30.21%19.59%
201010.66%-11.47%11.41%21.26%
2009-1.56%28.46%24.85%4.09%
2008-9.68%0.26%-6.62%-19.48%
20073.42%9.36%-3.93%-3.45%
20065.20%-10.88%-0.17%12.22%
2005-7.43%3.11%9.54%2.49%
20045.39%-4.08%-6.59%19.37%
2003-6.96%39.67%16.44%23.31%
20022.69%-21.96%-36.65%15.72%
200115.39%14.68%-31.09%41.02%
200011.01%-3.45%1.00%-2.62%
1999-8.10%29.42%-6.05%8.51%
199811.01%-6.93%-27.19%24.61%
19972.23%14.01%14.35%-5.49%
19966.56%9.43%3.77%10.86%
19956.52%7.36%10.71%7.51%
19940.64%-2.72%3.13%-2.45%

Rank in category (by total return)

YTD97
1-month98
3-month99
1-year98
3-year98
5-year93

Load adjusted returns

1-year-3.04%
3-year-3.03%
5-year4.45%
10-year5.16%