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BNY Mellon Instl S&P 500 Stk Idx I (DSPIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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56.03+0.56 (+1.01%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.30%
5-year average return13.30%
Number of years up24
Number of years down6
Best 1-yr total return (25 Apr 2024)32.18%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return32.18%
Worst 3-yr total return7.45%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDSPIXCategory
YTD10.49%14.84%
1-month3.20%1.65%
3-month10.49%7.55%
1-year29.63%40.47%
3-year11.26%16.77%
5-year14.82%16.15%
10-year12.74%13.21%
Last bull market39.87%24.09%
Last bear market-16.15%-17.61%

Annual total return (%) history

Year
DSPIXCategory
2024
N/AN/A
2023
26.03%N/A
2022
-18.30%N/A
2021
28.48%N/A
2020
18.18%15.83%
2019
31.29%28.78%
2018
-4.59%-6.27%
2017
21.59%20.44%
2016
11.74%10.37%
2015
1.20%-1.07%
2014
13.45%10.96%
2013
32.18%31.50%
2012
15.79%14.96%
2011
1.97%-1.27%
2010
14.93%14.01%
2009
26.52%28.17%
2008
-37.12%-37.79%
2007
5.33%6.16%
2006
15.55%14.17%
2005
4.75%5.88%
2004
10.63%10.02%
2003
28.40%27.05%
2002
-22.29%-22.25%
2001
-12.09%-13.50%
2000
-9.26%-6.31%
1999
20.62%20.16%
1998
28.38%22.39%
1997
33.02%28.37%
1996
22.76%20.76%
1995
36.82%32.35%
1994
0.83%-0.93%
1993
N/A10.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.49%N/AN/AN/A
20237.42%8.69%-3.32%11.64%
2022-4.64%-16.15%-4.94%7.50%
20216.14%8.51%0.52%10.98%
2020-19.63%20.48%8.89%12.08%
201913.62%4.26%1.64%9.03%
2018-0.80%3.37%7.65%-13.56%
20176.02%3.02%4.45%6.58%
20161.30%2.39%3.78%3.80%
20150.90%0.22%-6.44%6.96%
20141.74%5.18%1.08%4.88%
201310.56%2.87%5.21%10.46%
201212.53%-2.77%6.28%-0.43%
20115.88%0.06%-13.90%11.79%
20105.36%-11.44%11.25%10.72%
2009-10.92%15.95%15.54%6.02%
2008-9.47%-2.75%-8.45%-22.00%
20070.61%6.21%2.04%-3.40%
20064.17%-1.51%5.61%6.64%
2005-2.19%1.36%3.55%2.03%
20041.64%1.68%-1.91%9.13%
2003-3.22%15.35%2.57%12.14%
20020.21%-13.48%-17.29%8.36%
2001-11.92%5.78%-14.71%10.62%
20002.25%-2.71%-1.00%-7.87%
19994.83%6.98%-6.29%14.78%
199813.90%3.22%-9.99%21.32%
19972.58%17.44%7.39%2.82%
19965.39%4.39%3.00%8.34%
19959.57%9.39%7.78%5.91%
1994-3.81%0.13%4.76%-0.08%
19932.61%N/AN/AN/A

Rank in category (by total return)

YTD42
1-month56
3-month42
1-year39
3-year29
5-year30

Load adjusted returns

1-year29.63%
3-year11.26%
5-year14.82%
10-year12.74%