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BNY Mellon Sm Cp Val I (STSVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.49+0.12 (+0.62%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.66%
5-year average return6.18%
Number of years up16
Number of years down7
Best 1-yr total return (25 Apr 2024)36.18%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return36.18%
Worst 3-yr total return5.85%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSTSVXCategory
YTD3.47%26.79%
1-month4.64%-1.77%
3-month3.47%4.45%
1-year10.39%71.02%
3-year1.70%9.35%
5-year7.87%12.17%
10-year6.97%9.95%
Last bull market54.24%28.07%
Last bear market-13.30%-24.24%

Annual total return (%) history

Year
STSVXCategory
2024
N/AN/A
2023
6.85%N/A
2022
-8.98%N/A
2021
25.03%N/A
2020
4.21%4.02%
2019
24.51%21.43%
2018
-8.37%-15.46%
2017
10.53%8.54%
2016
25.85%25.99%
2015
-6.05%-6.71%
2014
2.27%3.34%
2013
36.18%36.22%
2012
18.46%16.00%
2011
-1.92%-4.45%
2010
19.44%26.17%
2009
31.78%31.32%
2008
-32.04%-32.24%
2007
-5.17%-6.08%
2006
22.00%16.27%
2005
7.34%6.40%
2004
27.92%21.14%
2003
46.12%42.38%
2002
-10.88%-10.12%
2001
20.60%15.92%
2000
N/A18.64%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.47%N/AN/AN/A
20230.16%1.50%-3.73%9.18%
20221.12%-13.30%-4.39%8.58%
202119.61%1.87%-3.20%6.01%
2020-34.69%18.09%0.13%34.97%
201911.77%2.03%0.40%8.75%
2018-1.39%8.74%2.67%-16.77%
20172.09%-0.20%3.48%4.84%
20163.64%2.20%6.18%11.91%
20151.45%0.41%-10.52%3.07%
20141.89%0.96%-7.48%7.46%
201311.68%2.19%9.60%8.87%
201212.32%-3.76%5.51%3.87%
20117.51%-4.32%-20.60%20.08%
20109.09%-10.32%8.55%12.47%
2009-11.18%16.93%21.10%4.78%
2008-7.78%-5.59%4.25%-25.13%
20072.65%4.31%-4.96%-6.81%
200611.72%-1.05%0.98%9.30%
2005-4.20%6.02%4.88%0.77%
20048.15%3.18%0.64%13.91%
2003-6.28%22.52%9.93%15.75%
200210.69%-3.40%-18.85%2.71%
2001-2.57%16.35%-12.38%21.42%
20000.84%6.78%3.82%N/A

Rank in category (by total return)

YTD67
1-month58
3-month67
1-year94
3-year94
5-year85

Load adjusted returns

1-year10.39%
3-year1.70%
5-year7.87%
10-year6.97%