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Bny Mellon Sustainable U.s. Equity Fund, Inc. Class I: (MF: DRTCX)
(NASDAQ Mutual Funds) As of Aug 12, 2024 08:00 PM ET
$18.51 USD
+0.03 (0.16%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 17.46 | 19 |
| 3 months | 7.94 | 49 |
| 6 months | 14.91 | 17 |
| 1 Year | 24.03 | 19 |
| 3 Year | 6.62 | 45 |
| 5 Year | 14.17 | 27 |
| 10 Year | 11.41 | 39 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 76.20 |
| Bear Market (10/07 - 2/09) | -45.36 |
| Bull Market (2/09 - 3/21) | 753.94 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 27.74 |
| 5 Year | 14.78 |
| 10 Year | 11.39 |
| Since Inception | 6.19 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 12.28 | 5.44 | NA | NA |
| 2023 | 5.98 | 8.43 | -3.92 | 12.29 |
| 2022 | -8.45 | -15.21 | -5.28 | 4.96 |
| 2021 | 4.67 | 7.75 | 1.74 | 10.39 |
| 2020 | -16.18 | 21.87 | 9.19 | 11.39 |
| 2019 | 13.79 | 5.50 | 3.37 | 8.12 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 17.46 | 23.98 | -22.83 | 26.68 | 24.23 | 34.19 | -4.32 | 15.22 | 10.24 | -3.10 | 13.24 |
| % Total Return Rel to Index | 0.75 | -2.25 | -4.62 | -2.00 | 5.83 | 2.70 | 0.06 | -6.57 | -1.69 | -4.49 | -0.39 |
| % Total Return Rel to Peer | 4.79 | 0.99 | -3.13 | 4.62 | 4.32 | 5.76 | 2.53 | -5.45 | 2.42 | -1.50 | 5.04 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 2.00 | 2.00 | 2.00 | 2.00 | 4.00 | 2.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.12 | 0.09 | 0.11 | 0.13 | 0.21 | 0.20 | 0.14 | 0.15 | 0.14 | 0.14 |
| % Yield | 0.00 | 0.68 | 0.58 | 0.54 | 0.75 | 1.49 | 1.79 | 0.98 | 1.09 | 0.99 | 0.86 |
| Capital Gains ($) | 0.00 | 0.44 | 1.67 | 0.72 | 0.39 | 0.15 | 0.30 | 2.89 | 0.54 | 1.69 | 1.76 |
| Expense Ratio | 0.69 | 0.70 | 0.70 | 0.70 | 0.70 | 0.70 | 0.70 | 0.93 | 0.91 | 0.90 | 0.91 |
* 1 = Top 20%, 5 = Bottom 20%