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Bny Mellon Sustainable U.s. Equity Fund, Inc. Class A: (MF: DTCAX)
(NASDAQ Mutual Funds) As of Jul 25, 2024 08:00 PM ET
$18.05 USD
-0.28 (-1.53%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 18.29 | 16 |
| 3 months | 5.33 | 17 |
| 6 months | 18.29 | 16 |
| 1 Year | 27.39 | 22 |
| 3 Year | 8.08 | 27 |
| 5 Year | 14.50 | 26 |
| 10 Year | 11.09 | 39 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 73.61 |
| Bear Market (10/07 - 2/09) | -45.74 |
| Bull Market (2/09 - 3/21) | 720.26 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 20.46 |
| 5 Year | 13.22 |
| 10 Year | 10.47 |
| Since Inception | 5.61 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 12.30 | 5.33 | NA | NA |
| 2023 | 5.94 | 8.41 | -3.97 | 12.15 |
| 2022 | -8.53 | -15.25 | -5.37 | 4.86 |
| 2021 | 4.54 | 7.72 | 1.68 | 10.35 |
| 2020 | -16.22 | 21.81 | 9.13 | 11.35 |
| 2019 | 13.73 | 5.38 | 3.29 | 8.02 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 18.29 | 23.68 | -23.08 | 26.36 | 24.01 | 33.75 | -4.56 | 14.91 | 9.89 | -3.38 | 12.91 |
| % Total Return Rel to Index | 2.98 | -2.56 | -4.88 | -2.31 | 5.61 | 2.26 | -0.17 | -6.88 | -2.03 | -4.77 | -0.73 |
| % Total Return Rel to Peer | 7.62 | 0.68 | -3.38 | 4.30 | 4.09 | 5.32 | 2.29 | -5.76 | 2.08 | -1.78 | 4.70 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 2.00 | 2.00 | 2.00 | 2.00 | 5.00 | 3.00 | 4.00 | 2.00 |
| % Dividends | 0.00 | 0.08 | 0.03 | 0.07 | 0.10 | 0.17 | 0.17 | 0.10 | 0.11 | 0.09 | 0.10 |
| % Yield | 0.00 | 0.49 | 0.24 | 0.36 | 0.59 | 1.25 | 1.59 | 0.71 | 0.81 | 0.64 | 0.62 |
| Capital Gains ($) | 0.00 | 0.44 | 1.67 | 0.72 | 0.39 | 0.15 | 0.30 | 2.89 | 0.54 | 1.69 | 1.76 |
| Expense Ratio | 0.00 | 0.93 | 0.95 | 0.95 | 0.95 | 0.95 | 0.95 | 1.26 | 1.23 | 1.20 | 1.22 |
* 1 = Top 20%, 5 = Bottom 20%