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Bny Mellon Small/mid Cap Growth Fund Class I: (MF: SDSCX)
(NASDAQ Mutual Funds) As of Oct 15, 2024 08:00 PM ET
$27.29 USD
-0.24 (-0.87%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.64 | 98 |
| 3 months | 0.88 | 97 |
| 6 months | -1.88 | 98 |
| 1 Year | 4.48 | 97 |
| 3 Year | -10.64 | 96 |
| 5 Year | 6.17 | 92 |
| 10 Year | 8.96 | 28 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 181.40 |
| Bear Market (10/07 - 2/09) | -47.02 |
| Bull Market (2/09 - 3/21) | 636.32 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 3.94 |
| 5 Year | 5.67 |
| 10 Year | 9.00 |
| Since Inception | 11.93 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 3.00 | -3.80 | NA | NA |
| 2023 | 5.84 | 4.06 | -7.45 | 13.36 |
| 2022 | -11.79 | -26.92 | -2.64 | 6.45 |
| 2021 | -3.52 | 5.56 | -1.69 | -4.26 |
| 2020 | -14.48 | 45.31 | 10.46 | 22.75 |
| 2019 | 24.98 | 4.39 | -6.63 | 14.22 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.64 | 15.55 | -33.19 | -4.14 | 68.50 | 39.14 | -1.57 | 26.49 | 10.80 | -2.17 | 3.91 |
| % Total Return Rel to Index | -20.19 | -10.69 | -14.99 | -32.82 | 50.10 | 7.65 | 2.81 | 4.69 | -1.12 | -3.56 | -9.72 |
| % Total Return Rel to Peer | -11.21 | -0.52 | -13.67 | -23.45 | 49.51 | 13.71 | 9.19 | 10.89 | -5.14 | 2.55 | 1.24 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 5.00 | 5.00 | 1.00 | 1.00 | 1.00 | 1.00 | 4.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 3.13 | 3.09 | 0.00 | 1.57 | 1.80 | 0.38 | 1.03 | 1.81 |
| Expense Ratio | 0.76 | 0.75 | 0.74 | 0.70 | 0.73 | 0.74 | 0.74 | 0.75 | 0.79 | 0.79 | 0.80 |
* 1 = Top 20%, 5 = Bottom 20%