BNY Mellon Small/Mid Cap Growth Fund Class Y (DBMYX)

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The chart shows the growth of an initial investment of $10,000 in BNY Mellon Small/Mid Cap Growth Fund Class Y, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

BNY Mellon Small/Mid Cap Growth Fund Class Y (DBMYX) has returned -8.30% so far this year and 12.85% over the past 12 months. Over the last ten years, DBMYX has returned 10.49% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jan 2, 2014, DBMYX's average daily return is +0.04%, while the average monthly return is +0.88%. At this rate, your investment would double in approximately 6.6 years.

Historically, 61% of months were positive and 39% were negative. The best month was Apr 2020 with a return of +18.5%, while the worst month was Oct 2018 at -15.1%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 4 months.

On a daily basis, DBMYX closed higher 54% of trading days. The best single day was Mar 24, 2020 with a return of +9.9%, while the worst single day was Mar 16, 2020 at -12.9%.

BNY Mellon Small/Mid Cap Growth Fund Class Y has an annualized alpha of -1.82%, beta of 1.11, and R² of 0.70 versus S&P 500 Index. Calculated based on daily prices since January 03, 2014.

• This fund participated in 117.33% of S&P 500 Index downside but only 108.28% of its upside — more exposed to losses than it benefited from rallies.
• With beta of 1.11 and R² of 0.70, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

DBMYX has an expense ratio of 0.63%, placing it in the medium range.

DBMYX ranks 18 for risk / return — in the bottom 18% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for BNY Mellon Small/Mid Cap Growth Fund Class Y (DBMYX) and compare them to a chosen benchmark (S&P 500 Index).

BNY Mellon Small/Mid Cap Growth Fund Class Y provided a 55.82% dividend yield over the last twelve months, with an annual payout of $11.16 per share.

The table displays the monthly dividend distributions for BNY Mellon Small/Mid Cap Growth Fund Class Y. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the BNY Mellon Small/Mid Cap Growth Fund Class Y. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the BNY Mellon Small/Mid Cap Growth Fund Class Y was 48.24%, occurring on Jun 16, 2022. The portfolio has not yet recovered.

The current BNY Mellon Small/Mid Cap Growth Fund Class Y drawdown is 26.11%.

The chart below shows the rolling one-month volatility.