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BNY Mellon Large Cap Securities Fund (DREVX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US05588K1043

CUSIP

05588K104

Inception Date

May 24, 1951

Min. Investment

$2,500

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

DREVX has an expense ratio of 0.70%, placing it in the medium range.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

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


1,200.00%1,400.00%1,600.00%1,800.00%2,000.00%2,200.00%2,400.00%2,600.00%December2025FebruaryMarchAprilMay
1,503.43%
2,316.05%
DREVX (BNY Mellon Large Cap Securities Fund)
Benchmark (^GSPC)

Returns By Period

BNY Mellon Large Cap Securities Fund (DREVX) returned -7.60% year-to-date (YTD) and 3.30% over the past 12 months. Over the past 10 years, DREVX delivered an annualized return of 12.50%, outperforming the S&P 500 benchmark at 10.43%.


DREVX

YTD

-7.60%

1M

15.96%

6M

-9.94%

1Y

3.30%

5Y*

16.01%

10Y*

12.50%

^GSPC (Benchmark)

YTD

-3.70%

1M

13.67%

6M

-5.18%

1Y

9.18%

5Y*

14.14%

10Y*

10.43%

*Annualized

Monthly Returns

The table below presents the monthly returns of DREVX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.78%-3.29%-10.87%-0.29%3.59%-7.60%
20242.94%7.39%4.15%-3.93%4.81%3.91%-1.65%2.51%2.55%-0.30%5.89%-3.17%27.34%
20236.04%-1.59%3.80%1.62%1.67%6.73%3.33%0.06%-4.32%-1.75%8.58%3.97%31.07%
2022-7.19%-0.84%4.90%-10.87%-0.35%-8.71%10.74%-3.95%-9.48%9.17%5.26%-6.01%-18.60%
2021-1.83%2.35%2.12%6.44%0.32%3.75%1.90%3.73%-5.05%7.39%0.23%3.57%27.17%
20201.21%-7.55%-10.98%13.35%6.45%2.50%6.71%8.28%-3.77%-1.28%7.70%3.88%26.52%
20196.78%3.85%1.74%3.27%-5.00%6.15%0.83%-2.22%1.20%2.08%3.51%2.61%27.09%
20186.06%-3.59%-2.97%1.06%2.97%0.05%3.90%4.17%1.30%-6.98%2.34%-8.43%-1.29%
20173.23%3.03%-0.66%1.12%1.47%-0.07%2.10%0.36%1.48%2.55%2.83%1.13%20.12%
2016-5.62%-1.29%6.03%1.62%1.78%-0.48%3.52%-0.27%-0.58%-1.36%2.84%1.28%7.22%
2015-3.87%6.80%-0.97%-0.17%1.88%-1.61%2.99%-5.48%-3.30%8.28%0.76%-2.23%2.17%
2014-2.44%4.48%-0.67%-1.52%2.57%2.51%-1.55%4.22%-1.44%1.94%1.27%0.02%9.48%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of DREVX is 30, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of DREVX is 3030
Overall Rank
The Sharpe Ratio Rank of DREVX is 2929
Sharpe Ratio Rank
The Sortino Ratio Rank of DREVX is 3232
Sortino Ratio Rank
The Omega Ratio Rank of DREVX is 3131
Omega Ratio Rank
The Calmar Ratio Rank of DREVX is 3131
Calmar Ratio Rank
The Martin Ratio Rank of DREVX is 2929
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for BNY Mellon Large Cap Securities Fund (DREVX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

BNY Mellon Large Cap Securities Fund Sharpe ratios as of May 9, 2025 (values are recalculated daily):

  • 1-Year: 0.15
  • 5-Year: 0.82
  • 10-Year: 0.65
  • All Time: 0.40

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of BNY Mellon Large Cap Securities Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
0.15
0.48
DREVX (BNY Mellon Large Cap Securities Fund)
Benchmark (^GSPC)

Dividends

Dividend History

BNY Mellon Large Cap Securities Fund provided a 8.70% dividend yield over the last twelve months, with an annual payout of $1.53 per share. The fund has been increasing its distributions for 2 consecutive years.


4.00%6.00%8.00%10.00%12.00%$0.00$0.50$1.00$1.50$2.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$1.53$1.69$0.84$0.50$1.91$0.93$0.84$0.94$1.05$0.92$1.20$1.38

Dividend yield

8.70%8.89%5.12%3.80%11.43%6.28%6.74%9.01%9.11%8.71%11.24%11.88%

Monthly Dividends

The table displays the monthly dividend distributions for BNY Mellon Large Cap Securities Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.01$0.00$0.00$0.01
2024$0.00$0.00$0.18$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.00$1.49$1.69
2023$0.00$0.00$0.02$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.00$0.79$0.84
2022$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.00$0.02$0.00$0.00$0.45$0.50
2021$0.00$0.00$0.37$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.00$1.52$1.91
2020$0.00$0.00$0.09$0.00$0.00$0.02$0.00$0.00$0.02$0.00$0.00$0.79$0.93
2019$0.00$0.00$0.20$0.00$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.57$0.84
2018$0.00$0.00$0.12$0.00$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.77$0.94
2017$0.00$0.00$0.41$0.00$0.00$0.03$0.00$0.00$0.02$0.00$0.00$0.60$1.05
2016$0.00$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.84$0.92
2015$0.00$0.00$0.12$0.00$0.00$0.02$0.00$0.00$0.02$0.00$0.00$1.04$1.20
2014$0.18$0.00$0.00$0.02$0.00$0.00$0.02$0.00$0.00$1.17$1.38

Drawdowns

Drawdowns Chart

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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-13.33%
-7.82%
DREVX (BNY Mellon Large Cap Securities Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the BNY Mellon Large Cap Securities Fund. 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 Large Cap Securities Fund was 54.68%, occurring on Mar 9, 2009. Recovery took 887 trading sessions.

The current BNY Mellon Large Cap Securities Fund drawdown is 13.33%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-54.68%Oct 11, 2007353Mar 9, 2009887Sep 13, 20121240
-48.45%Mar 28, 2000633Oct 9, 20021140Apr 25, 20071773
-32.25%Feb 20, 202023Mar 23, 202076Jul 10, 202099
-30.92%Aug 26, 1987106Jan 20, 1988991Nov 7, 19911097
-25.3%Dec 28, 2021192Sep 30, 2022231Sep 1, 2023423

Volatility

Volatility Chart

The current BNY Mellon Large Cap Securities Fund volatility is 12.05%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%December2025FebruaryMarchAprilMay
12.05%
11.21%
DREVX (BNY Mellon Large Cap Securities Fund)
Benchmark (^GSPC)