BNY Mellon Opportunistic Small Cap Fund (DSCVX)
To pursue its goal, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in the stocks of small cap companies. The adviser currently considers small cap companies to be those companies with market capitalizations that fall within the range of companies in the Russell 2000 Index, the fund's benchmark index.
Fund Info
US05587N6388
05587N638
Dec 29, 1993
$2,500
Small-Cap
Blend
Expense Ratio
DSCVX has a high expense ratio of 1.11%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in BNY Mellon Opportunistic Small Cap Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
BNY Mellon Opportunistic Small Cap Fund had a return of 5.02% year-to-date (YTD) and 10.82% in the last 12 months. Over the past 10 years, BNY Mellon Opportunistic Small Cap Fund had an annualized return of 0.57%, while the S&P 500 had an annualized return of 11.26%, indicating that BNY Mellon Opportunistic Small Cap Fund did not perform as well as the benchmark.
DSCVX
5.02%
1.58%
3.22%
10.82%
2.59%
0.57%
^GSPC (Benchmark)
3.96%
1.97%
9.03%
22.16%
12.60%
11.26%
Monthly Returns
The table below presents the monthly returns of DSCVX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.76% | 5.02% | |||||||||||
| 2024 | -4.20% | 1.16% | 2.88% | -6.00% | 7.53% | -0.23% | 6.75% | 0.22% | 0.69% | -2.95% | 7.80% | -8.50% | 3.68% |
| 2023 | 12.10% | -2.80% | -6.23% | -2.79% | -1.16% | 8.94% | 5.20% | -4.85% | -6.78% | -7.71% | 7.61% | 8.86% | 7.88% |
| 2022 | -7.13% | 1.88% | 2.75% | -10.31% | 0.79% | -9.09% | 10.07% | -2.87% | -10.16% | 10.90% | 2.56% | -9.15% | -20.70% |
| 2021 | 2.99% | 7.66% | -0.30% | 3.75% | -0.79% | 1.57% | -2.22% | 1.55% | -2.42% | 4.29% | -3.88% | -5.98% | 5.53% |
| 2020 | -3.23% | -8.31% | -24.30% | 15.87% | 8.39% | 3.87% | 5.45% | 5.86% | -4.07% | 0.57% | 14.79% | 9.84% | 18.98% |
| 2019 | 11.80% | 4.81% | -2.55% | 2.96% | -9.89% | 6.02% | 0.70% | -3.41% | 2.66% | 1.16% | 3.71% | 2.94% | 21.12% |
| 2018 | 1.42% | -3.11% | -0.03% | 3.27% | 3.49% | 0.26% | 0.05% | 3.70% | -2.84% | -11.88% | 0.26% | -33.03% | -37.23% |
| 2017 | 2.67% | 4.68% | -0.14% | -0.48% | -3.32% | 5.85% | 2.75% | -2.25% | 4.22% | 0.18% | 4.77% | -8.11% | 10.37% |
| 2016 | -12.13% | -0.48% | 9.49% | 2.88% | 3.22% | -4.97% | 6.13% | 0.85% | 3.24% | -5.88% | 12.25% | 2.84% | 16.00% |
| 2015 | -7.14% | 9.06% | 1.16% | -0.06% | 3.82% | 3.34% | -3.26% | -6.57% | -6.21% | 4.76% | 4.68% | -8.11% | -6.16% |
| 2014 | -3.38% | 4.30% | 0.17% | -3.32% | -1.23% | 6.43% | -6.39% | 4.24% | -7.36% | 3.94% | 0.09% | -11.31% | -14.43% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of DSCVX is 34, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for BNY Mellon Opportunistic Small Cap Fund (DSCVX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
BNY Mellon Opportunistic Small Cap Fund provided a 0.47% dividend yield over the last twelve months, with an annual payout of $0.15 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.15 | $0.15 | $0.12 | $0.00 | $0.00 | $0.07 | $0.05 | $0.00 | $0.00 | $0.00 | $0.10 |
Dividend yield | 0.47% | 0.50% | 0.39% | 0.00% | 0.00% | 0.20% | 0.17% | 0.00% | 0.00% | 0.00% | 0.36% |
Monthly Dividends
The table displays the monthly dividend distributions for BNY Mellon Opportunistic Small Cap Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.15 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.12 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.07 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.05 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2015 | $0.10 | $0.10 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the BNY Mellon Opportunistic Small Cap 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 Opportunistic Small Cap Fund was 70.49%, occurring on Oct 9, 2002. Recovery took 796 trading sessions.
The current BNY Mellon Opportunistic Small Cap Fund drawdown is 21.59%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -70.49% | May 23, 2001 | 343 | Oct 9, 2002 | 796 | Dec 7, 2005 | 1139 |
| -61.19% | Dec 14, 2017 | 567 | Mar 18, 2020 | 414 | Nov 5, 2021 | 981 |
| -53.11% | Jul 20, 2007 | 339 | Nov 20, 2008 | 167 | Jul 23, 2009 | 506 |
| -44.27% | Apr 23, 1998 | 121 | Oct 8, 1998 | 200 | Jul 15, 1999 | 321 |
| -40.55% | Dec 2, 2013 | 553 | Feb 11, 2016 | 453 | Nov 28, 2017 | 1006 |
Volatility
Volatility Chart
The current BNY Mellon Opportunistic Small Cap Fund volatility is 3.70%, 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.