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BNY Mellon Opportunistic Small Cap Fund (DSCVX) Sharpe Ratio

Mutual Fund · Currency in USD · Last updated Aug 1, 2026

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.

Sharpe ratio is not yet available for DSCVX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares BNY Mellon Opportunistic Small Cap Fund's Sharpe Ratio with other mutual funds in the Small Cap Blend Equities category across multiple time periods, showing how DSCVX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Aug 1, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
GQSCXGlenmede Quantitative U.S. Small Cap Equity Portfolio2.72
WWSIXKeeley Small Cap Fund Class Institutional2.65
WESCXTETON Westwood SmallCap Equity Fund2.64
AUERXAuer Growth Fund2.41
IPSIXVoya Index Plus SmallCap Portfolio2.34
MOPIXMainStay WMC Small Companies Fund2.31
VSTCXVanguard Strategic Small-Cap Equity Fund2.24
RIVSXRiver Oak Discovery Fund2.22
AFMCXAcuitas US Microcap Fund2.18
DTSVXWilshire Small Company Value Portfolio2.15
DSCVXBNY Mellon Opportunistic Small Cap Fund—
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Historical Sharpe Ratio

The chart shows DSCVX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when DSCVX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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