BNY Mellon Strategic Municipals, Inc. (LEO)

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BNY Mellon Strategic Municipals, Inc. (LEO) is up 2.6% since the beginning of the year. At $6 per share, LEO is trading just below its 52-week high of $7. Investors who bought $1,000 worth of LEO shares 5 years ago would now be looking at an investment worth $890.

BNY Mellon Strategic Municipals, Inc. (LEO) has returned 2.64% so far this year and 15.97% over the past 12 months. Over the last ten years, LEO has returned 1.12% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.

Based on dividend-adjusted daily data since Jan 2, 2001, LEO's average daily return is +0.02%, while the average monthly return is +0.46%. At this rate, an investment would double in approximately 12.6 years.

Historically, 62% of months were positive and 38% were negative. The best month was Jan 2009 with a return of +16.7%, while the worst month was Sep 2008 at -16.0%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, LEO closed higher 49% of trading days. The best single day was Oct 13, 2008 with a return of +24.6%, while the worst single day was Oct 10, 2008 at -13.9%.

BNY Mellon Strategic Municipals, Inc. has an annualized alpha of 4.27%, beta of 0.19, and R2 of 0.06 versus S&P 500 Index. Calculated based on daily prices since January 03, 2001.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (27.94%) than losses (21.47%) - typical of diversified or defensive assets.
• Beta of 0.19 may look defensive, but with R2 of 0.06 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.06 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

LEO ranks 81 for risk / return — in the top 81% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for BNY Mellon Strategic Municipals, Inc. (LEO) and compare them to S&P 500 Index.

BNY Mellon Strategic Municipals, Inc. provided a 4.50% dividend yield over the last twelve months, with an annual payout of $0.29 per share.

The table displays the monthly dividend distributions for BNY Mellon Strategic Municipals, Inc.. 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 Strategic Municipals, Inc.. 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 Strategic Municipals, Inc. was 47.35%, occurring on Oct 10, 2008. Recovery took 310 trading sessions.

The current BNY Mellon Strategic Municipals, Inc. drawdown is 16.97%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of BNY Mellon Strategic Municipals, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how BNY Mellon Strategic Municipals, Inc. is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.