- ISIN
- US05586X4051
- Issuer
- Dreyfus
- Inception Date
- Jan 4, 1988
- Category
- Mid Cap Growth Equities
- Min. Investment
- $1,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
SDSCX Performance Chart
BNY Mellon Small/Mid Cap Growth Fund (SDSCX) is up 8.2% since the beginning of the year. SDSCX is currently trading at $23 per share. Investors who bought $1,000 worth of SDSCX shares 5 years ago would now be looking at an investment worth $969.
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Returns By Period
BNY Mellon Small/Mid Cap Growth Fund (SDSCX) has returned 8.20% so far this year and 16.63% over the past 12 months. Over the last ten years, SDSCX has returned 11.23% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.
BNY Mellon Small/Mid Cap Growth Fund
- 1D
- 1.99%
- 1M
- -5.37%
- 6M
- 0.48%
- YTD
- 8.20%
- 1Y
- 16.63%
- 3Y*
- 10.40%
- 5Y*
- -0.63%
- 10Y*
- 11.23%
- ALL TIME*
- 2.61%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
SDSCX Monthly Returns History
Based on dividend-adjusted daily data since Jan 31, 1991, SDSCX's average daily return is +1.29%, while the average monthly return is +6.11%. At this rate, an investment would double in approximately 1.0 years.
Historically, 60% of months were positive and 40% were negative. The best month was May 1997 with a return of +247.4%, while the worst month was Dec 2000 at -88.4%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.
On a daily basis, SDSCX closed higher 54% of trading days. The best single day was Jun 1, 2000 with a return of +215.8%, while the worst single day was Dec 14, 2000 at -79.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 7.68% | -1.17% | -10.43% | 10.32% | 1.69% | 9.81% | -7.86% | 8.20% | |||||
| 2025 | 7.81% | -7.34% | -8.97% | 2.33% | 6.31% | 7.09% | -0.39% | 2.07% | 2.90% | 2.57% | 1.41% | -2.92% | 11.91% |
| 2024 | -2.97% | 4.35% | 1.73% | -6.35% | 2.09% | 0.62% | -0.12% | 0.38% | 2.87% | -0.52% | 13.91% | -5.06% | 9.95% |
| 2023 | 9.89% | -2.72% | -0.99% | -2.03% | -0.64% | 6.91% | 3.79% | -3.88% | -7.24% | -8.62% | 11.65% | 11.11% | 15.55% |
| 2022 | -13.94% | -0.31% | 2.81% | -14.48% | -6.61% | -8.50% | 10.66% | -2.96% | -9.33% | 7.53% | 4.65% | -5.40% | -33.20% |
| 2021 | 2.21% | 1.33% | -6.85% | 4.07% | -3.79% | 5.43% | -0.48% | 1.65% | -2.82% | 4.57% | -8.71% | 0.00% | -4.42% |
Benchmark Metrics
BNY Mellon Small/Mid Cap Growth Fund has an annualized alpha of 2097.58%, beta of 1.41, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since January 31, 1991.
- This fund participated in 109.92% of S&P 500 Index downside but only 82.31% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.01 means this fund 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.
- Alpha
- 2,097.58%
- Beta
- 1.41
- R²
- 0.01
- Upside Capture
- 82.31%
- Downside Capture
- 109.92%
Expense Ratio
SDSCX has an expense ratio of 0.70%, placing it in the medium range.
Return for Risk
Risk / Return Rank
SDSCX ranks 13 for risk / return — above 13% of mutual funds peers on PortfoliosLab. Its historical combined result is below most peers; review the five component ranks for context.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for BNY Mellon Small/Mid Cap Growth Fund (SDSCX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SDSCX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.86 | ||
| Sortino ratioReturn per unit of downside risk | -1.00 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.25 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 0.64 | 2.00 | -1.36 |
| Martin ratioReturn relative to average drawdown | 1.95 | 8.49 | -6.55 |
Dividends
Dividend History
BNY Mellon Small/Mid Cap Growth Fund provided a 48.33% dividend yield over the last twelve months, with an annual payout of $11.16 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $11.16 | $11.16 | $0.12 | $0.00 | $0.00 | $3.13 | $3.09 | $0.00 | $1.57 | $1.81 | $0.38 | $1.03 |
Dividend yield | 48.33% | 52.29% | 0.43% | 0.00% | 0.00% | 9.19% | 7.93% | 0.00% | 8.72% | 9.16% | 2.21% | 6.57% |
Monthly Dividends
The table displays the monthly dividend distributions for BNY Mellon Small/Mid Cap Growth 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $11.16 | $11.16 |
| 2024 | $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 |
| 2023 | $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 |
| 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 | $3.13 | $3.13 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the BNY Mellon Small/Mid Cap Growth 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 Small/Mid Cap Growth Fund was 98.89%, occurring on Oct 9, 2002. The portfolio has not yet recovered.
The current BNY Mellon Small/Mid Cap Growth Fund drawdown is 82.33%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-98.89%Oct 2002 | 2y 7mo | — | 26y 4moMar 2000 - now | Dot-com crash2000–2002 |
-80.00%Aug 1998 | 10mo 27d | 1y 2mo | 2y 1moOct 1997 - Nov 1999 | — |
-76.52%Apr 1997 | 11mo 13d | 4mo 21d | 1y 3moMay 1996 - Sep 1997 | — |
-71.75%Jan 1995 | 10mo 19d | 5mo 27d | 1y 4moMar 1994 - Jul 1995 | — |
-71.08%Feb 1993 | 2mo 19d | 6mo 5d | 8mo 24dDec 1992 - Aug 1993 | — |
Drawdown Indicators
| SDSCX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.89% | -56.78% | -42.11% |
Max Drawdown (1Y)Largest decline over 1 year | -19.60% | -9.10% | -10.50% |
Max Drawdown (3Y)Largest decline over 3 years | -25.23% | -18.90% | -6.33% |
Max Drawdown (5Y)Largest decline over 5 years | -45.77% | -25.43% | -20.34% |
Max Drawdown (10Y)Largest decline over 10 years | -48.25% | -33.92% | -14.33% |
Current DrawdownCurrent decline from peak | -82.33% | -1.58% | -80.75% |
Average DrawdownAverage peak-to-trough decline | -73.85% | -10.70% | -63.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.46% | 2.14% | +4.32% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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