- 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 12.0% since the beginning of the year. SDSCX is currently trading at $24 per share. Investors who bought $1,000 worth of SDSCX shares 5 years ago would now be looking at an investment worth $1,023.
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Returns By Period
BNY Mellon Small/Mid Cap Growth Fund (SDSCX) has returned 11.99% so far this year and 22.73% over the past 12 months. Over the last ten years, SDSCX has returned 12.24% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
BNY Mellon Small/Mid Cap Growth Fund
- 1D
- 3.10%
- 1M
- 6.41%
- YTD
- 11.99%
- 6M
- 8.34%
- 1Y
- 22.73%
- 3Y*
- 13.04%
- 5Y*
- 0.46%
- 10Y*
- 12.24%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
SDSCX Monthly Returns History
Based on dividend-adjusted daily data since Jan 31, 1991, SDSCX's average daily return is +1.30%, while the average monthly return is +6.13%. 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% | 4.73% | 11.99% | ||||||
| 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 2121.11%, 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 109.56% 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
- 2,121.11%
- Beta
- 1.41
- R²
- 0.01
- Upside Capture
- 82.31%
- Downside Capture
- 109.56%
Expense Ratio
SDSCX has an expense ratio of 0.70%, placing it in the medium range.
Return for Risk
Risk / Return Rank
SDSCX ranks 15 for risk / return — in the bottom 15% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by 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 | -0.98 | ||
| Sortino ratioReturn per unit of downside risk | -1.12 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.37 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 1.16 | 2.78 | -1.62 |
| Martin ratioReturn relative to average drawdown | 3.65 | 12.44 | -8.79 |
Dividends
Dividend History
BNY Mellon Small/Mid Cap Growth Fund provided a 46.69% 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 | 46.69% | 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 | ||||||
| 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 81.71%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Dot-com crash2000–2002 | -98.89%Oct 2002 | 2y 7mo | — | 26y 3moMar 2000 - now |
1998 bear market1998 | -80.00%Aug 1998 | 10mo 27d | 1y 2mo | 2y 1moOct 1997 - Nov 1999 |
1997 bear market1997 | -76.52%Apr 1997 | 11mo 13d | 4mo 21d | 1y 3moMay 1996 - Sep 1997 |
1995 bear market1995 | -71.75%Jan 1995 | 10mo 19d | 5mo 27d | 1y 4moMar 1994 - Jul 1995 |
1993 bear market1993 | -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 | -81.71% | -1.80% | -79.91% |
Average DrawdownAverage peak-to-trough decline | -73.83% | -10.71% | -63.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.24% | 2.03% | +4.21% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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