BNY Mellon Small/Mid Cap Growth Fund (SDSCX)
To pursue its goal, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of small-cap and mid-cap U.S. companies. The adviser currently considers small-cap and mid-cap companies to be those with total market capitalizations that are equal to or less than the total market capitalization of the largest company included in the Russell 2500 Growth Index (the index), the fund's benchmark index.
Fund Info
US05586X4051
Jan 4, 1988
$1,000
Mid-Cap
Growth
Expense Ratio
SDSCX has an expense ratio of 0.70%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
BNY Mellon Small/Mid Cap Growth Fund (SDSCX) returned -1.01% year-to-date (YTD) and 10.69% over the past 12 months. Over the past 10 years, SDSCX returned 10.05% annually, underperforming the S&P 500 benchmark at 10.84%.
SDSCX
-1.01%
6.46%
-5.87%
10.69%
5.25%
2.82%
10.05%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of SDSCX, 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 | 7.81% | -7.34% | -8.97% | 2.33% | 6.38% | -1.01% | |||||||
| 2024 | -2.97% | 4.35% | 1.73% | -6.35% | 2.09% | 0.62% | -0.11% | 0.38% | 2.87% | -0.52% | 13.91% | -5.26% | 9.73% |
| 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% | 4.70% | -8.82% | 0.00% | -4.42% |
| 2020 | 4.23% | -4.44% | -14.14% | 18.57% | 15.94% | 5.70% | 7.80% | 4.59% | -2.02% | 2.85% | 11.11% | 7.45% | 68.54% |
| 2019 | 15.77% | 6.67% | 1.21% | 4.44% | -6.64% | 7.06% | 1.70% | -3.72% | -4.65% | 2.69% | 9.59% | 1.50% | 39.14% |
| 2018 | 6.84% | -0.00% | 1.29% | -0.33% | 7.73% | 0.97% | -0.78% | 10.36% | -1.11% | -15.13% | 3.03% | -9.34% | 0.71% |
| 2017 | 4.06% | 2.54% | 0.94% | 2.29% | 0.48% | 2.44% | 2.44% | 0.25% | 3.28% | 2.20% | 2.68% | 6.14% | 33.97% |
| 2016 | -7.27% | -0.07% | 8.44% | 0.19% | 3.38% | 1.05% | 5.68% | -1.45% | 0.23% | -2.87% | 4.52% | 0.20% | 11.70% |
| 2015 | -1.70% | 6.62% | 1.87% | -1.26% | 2.45% | 1.09% | 0.27% | -8.53% | -5.16% | 4.64% | 3.25% | -2.87% | -0.35% |
| 2014 | -1.37% | 3.34% | -1.46% | -3.61% | 0.68% | 4.40% | -4.11% | 5.07% | -3.70% | 3.45% | 1.56% | 2.40% | 6.23% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SDSCX is 31, 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 Small/Mid Cap Growth Fund (SDSCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
BNY Mellon Small/Mid Cap Growth Fund provided a 0.22% dividend yield over the last twelve months, with an annual payout of $0.06 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.06 | $0.06 | $0.00 | $0.00 | $3.13 | $3.09 | $0.00 | $2.01 | $2.88 | $0.50 | $1.32 | $2.13 |
Dividend yield | 0.22% | 0.22% | 0.00% | 0.00% | 9.19% | 7.93% | 0.00% | 11.15% | 14.60% | 2.94% | 8.40% | 12.51% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $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 | $0.06 | $0.06 |
| 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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.09 | $3.09 |
| 2019 | $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 |
| 2018 | $0.15 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.86 | $2.01 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.88 | $2.88 |
| 2016 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.38 | $0.50 |
| 2015 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.29 | $1.32 |
| 2014 | $2.13 | $2.13 |
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 94.10%, occurring on Oct 9, 2002. Recovery took 4528 trading sessions.
The current BNY Mellon Small/Mid Cap Growth Fund drawdown is 29.09%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -94.1% | Mar 13, 2000 | 644 | Oct 9, 2002 | 4528 | Oct 12, 2020 | 5172 |
| -48.25% | Feb 16, 2021 | 338 | Jun 16, 2022 | — | — | — |
| -45.04% | Apr 22, 1998 | 122 | Oct 8, 1998 | 189 | Jun 30, 1999 | 311 |
| -23.29% | May 22, 1996 | 46 | Jul 24, 1996 | 249 | Jul 8, 1997 | 295 |
| -19.51% | Mar 18, 1994 | 209 | Jan 4, 1995 | 162 | Aug 18, 1995 | 371 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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