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
| ISIN | US05586X4051 |
|---|---|
| Issuer | Dreyfus |
| Inception Date | Jan 4, 1988 |
| Category | Mid Cap Growth Equities |
| Min. Investment | $1,000 |
| Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Growth |
Expense Ratio
SDSCX features an expense ratio of 0.70%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: SDSCX vs. VMVAX, SDSCX vs. TMCPX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in BNY Mellon Small/Mid Cap Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
BNY Mellon Small/Mid Cap Growth Fund had a return of 10.87% year-to-date (YTD) and 31.83% in the last 12 months. Over the past 10 years, BNY Mellon Small/Mid Cap Growth Fund had an annualized return of 5.92%, while the S&P 500 had an annualized return of 11.39%, indicating that BNY Mellon Small/Mid Cap Growth Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 10.87% | 25.45% |
| 1 month | 6.62% | 2.91% |
| 6 months | 11.17% | 14.05% |
| 1 year | 31.83% | 35.64% |
| 5 years (annualized) | 4.56% | 14.13% |
| 10 years (annualized) | 5.92% | 11.39% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -2.97% | 4.35% | 1.73% | -6.35% | 2.09% | 0.62% | -0.12% | 0.38% | 2.87% | -0.52% | 10.87% | ||
| 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% | -8.41% | -12.46% |
| 2020 | 4.23% | -4.44% | -14.14% | 18.57% | 15.94% | 5.70% | 7.80% | 4.59% | -2.02% | 2.85% | 11.11% | -0.99% | 55.31% |
| 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% | -15.99% | -6.67% |
| 2017 | 4.06% | 2.54% | 0.94% | 2.29% | 0.48% | 2.44% | 2.44% | 0.25% | 3.28% | 2.20% | 2.68% | -3.01% | 22.42% |
| 2016 | -7.27% | -0.07% | 8.44% | 0.19% | 3.38% | 1.05% | 5.68% | -1.45% | 0.23% | -2.87% | 4.52% | -1.96% | 9.29% |
| 2015 | -1.70% | 6.62% | 1.87% | -1.26% | 2.45% | 1.09% | 0.27% | -8.53% | -5.16% | 4.64% | 3.25% | -8.68% | -6.31% |
| 2014 | -1.37% | 3.34% | -1.46% | -3.61% | 0.68% | 4.40% | -4.11% | 5.07% | -3.70% | 3.45% | 1.56% | -7.86% | -4.41% |
| 2013 | 6.55% | 1.42% | 3.06% | 0.62% | 4.43% | -0.71% | 8.13% | -0.77% | 5.14% | 1.68% | 2.33% | -8.04% | 25.45% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SDSCX is 25, indicating that it is in the bottom 25% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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.
Dividends
Dividend History
BNY Mellon Small/Mid Cap Growth Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.44 | $1.07 | $0.12 | $0.29 | $0.32 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 2.43% | 5.44% | 0.73% | 1.84% | 1.89% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 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 | $0.00 | $0.00 |
| 2020 | $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 |
| 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 | $0.29 | $0.44 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.07 | $1.07 |
| 2016 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 |
| 2015 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.29 |
| 2014 | $0.32 | $0.32 |
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.
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. The portfolio has not yet recovered.
The current BNY Mellon Small/Mid Cap Growth Fund drawdown is 69.19%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -94.1% | Mar 13, 2000 | 644 | Oct 9, 2002 | — | — | — |
| -51.06% | Oct 8, 1997 | 262 | Oct 8, 1998 | 300 | Dec 2, 1999 | 562 |
| -34.37% | May 22, 1996 | 227 | Apr 3, 1997 | 132 | Oct 6, 1997 | 359 |
| -19.51% | Mar 18, 1994 | 209 | Jan 4, 1995 | 163 | Aug 21, 1995 | 372 |
| -14.12% | Dec 3, 1999 | 1 | Dec 3, 1999 | 16 | Dec 27, 1999 | 17 |
Volatility
Volatility Chart
The current BNY Mellon Small/Mid Cap Growth Fund volatility is 5.27%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.