SDSCX vs. DLDRX
Compare and contrast key facts about BNY Mellon Small/Mid Cap Growth Fund (SDSCX) and BNY Mellon Natural Resources Fund (DLDRX).
SDSCX is managed by Dreyfus. It was launched on Jan 4, 1988. DLDRX is managed by Dreyfus. It was launched on Oct 30, 2003.
Performance
SDSCX vs. DLDRX - Performance Comparison
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SDSCX vs. DLDRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SDSCX BNY Mellon Small/Mid Cap Growth Fund | -4.68% | 11.91% | 9.95% | 15.55% | -33.20% | -4.42% | 68.54% | 39.14% | -1.46% | 26.74% |
DLDRX BNY Mellon Natural Resources Fund | 24.66% | 15.04% | 0.81% | 1.58% | 34.18% | 38.30% | 6.58% | 16.64% | -17.57% | 14.05% |
Returns By Period
In the year-to-date period, SDSCX achieves a -4.68% return, which is significantly lower than DLDRX's 24.66% return. Over the past 10 years, SDSCX has underperformed DLDRX with an annualized return of 10.84%, while DLDRX has yielded a comparatively higher 14.51% annualized return.
SDSCX
- 1D
- 3.99%
- 1M
- -10.19%
- YTD
- -4.68%
- 6M
- -4.45%
- 1Y
- 16.45%
- 3Y*
- 8.59%
- 5Y*
- -2.52%
- 10Y*
- 10.84%
DLDRX
- 1D
- 1.61%
- 1M
- -0.70%
- YTD
- 24.66%
- 6M
- 33.50%
- 1Y
- 49.03%
- 3Y*
- 14.64%
- 5Y*
- 18.06%
- 10Y*
- 14.51%
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SDSCX vs. DLDRX - Expense Ratio Comparison
SDSCX has a 0.70% expense ratio, which is lower than DLDRX's 0.91% expense ratio.
Return for Risk
SDSCX vs. DLDRX — Risk / Return Rank
SDSCX
DLDRX
SDSCX vs. DLDRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Small/Mid Cap Growth Fund (SDSCX) and BNY Mellon Natural Resources Fund (DLDRX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| SDSCX | DLDRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 1.89 | -1.18 |
Sortino ratioReturn per unit of downside risk | 1.18 | 2.35 | -1.17 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.37 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 0.84 | 2.38 | -1.53 |
Martin ratioReturn relative to average drawdown | 3.26 | 10.83 | -7.57 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SDSCX | DLDRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 1.89 | -1.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.10 | 0.70 | -0.80 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.57 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.00 | 0.40 | -0.40 |
Correlation
The correlation between SDSCX and DLDRX is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SDSCX vs. DLDRX - Dividend Comparison
SDSCX's dividend yield for the trailing twelve months is around 54.86%, more than DLDRX's 1.87% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SDSCX BNY Mellon Small/Mid Cap Growth Fund | 54.86% | 52.29% | 0.43% | 0.00% | 0.00% | 9.19% | 7.93% | 0.00% | 8.72% | 9.16% | 2.21% | 6.57% |
DLDRX BNY Mellon Natural Resources Fund | 1.87% | 2.33% | 7.45% | 12.42% | 9.66% | 5.07% | 1.11% | 2.16% | 1.87% | 0.63% | 1.44% | 1.25% |
Drawdowns
SDSCX vs. DLDRX - Drawdown Comparison
The maximum SDSCX drawdown since its inception was -99.19%, which is greater than DLDRX's maximum drawdown of -69.13%. Use the drawdown chart below to compare losses from any high point for SDSCX and DLDRX.
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Drawdown Indicators
| SDSCX | DLDRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.19% | -69.13% | -30.06% |
Max Drawdown (1Y)Largest decline over 1 year | -19.60% | -20.88% | +1.28% |
Max Drawdown (5Y)Largest decline over 5 years | -45.77% | -32.44% | -13.33% |
Max Drawdown (10Y)Largest decline over 10 years | -48.25% | -54.24% | +5.99% |
Current DrawdownCurrent decline from peak | -88.62% | -0.70% | -87.92% |
Average DrawdownAverage peak-to-trough decline | -75.09% | -20.92% | -54.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.08% | 4.59% | +0.49% |
Volatility
SDSCX vs. DLDRX - Volatility Comparison
BNY Mellon Small/Mid Cap Growth Fund (SDSCX) has a higher volatility of 9.00% compared to BNY Mellon Natural Resources Fund (DLDRX) at 6.23%. This indicates that SDSCX's price experiences larger fluctuations and is considered to be riskier than DLDRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SDSCX | DLDRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.00% | 6.23% | +2.77% |
Volatility (6M)Calculated over the trailing 6-month period | 16.07% | 15.24% | +0.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.66% | 26.59% | -1.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.53% | 25.95% | -1.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.15% | 25.57% | -1.42% |