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BNY Mellon Sm/Md Cp Gr Z (DBMZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.00+0.19 (+0.74%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.65%
5-year average return5.35%
Number of years up3
Number of years down2
Best 1-yr total return (4 July 2024)68.26%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return68.26%
Worst 3-yr total return-9.62%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDBMZXCategory
YTD-0.96%10.80%
1-month0.58%4.43%
3-month-3.82%7.00%
1-year3.80%48.17%
3-year-10.45%21.26%
5-year5.57%20.18%
10-year8.90%14.07%
Last bull market27.73%27.14%
Last bear market-26.92%-21.26%

Annual total return (%) history

Year
DBMZXCategory
2024
N/AN/A
2023
15.39%N/A
2022
-33.22%N/A
2021
-4.20%N/A
2020
68.26%39.26%
2019
39.11%32.52%
2018
N/A-6.65%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.98%-3.82%N/AN/A
20235.82%4.04%-7.53%13.34%
2022-11.84%-26.92%-2.65%6.48%
2021-3.55%5.58%-1.72%-4.28%
2020-14.54%45.28%10.45%22.69%
201925.00%4.40%-6.68%14.23%
20188.36%8.24%-21.95%N/A

Rank in category (by total return)

YTD89
1-month47
3-month55
1-year89
3-year93
5-year88

Load adjusted returns

1-year3.80%
3-year-10.45%
5-year5.57%
10-year8.90%