Australia markets close in 1 hour 35 minutes

BNY Mellon Large Cap Equity Fund (DLQAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
15.90+0.10 (+0.63%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return17.46%
5-year average return11.99%
Number of years up24
Number of years down7
Best 1-yr total return (2 July 2024)33.64%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return33.64%
Worst 3-yr total return4.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDLQAXCategory
YTD16.28%12.38%
1-month2.14%5.09%
3-month2.94%10.28%
1-year22.67%41.70%
3-year4.88%22.56%
5-year12.16%21.98%
10-year11.12%15.99%
Last bull market26.98%25.99%
Last bear market-18.66%-17.29%

Annual total return (%) history

Year
DLQAXCategory
2024
N/AN/A
2023
16.58%N/A
2022
-23.69%N/A
2021
27.39%N/A
2020
23.38%35.86%
2019
29.29%31.90%
2018
-5.78%-2.09%
2017
24.55%27.67%
2016
10.93%3.23%
2015
2.55%3.60%
2014
9.57%10.00%
2013
33.64%33.92%
2012
16.90%15.34%
2011
-5.78%-2.46%
2010
15.22%15.53%
2009
27.62%35.68%
2008
-47.50%-40.67%
2007
10.94%13.35%
2006
16.11%7.05%
2005
6.25%6.71%
2004
9.11%7.81%
2003
21.82%28.66%
2002
-18.26%-27.64%
2001
-15.01%-22.30%
2000
6.26%-13.05%
1999
14.27%38.87%
1998
12.82%34.55%
1997
25.85%26.36%
1996
19.58%19.76%
1995
25.78%32.65%
1994
-2.58%-2.45%
1993
12.14%8.69%
1992
N/A5.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.96%2.94%N/AN/A
20233.35%6.93%-3.24%9.03%
2022-6.71%-18.66%-7.21%8.37%
20215.13%8.63%0.62%10.86%
2020-19.28%22.24%10.94%12.70%
201912.77%5.01%0.15%9.02%
20180.20%3.62%8.05%-16.02%
20177.03%3.75%4.26%7.58%
2016-0.57%1.41%5.38%4.40%
20154.03%1.13%-8.67%6.72%
20140.87%6.22%-0.69%2.97%
201310.65%1.60%6.71%11.39%
201215.46%-5.25%7.89%-0.96%
20115.38%0.18%-18.41%9.39%
20104.64%-12.86%12.09%12.73%
2009-10.32%16.33%14.44%6.89%
2008-11.90%-3.51%-13.60%-28.51%
20071.11%6.58%3.02%-0.07%
20065.54%-1.48%5.78%5.57%
2005-1.28%2.41%2.16%2.88%
20042.44%-0.52%-1.70%8.92%
2003-2.29%11.16%1.98%9.98%
20020.61%-9.76%-13.05%3.56%
2001-12.33%2.71%-12.13%7.40%
20005.69%-0.11%5.17%-4.30%
19992.27%5.83%-7.14%13.70%
19989.40%1.04%-9.76%13.11%
19971.09%13.42%6.80%2.78%
19965.97%2.91%4.09%5.35%
19955.79%6.95%6.61%4.28%
1994-3.18%-2.45%3.80%-0.62%
19935.43%1.99%3.75%0.52%
19924.81%N/AN/AN/A

Rank in category (by total return)

YTD64
1-month92
3-month72
1-year78
3-year71
5-year82

Load adjusted returns

1-year15.61%
3-year2.83%
5-year10.84%
10-year10.46%