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BNY Mellon Opportunistic Midcap Value Fund (DMCYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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31.68+0.09 (+0.28%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.10%
5-year average return10.52%
Number of years up7
Number of years down3
Best 1-yr total return (2 July 2024)27.91%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return27.91%
Worst 3-yr total return4.04%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDMCYXCategory
YTD6.26%17.04%
1-month-0.97%-0.01%
3-month-2.70%5.47%
1-year14.82%50.44%
3-year3.73%13.15%
5-year10.75%13.75%
10-year7.42%11.35%
Last bull market25.35%25.95%
Last bear market-13.90%-22.55%

Annual total return (%) history

Year
DMCYXCategory
2024
N/AN/A
2023
12.70%N/A
2022
-7.73%N/A
2021
16.08%N/A
2020
19.25%12.39%
2019
27.91%26.21%
2018
-17.77%-11.15%
2017
16.09%15.93%
2016
17.97%14.14%
2015
-10.12%-4.75%
2014
9.84%7.80%
2013
N/A34.10%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.21%-2.70%N/AN/A
2023-0.54%4.87%-0.90%9.04%
20221.84%-13.90%-4.12%9.76%
20219.74%4.73%-3.65%4.84%
2020-26.41%24.59%7.21%21.31%
201918.53%-0.93%0.98%7.87%
2018-1.20%2.92%3.64%-21.97%
20175.27%-1.14%4.50%6.73%
20160.96%1.36%5.62%9.15%
20151.15%0.38%-13.38%2.20%
20143.75%2.48%-3.65%7.21%
201311.11%N/AN/AN/A

Rank in category (by total return)

YTD32
1-month46
3-month26
1-year32
3-year50
5-year19

Load adjusted returns

1-year14.82%
3-year3.73%
5-year10.75%
10-year7.42%