Nasdaq - Delayed Quote USD
BNY Mellon Balanced Opportunity A (DBOAX)
22.27
+0.02
+(0.09%)
At close: 8:04:12 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -5.00% |
| 5y Average Return | 8.40% |
| Number of Years Up | 14 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Apr 14, 2025) | 21.01% |
| Worst 1Y Total Return (Apr 14, 2025) | -- |
| Best 3Y Total Return | 21.01% |
| Worst 3Y Total Return | 2.06% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
DBOAX
Category
- YTD
- -2.23%
- 9.69%
- 1-Month
- -3.86%
- 0.91%
- 3-Month
- -2.23%
- 5.21%
- 1-Year
- 3.52%
- 27.06%
- 3-Year
- 4.09%
- 11.00%
- 5-Year
- 10.37%
- 10.26%
- 10-Year
- 6.53%
- 8.34%
- Last Bull Market
- 12.96%
- 15.58%
- Last Bear Market
- -14.47%
- -12.16%
Annual Total Return (%) History
Year
DBOAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -2.23% | -- | -- | -- |
| 2024 | 5.89% | 1.45% | 4.41% | -0.04% |
| 2023 | 6.48% | 4.27% | -3.00% | 8.97% |
| 2022 | -4.09% | -14.47% | -4.23% | 7.01% |
| 2021 | 2.71% | 6.25% | 0.04% | 5.00% |
| 2020 | -16.49% | 13.19% | 5.97% | 10.12% |
| 2019 | 8.42% | 3.48% | 1.30% | 5.63% |
| 2018 | -1.18% | 2.35% | 4.81% | -9.65% |
| 2017 | 2.75% | 1.22% | 2.55% | 4.56% |
| 2016 | -0.05% | 2.54% | 3.07% | 4.14% |
| 2015 | 1.90% | -0.61% | -5.26% | 3.65% |
| 2014 | 1.50% | 2.54% | 0.32% | 2.87% |
| 2013 | 7.00% | 1.45% | 4.09% | 7.09% |
| 2012 | 9.52% | -3.30% | 5.88% | 1.24% |
| 2011 | 4.70% | 0.06% | -12.65% | 7.33% |
| 2010 | 4.84% | -7.57% | 8.74% | 7.45% |
| 2009 | -7.67% | 13.12% | 13.23% | 3.31% |
| 2008 | -5.25% | -1.73% | -8.00% | -15.87% |
| 2007 | 0.10% | 3.85% | 1.90% | -0.97% |
| 2006 | 3.40% | -2.55% | 3.80% | 4.54% |
| 2005 | -3.07% | 1.48% | -0.21% | 0.34% |
| 2004 | 0.16% | -2.38% | 7.73% | -- |
Rank in Category (By Total Return)
| YTD | 85 |
| 1-Month | 88 |
| 3-Month | 85 |
| 1-Year | 86 |
| 3-Year | 56 |
| 5-Year | 41 |
Load Adjusted Returns
| 1-Year | -2.43% |
| 3-Year | 2.05% |
| 5-Year | 9.07% |
| 10-Year | 5.90% |
Performance & Risk
| YTD Return | -5.00% |
| 5y Average Return | 8.40% |
| Rank in Category (ytd) | 85 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.03 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | BNY Mellon |
| Net Assets | 269.68M |
| YTD Return | -2.23% |
| Yield | 1.23% |
| Morningstar Rating | |
| Inception Date | Mar 16, 1987 |
Fund Summary
To pursue its goal, the fund invests in a diversified mix of stocks and fixed-income securities. The managers select securities that, in the portfolio managers' judgment, will result in the highest total return consistent with preservation of principal. The mix of stocks and bonds varies from time to time, but normally the fund allocates between 25% and 50% of its assets to fixed-income securities and between 75% to 50% of its assets to equities.
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