Nasdaq - Delayed Quote USD
BNY Mellon Balanced Opportunity A (DBOAX)
22.27
+0.02
+(0.09%)
At close: 8:04:12 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 21.01% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 14 |
| Number of Years Down | 6 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| DBOAX | Category Average | DBOAX | Category Average | DBOAX | Category Average | |
| Alpha | 0.33 | -0.01 | 1.28 | -0.01 | 0.18 | -0 |
| BETA | 1.03 | 0.01 | 1.04 | 0.01 | 1.09 | 0.01 |
| Mean Annual Return | 0.41 | 0.01 | 0.89 | 0.01 | 0.58 | 0.01 |
| R-squared | 92.37 | 0.93 | 92.35 | 0.92 | 91.53 | 0.92 |
| Standard Deviation | 13.47 | 0.13 | 12.59 | 0.1 | 11.45 | 0.09 |
| Sharpe Ratio | 0.03 | 0.01 | 0.63 | 0.01 | 0.44 | 0.01 |
| Treynor Ratio | -0.51 | 0.09 | 7.26 | 0.09 | 4.2 | 0.07 |
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