Nasdaq - Delayed Quote USD
BNY Mellon Large Cap Securities Fund (DREVX)
18.87
+0.21
+(1.13%)
At close: June 6 at 8:04:09 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 2.81% |
| 5y Average Return | 16.98% |
| Number of Years Up | 57 |
| Number of Years Down | 16 |
| Best 1Y Total Return (Jun 6, 2025) | 32.33% |
| Worst 1Y Total Return (Jun 6, 2025) | -- |
| Best 3Y Total Return | 32.33% |
| Worst 3Y Total Return | 6.21% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
DREVX
Category
- YTD
- 0.79%
- 12.38%
- 1-Month
- 9.02%
- 5.09%
- 3-Month
- 0.42%
- 10.28%
- 1-Year
- 10.70%
- 41.70%
- 3-Year
- 16.90%
- 22.56%
- 5-Year
- 17.22%
- 21.98%
- 10-Year
- 13.51%
- 15.99%
- Last Bull Market
- 18.89%
- 25.99%
- Last Bear Market
- -18.91%
- -17.29%
Annual Total Return (%) History
Year
DREVX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -7.27% | -- | -- | -- |
| 2024 | 15.14% | 4.64% | 3.39% | 2.23% |
| 2023 | 8.31% | 10.27% | -1.06% | 10.91% |
| 2022 | -2.66% | -18.91% | -3.72% | 8.04% |
| 2021 | 2.58% | 10.79% | 0.36% | 11.59% |
| 2020 | -16.70% | 23.68% | 11.19% | 10.47% |
| 2019 | 12.80% | 4.14% | -0.22% | 8.41% |
| 2018 | -0.80% | 4.11% | 9.65% | -12.75% |
| 2017 | 5.66% | 2.54% | 3.98% | 6.63% |
| 2016 | -1.22% | 2.92% | 2.64% | 2.77% |
| 2015 | 1.68% | 0.07% | -5.86% | 6.57% |
| 2014 | 1.23% | 3.55% | 1.13% | 3.26% |
| 2013 | 8.94% | 1.49% | 8.31% | 10.50% |
| 2012 | 15.52% | -4.46% | 7.12% | -0.55% |
| 2011 | 6.01% | -0.13% | -17.71% | 8.98% |
| 2010 | 6.86% | -12.20% | 11.77% | 10.90% |
| 2009 | -10.49% | 15.61% | 18.17% | 5.28% |
| 2008 | -9.63% | -2.37% | -9.45% | -22.66% |
| 2007 | 0.10% | 7.53% | 2.01% | -1.75% |
| 2006 | 3.92% | -2.02% | 5.74% | 7.35% |
| 2005 | -3.08% | 1.49% | 3.84% | 3.08% |
| 2004 | 0.63% | 0.83% | -1.81% | 8.86% |
| 2003 | -4.31% | 15.17% | 1.78% | 11.39% |
| 2002 | 1.62% | -12.98% | -17.84% | 7.16% |
| 2001 | -10.67% | 5.02% | -14.72% | 12.42% |
| 2000 | 1.81% | -4.09% | -1.80% | -10.60% |
| 1999 | 4.64% | 5.65% | -5.10% | 18.26% |
| 1998 | 11.13% | 0.59% | -12.90% | 20.31% |
| 1997 | -1.99% | 11.47% | 8.20% | -6.32% |
| 1996 | 7.73% | 0.58% | 3.31% | 3.49% |
| 1995 | 8.76% | 7.79% | 1.65% | 3.87% |
| 1994 | -2.88% | -2.29% | 2.73% | -1.79% |
| 1993 | 2.49% | -2.34% | 2.35% | 3.82% |
| 1992 | -2.89% | -1.10% | 4.49% | 5.16% |
| 1991 | 11.20% | -1.34% | 6.83% | 9.22% |
| 1990 | -3.15% | 7.39% | -12.57% | 6.31% |
| 1989 | 4.37% | 7.66% | 7.28% | 2.56% |
| 1988 | 3.91% | 3.81% | -1.47% | 2.32% |
| 1987 | 13.83% | 5.36% | 5.31% | -14.01% |
| 1986 | 14.68% | 2.31% | -3.63% | 2.88% |
| 1985 | 7.06% | 7.57% | -1.18% | 9.90% |
| 1984 | -0.24% | -7.46% | 10.56% | 1.13% |
| 1983 | 6.65% | 7.36% | 3.78% | 0.79% |
| 1982 | -7.43% | -1.08% | 10.46% | 13.00% |
| 1981 | 7.58% | 1.94% | -11.45% | 8.55% |
| 1980 | -6.44% | 16.11% | 11.93% | 7.26% |
| 1979 | 6.27% | 5.79% | 8.09% | 3.26% |
| 1978 | -1.56% | 11.20% | 11.29% | -7.87% |
| 1977 | -5.74% | 6.18% | -2.24% | 2.24% |
| 1976 | 12.28% | 4.00% | 2.26% | 6.61% |
| 1975 | 16.36% | 16.53% | -8.65% | 6.36% |
| 1974 | -4.65% | -11.94% | -16.79% | 14.66% |
| 1973 | -10.87% | -11.12% | 8.83% | -5.98% |
| 1972 | 6.70% | -2.21% | -1.71% | 6.46% |
| 1971 | 12.29% | 1.26% | -3.41% | 3.84% |
| 1970 | -4.87% | -20.21% | 14.56% | 7.80% |
| 1969 | -5.64% | -5.63% | -0.59% | -0.64% |
| 1968 | -8.36% | 12.54% | 3.62% | 4.57% |
| 1967 | 14.14% | 3.76% | 6.32% | 0.59% |
| 1966 | 6.61% | -2.85% | -11.10% | 10.38% |
| 1965 | 6.08% | -4.22% | 14.00% | 12.24% |
| 1964 | 11.67% | 0.60% | 4.50% | -0.47% |
| 1963 | 5.46% | 6.82% | 4.00% | 6.78% |
| 1962 | -3.50% | -21.95% | 2.92% | 11.46% |
| 1961 | 14.41% | 1.05% | 3.04% | 6.06% |
| 1960 | -4.37% | 9.03% | -4.69% | 7.41% |
| 1959 | 9.55% | 10.28% | -3.98% | 8.14% |
| 1958 | 9.47% | 6.79% | 15.59% | 13.97% |
| 1957 | -3.97% | 11.55% | -10.54% | -0.34% |
| 1956 | 1.90% | 2.30% | -0.99% | 11.56% |
| 1955 | 5.84% | 9.44% | 1.17% | 7.87% |
| 1954 | 11.50% | 6.77% | 9.53% | 25.66% |
| 1953 | 0.65% | -2.72% | -2.00% | 4.11% |
| 1952 | 2.51% | -1.67% | -1.55% | 5.47% |
| 1951 | 10.49% | 0.98% | -- | -- |
Rank in Category (By Total Return)
| YTD | 50 |
| 1-Month | 38 |
| 3-Month | 68 |
| 1-Year | 81 |
| 3-Year | 60 |
| 5-Year | 15 |
Load Adjusted Returns
| 1-Year | 10.70% |
| 3-Year | 16.90% |
| 5-Year | 17.22% |
| 10-Year | 13.51% |
Performance & Risk
| YTD Return | 2.81% |
| 5y Average Return | 16.98% |
| Rank in Category (ytd) | 50 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.06 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Growth |
| Fund Family | BNY Mellon |
| Net Assets | 2.17B |
| YTD Return | 0.79% |
| Yield | 0.22% |
| Morningstar Rating | |
| Inception Date | May 24, 1951 |
Fund Summary
To pursue its goals, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of large capitalization companies. In choosing stocks, the fund's portfolio managers use fundamental analysis to create a broadly diversified portfolio comprised of growth stocks, value stocks and stocks that exhibit characteristics of both investment styles.
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