Nasdaq - Delayed Quote • USD
BNY Mellon Institutional S&P 500 Stock Index Fund (DSPIX)
At close: 8:06 AM EDT
Performance Overview
Morningstar Return Rating | -- |
YTD Return | 17.39% |
5y Average Return | 14.71% |
Number of Years Up | 24 |
Number of Years Down | 6 |
Best 1Y Total Return (Sep 11, 2024) | 32.18% |
Worst 1Y Total Return (Sep 11, 2024) | -- |
Best 3Y Total Return | 32.18% |
Worst 3Y Total Return | 7.45% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
DSPIX
Category
- YTD
- 19.33%
- 5.31%
- 1-Month
- 2.39%
- -4.19%
- 3-Month
- 7.33%
- 3.90%
- 1-Year
- 26.85%
- 20.31%
- 3-Year
- 9.14%
- 6.48%
- 5-Year
- 15.69%
- 11.78%
- 10-Year
- 12.75%
- 10.96%
- Last Bull Market
- 26.03%
- 25.56%
- Last Bear Market
- -16.15%
- -15.11%
Annual Total Return (%) History
Year
DSPIX
Category
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 10.49% | 4.22% | -- | -- |
2023 | 7.42% | 8.69% | -3.32% | 11.64% |
2022 | -4.64% | -16.15% | -4.94% | 7.50% |
2021 | 6.14% | 8.51% | 0.52% | 10.98% |
2020 | -19.63% | 20.48% | 8.89% | 12.08% |
2019 | 13.62% | 4.26% | 1.64% | 9.03% |
2018 | -0.80% | 3.37% | 7.65% | -13.56% |
2017 | 6.02% | 3.02% | 4.45% | 6.58% |
2016 | 1.30% | 2.39% | 3.78% | 3.80% |
2015 | 0.90% | 0.22% | -6.44% | 6.96% |
2014 | 1.74% | 5.18% | 1.08% | 4.88% |
2013 | 10.56% | 2.87% | 5.21% | 10.46% |
2012 | 12.53% | -2.77% | 6.28% | -0.43% |
2011 | 5.88% | 0.06% | -13.90% | 11.79% |
2010 | 5.36% | -11.44% | 11.25% | 10.72% |
2009 | -10.92% | 15.95% | 15.54% | 6.02% |
2008 | -9.47% | -2.75% | -8.45% | -22.00% |
2007 | 0.61% | 6.21% | 2.04% | -3.40% |
2006 | 4.17% | -1.51% | 5.61% | 6.64% |
2005 | -2.19% | 1.36% | 3.55% | 2.03% |
2004 | 1.64% | 1.68% | -1.91% | 9.13% |
2003 | -3.22% | 15.35% | 2.57% | 12.14% |
2002 | 0.21% | -13.48% | -17.29% | 8.36% |
2001 | -11.92% | 5.78% | -14.71% | 10.62% |
2000 | 2.25% | -2.71% | -1.00% | -7.87% |
1999 | 4.83% | 6.98% | -6.29% | 14.78% |
1998 | 13.90% | 3.22% | -9.99% | 21.32% |
1997 | 2.58% | 17.44% | 7.39% | 2.82% |
1996 | 5.39% | 4.39% | 3.00% | 8.34% |
1995 | 9.57% | 9.39% | 7.78% | 5.91% |
1994 | -3.81% | 0.13% | 4.76% | -0.08% |
1993 | 2.61% | -- | -- | -- |
Rank in Category (By Total Return)
YTD | 30 |
1-Month | 43 |
3-Month | 35 |
1-Year | 34 |
3-Year | 27 |
5-Year | 28 |
Load Adjusted Returns
1-Year | 26.85% |
3-Year | 9.14% |
5-Year | 15.69% |
10-Year | 12.75% |
Performance & Risk
YTD Return | 17.39% |
5y Average Return | 14.71% |
Rank in Category (ytd) | 30 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 1.00 |
Morningstar Risk Rating |
Fund Overview
Category | Large Blend |
Fund Family | BNY Mellon |
Net Assets | 1.84B |
YTD Return | 19.33% |
Yield | 1.11% |
Morningstar Rating | |
Inception Date | Sep 30, 1993 |
Fund Summary
To pursue its goal, the fund normally invests at least 95% of its total assets in common stocks included in the S&P 500® Index. To replicate index performance, its portfolio managers use a passive management approach and generally purchase all of the securities comprising the S&P 500® Index.
Related Tickers
RYMNX Rydex Precious Metals A
39.59
+5.57%
RYPMX Rydex Precious Metals Inv
42.70
+5.56%
RYMPX Rydex Precious Metals H
37.98
+5.56%
RYZCX Rydex Precious Metals C
30.77
+5.56%
UOPIX ProFunds UltraNASDAQ-100 Fund
98.62
+4.33%
UOPSX ProFunds UltraNASDAQ-100 Fund
68.05
+4.32%
RYVYX Rydex NASDAQ-100 2x Strategy H
499.26
+4.30%
RYVLX Rydex NASDAQ-100 2x Strategy A
499.41
+4.30%
RYCCX Rydex NASDAQ-100 2x Strategy C
359.58
+4.30%
FEGOX First Eagle Gold C
26.44
+4.18%
SGGDX First Eagle Gold A
29.33
+4.15%
FEGIX First Eagle Gold I
30.36
+4.15%
FEURX First Eagle Gold R6
30.45
+4.14%
PGKZX Prudential Investment Portfolios 12 - PGIM Jennison Technology Fund
25.16
+3.45%
PGKRX PGIM Jennison Technology R6
25.20
+3.45%
PGKAX PGIM Jennison Technology A
24.74
+3.43%
PGKCX PGIM Jennison Technology C
23.54
+3.43%
ALGYX Alger Focus Equity Y
69.89
+3.31%
ALZFX Alger Focus Equity Z
69.62
+3.31%
ALAFX Alger Focus Equity A
66.82
+3.31%
ALCFX Alger Focus Equity C
59.98
+3.31%
ALGRX Alger Focus Equity I
67.37
+3.30%
BGSRX BlackRock Technology Opportunities Fund
62.15
+3.17%
BSTSX BlackRock Technology Opportunities Svc
63.80
+3.17%
BGSCX BlackRock Technology Opportunities Fund
49.16
+3.17%
BGSIX BlackRock Technology Opportunities Fund
68.73
+3.17%
BGSAX BlackRock Technology Opportunities Fund
62.24
+3.17%
BTEKX BlackRock Technology Opportunities K
68.93
+3.16%
JAGTX Janus Henderson Glb Tech and Innovt T
63.65
+3.06%
JATNX Janus Henderson Global Technology and Innovation Fund
64.72
+3.06%
JAGCX Janus Henderson Glb Tech and Innovt C
51.60
+3.06%
JNGTX Janus Henderson Glb Tech and Innovt D
64.57
+3.05%
JATIX Janus Henderson Global Technology and Innovation Fund
65.45
+3.04%
JATSX Janus Henderson Global Technology and Innovation Fund
59.69
+3.04%
JATAX Janus Henderson Global Technology and Innovation Fund
61.84
+3.03%
AVALX Aegis Value I
38.02
+2.92%
SPFZX PGIM Jennison Focused Growth Z
27.60
+2.53%
PSGQX PGIM Jennison Focused Growth R6
27.68
+2.52%
SPFAX PGIM Jennison Focused Growth A
24.50
+2.51%
SPFCX PGIM Jennison Focused Growth C
16.93
+2.48%
BGLKX Baillie Gifford Long Term Global Growth Fund
29.41
+2.44%
BGLTX Baillie Gifford Long Term Global Growth Fund
29.39
+2.43%
BSGLX Baillie Gifford Long Term Global Gr I
29.23
+2.42%
INPIX ProFunds Internet UltraSector Inv
41.64
+2.41%
NWHQX Nationwide Bailard Tech & Sci M
31.92
+2.41%
INPSX ProFunds Internet UltraSector Svc
26.58
+2.39%
NWHTX Nationwide Bailard Tech & Sci R6
31.77
+2.38%
NWHOX Nationwide Bailard Tech & Sci A
28.38
+2.38%
DXQLX Direxion Monthly NASDAQ-100 Bull 1.75X Fund
81.42
+1.71%
NWHUX Nationwide Bailard Tech & Sci Instl Svc
31.60
+2.36%
TBDQX PGIM Jennison Diversified Growth R6
19.77
+2.33%
TBDAX PGIM Jennison Diversified Growth A
19.50
+2.31%
JRAIX Janus Henderson Research I
80.75
+2.31%
JRANX Janus Henderson Research N
80.86
+2.30%
JNRFX Janus Henderson Research D
80.90
+2.30%
JRAAX Janus Henderson Research A
79.66
+2.30%
JAMRX Janus Henderson Research Fund
80.78
+2.29%
JRACX Janus Henderson Research C
69.67
+2.29%
JRASX Janus Henderson Research S
77.31
+2.29%
JRARX Janus Henderson Research R
77.76
+2.29%
TBDZX PGIM Jennison Diversified Growth Z
19.76
+2.28%
PJFOX PGIM Jennison Growth R2
67.22
+2.27%
PJFZX PGIM Jennison Growth Z
69.50
+2.27%
PJFPX PGIM Jennison Growth R4
68.67
+2.26%
PJFAX PGIM Jennison Growth A
60.57
+2.26%
PJFQX PGIM Jennison Growth R6
70.09
+2.26%
TARKX Tarkio
28.51
+2.26%
PJFCX PGIM Jennison Growth C
39.38
+2.26%
PJGRX PGIM Jennison Growth R
48.03
+2.26%
JLGRX JPMorgan Large Cap Growth R5
76.34
+2.25%
JLGZX JPMorgan Large Cap Growth R2
66.80
+2.25%
JLGMX JPMorgan Large Cap Growth R6
77.36
+2.25%
OLGAX JPMorgan Large Cap Growth A
71.48
+2.25%
OLGCX JPMorgan Large Cap Growth C
46.90
+2.25%
JLGPX JPMorgan Large Cap Growth R3
71.95
+2.25%
JLGQX JPMorgan Large Cap Growth R4
73.40
+2.24%
SEEGX JPMorgan Large Cap Growth I
73.58
+2.24%
URNQX Victory Nasdaq 100 Index Fund
48.32
+2.18%
UANQX Victory Nasdaq 100 Index Fund
48.00
+2.17%
RYHOX Rydex NASDAQ-100 H
71.71
+2.17%
RYATX Rydex NASDAQ-100 A
71.73
+2.16%
RYOCX Rydex NASDAQ-100 Inv
80.79
+2.16%
OTPIX ProFunds NASDAQ-100 Inv
165.88
+2.16%
UCNQX Victory Nasdaq 100 Index Fund
46.83
+2.16%
USNQX Victory Nasdaq 100 Index Fund
48.26
+2.16%
UINQX Victory Nasdaq 100 Index Fund
48.31
+2.16%
OTPSX ProFunds NASDAQ-100 Svc
127.43
+2.16%
RYCOX Rydex NASDAQ-100 C
57.39
+2.15%
PRJQX PGIM Jennison Global Opportunities R6
47.16
+2.14%
PRJZX PGIM Jennison Global Opportunities Z
46.70
+2.14%
PRJAX PGIM Jennison Global Opportunities A
45.43
+2.14%
PRJCX PGIM Jennison Global Opportunities C
40.70
+2.13%
BMCCX BlackRock Advantage Large Cap Gr Inv C
18.69
+2.13%
PRJDX PGIM Jennison Global Opportunities R4
46.49
+2.13%
BMCRX BlackRock Advantage Large Cap Gr R
25.41
+2.13%
BMCAX BlackRock Advantage Large Cap Gr Inv A
24.06
+2.12%
PRJBX PGIM Jennison Global Opportunities R2
45.77
+2.12%
MOWNX Moerus Worldwide Value N
16.42
+2.11%
MOWIX Moerus Worldwide Value Institutional
16.47
+2.11%
BMCKX BlackRock Advantage Large Cap Gr K
25.74
+2.10%