Nasdaq - Delayed Quote USD

BNY Mellon Institutional S&P 500 Stock Index Fund (DSPIX)

60.89 +0.64 (+1.06%)
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
2024
--
--
2023
26.03%
22.32%
2022
-18.30%
-16.96%
2021
28.48%
26.07%
2020
18.18%
15.83%
2019
31.29%
28.78%
2018
-4.59%
-6.27%
2017
21.59%
20.44%

2016
11.74%
10.37%
2015
1.20%
-1.07%
2014
13.45%
10.96%
2013
32.18%
31.50%
2012
15.79%
14.96%
2011
1.97%
-1.27%
2010
14.93%
14.01%
2009
26.52%
28.17%
2008
-37.12%
-37.79%
2007
5.33%
6.16%
2006
15.55%
14.17%
2005
4.75%
5.88%
2004
10.63%
10.02%
2003
28.40%
27.05%
2002
-22.29%
-22.25%
2001
-12.09%
-13.50%
2000
-9.26%
-6.31%
1999
20.62%
20.16%
1998
28.38%
22.39%
1997
33.02%
28.37%
1996
22.76%
20.76%
1995
36.82%
32.35%
1994
0.83%
-0.93%
1993
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
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.

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