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

60.89 +0.64 (+1.06%)
At close: 8:06 AM EDT

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 32.18%
Worst 1Y Total Return --
Number of Years Up 24
Number of Years Down 6

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

Risk Statistics

3 Years5 Years10 Years
DSPIXCategory AverageDSPIXCategory AverageDSPIXCategory Average
Alpha -0.22 -0.01 -0.2 -0.01 -0.2 -0.01
BETA 1 0.01 1 0.01 1 0.01
Mean Annual Return 0.86 0.01 1.36 0.01 1.1 0.01
R-squared 100 0.94 100 0.95 100 0.95
Standard Deviation 17.82 0.17 18.04 0.19 15.27 0.15
Sharpe Ratio 0.38 0 0.77 0.01 0.76 0.01
Treynor Ratio 5.4 0.03 13.26 0.1 11.05 0.1

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