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Nasdaq - Delayed Quote USD

BNY Mellon Bond Inv (MIBDX)

10.87
+0.02
+(0.18%)
At close: 8:01:38 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.74%
5y Average Return -1.06%
Number of Years Up 19
Number of Years Down 4
Best 1Y Total Return (Apr 15, 2025) 8.54%
Worst 1Y Total Return (Apr 15, 2025) --
Best 3Y Total Return 8.54%
Worst 3Y Total Return -3.74%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MIBDX
Category
YTD
2.77%
-1.22%
1-Month
-0.08%
0.67%
3-Month
2.77%
1.77%
1-Year
4.30%
0.77%
3-Year
0.10%
5.26%
5-Year
-0.44%
3.02%
10-Year
1.16%
3.31%
Last Bull Market
6.29%
3.52%
Last Bear Market
-5.08%
3.25%

Annual Total Return (%) History

Year
MIBDX
Category
2025
--
--
2024
0.75%
--
2023
5.23%
--
2022
-13.76%
--
2021
-1.70%
--
2020
7.59%
7.52%
2019
8.54%
8.06%
2018
-0.80%
-0.50%

2017
3.60%
3.71%
2016
2.34%
3.23%
2015
0.36%
-0.26%
2014
4.39%
5.18%
2013
-2.47%
-1.42%
2012
5.71%
7.01%
2011
5.30%
5.86%
2010
5.56%
7.72%
2009
6.50%
13.97%
2008
5.68%
-4.70%
2007
6.58%
4.70%
2006
3.50%
4.15%
2005
1.49%
1.80%
2004
3.24%
3.91%
2003
4.13%
5.10%
2002
6.82%
8.04%
2001
--
7.64%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.77% -- -- --
2024 -0.72% -0.09% 5.21% -3.45%
2023 3.07% -0.86% -3.35% 6.56%
2022 -6.33% -5.08% -4.69% 1.76%
2021 -2.84% 1.65% -0.10% -0.37%
2020 1.58% 3.94% 0.88% 1.02%
2019 3.10% 2.92% 2.03% 0.25%
2018 -1.71% -0.18% -0.01% 1.13%
2017 0.83% 1.40% 0.95% 0.37%
2016 2.86% 1.73% 0.71% -2.89%

2015 1.45% -1.49% 0.83% -0.40%
2014 1.53% 1.90% -0.29% 1.20%
2013 0.09% -3.12% 0.50% 0.09%
2012 1.47% 1.60% 2.17% 0.36%
2011 0.57% 2.00% 1.56% 1.07%
2010 1.38% 2.70% 2.25% -0.85%
2009 0.32% 2.47% 3.27% 0.32%
2008 2.44% -1.08% -0.27% 4.57%
2007 1.62% -0.73% 2.68% 2.89%
2006 -0.76% -0.26% 3.50% 1.03%
2005 -0.60% 2.53% -0.73% 0.30%
2004 2.37% -2.49% 2.75% 0.65%
2003 1.25% 2.66% -0.18% 0.37%
2002 -0.60% 1.72% 2.82% 2.75%
2001 0.05% -- -- --

Rank in Category (By Total Return)

YTD 34
1-Month 74
3-Month 34
1-Year 92
3-Year 84
5-Year 73

Load Adjusted Returns

1-Year 4.30%
3-Year 0.10%
5-Year -0.44%
10-Year 1.16%

Performance & Risk

YTD Return 1.74%
5y Average Return -1.06%
Rank in Category (ytd) 34
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Intermediate Core Bond
Fund Family BNY Mellon Funds
Net Assets 1.28B
YTD Return 2.77%
Yield 3.38%
Morningstar Rating
Inception Date Jul 11, 2001

Fund Summary

The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in bonds. The investment adviser actively manages the fund's bond market and maturity exposure and credit profile and uses a disciplined process to select bonds and manage risk. Generally, the average effective duration of the fund's portfolio will not exceed eight years. The fund may invest in individual bonds of any duration.

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