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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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 8.54%
Worst 1Y Total Return --
Number of Years Up 19
Number of Years Down 4

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

Risk Statistics

3 Years 5 Years 10 Years
MIBDXCategory AverageMIBDXCategory AverageMIBDXCategory Average
Alpha -0.4 0 -0.01 0 -0.3 0
BETA 1 0.01 1.01 0.01 1 0.01
Mean Annual Return 0.03 0 -0.02 0 0.11 0
R-squared 99.66 0.84 99.19 0.86 98.11 0.86
Standard Deviation 7.7 0.04 6.46 0.03 5.04 0.03
Sharpe Ratio -0.54 0.01 -0.47 0.01 -0.14 0.01
Treynor Ratio -4.5 0.07 -3.2 0.02 -0.82 0.03

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