Nasdaq - Delayed Quote USD
BNY Mellon MidCap Index Fund (PESPX)
25.26
-1.80
(-6.65%)
As of 8:08:56 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -4.21% |
| 5y Average Return | 17.99% |
| Number of Years Up | 25 |
| Number of Years Down | 8 |
| Best 1Y Total Return (Apr 2, 2025) | 32.86% |
| Worst 1Y Total Return (Apr 2, 2025) | -- |
| Best 3Y Total Return | 32.86% |
| Worst 3Y Total Return | 4.36% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PESPX
Category
- YTD
- -6.23%
- 17.04%
- 1-Month
- -5.53%
- -0.01%
- 3-Month
- -6.23%
- 5.47%
- 1-Year
- -3.17%
- 50.44%
- 3-Year
- 3.91%
- 13.15%
- 5-Year
- 16.36%
- 13.75%
- 10-Year
- 7.91%
- 11.35%
- Last Bull Market
- 18.37%
- 25.95%
- Last Bear Market
- -15.52%
- -22.55%
Annual Total Return (%) History
Year
PESPX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -6.23% | -- | -- | -- |
| 2024 | 9.83% | -3.56% | 6.84% | 0.22% |
| 2023 | 3.69% | 4.72% | -4.33% | 11.56% |
| 2022 | -4.99% | -15.52% | -2.58% | 10.60% |
| 2021 | 13.32% | 3.51% | -1.88% | 7.87% |
| 2020 | -29.83% | 23.94% | 4.66% | 24.26% |
| 2019 | 14.29% | 2.92% | -0.18% | 6.93% |
| 2018 | -0.92% | 4.18% | 3.75% | -17.36% |
| 2017 | 3.77% | 1.87% | 3.11% | 6.13% |
| 2016 | 3.68% | 3.89% | 4.03% | 7.30% |
| 2015 | 5.18% | -1.16% | -8.60% | 2.48% |
| 2014 | 2.94% | 4.23% | -4.06% | 6.25% |
| 2013 | 13.30% | 0.89% | 7.41% | 8.22% |
| 2012 | 13.32% | -5.11% | 5.31% | 3.49% |
| 2011 | 9.24% | -0.82% | -20.00% | 12.83% |
| 2010 | 8.94% | -9.71% | 13.05% | 13.34% |
| 2009 | -8.59% | 18.65% | 19.81% | 5.47% |
| 2008 | -8.92% | 5.34% | -10.96% | -25.61% |
| 2007 | 5.68% | 5.69% | -0.95% | -2.77% |
| 2006 | 7.59% | -3.26% | -1.20% | 6.85% |
| 2005 | -0.53% | 4.15% | 4.79% | 3.21% |
| 2004 | 4.92% | 0.86% | -2.22% | 12.04% |
| 2003 | -4.52% | 17.45% | 6.43% | 13.07% |
| 2002 | 6.55% | -9.45% | -16.68% | 5.71% |
| 2001 | -10.85% | 13.03% | -16.67% | 17.88% |
| 2000 | 12.44% | -3.40% | 12.00% | -4.03% |
| 1999 | -6.53% | 13.97% | -8.52% | 17.00% |
| 1998 | 10.88% | -2.22% | -14.57% | 27.84% |
| 1997 | -1.55% | 14.54% | 15.95% | 0.60% |
| 1996 | 6.05% | 2.63% | 2.85% | 5.87% |
| 1995 | 8.01% | 8.73% | 9.63% | 1.24% |
| 1994 | -3.84% | -3.75% | 6.66% | -2.71% |
| 1993 | 3.15% | 2.32% | 4.96% | 2.47% |
| 1992 | -0.41% | -3.09% | 3.82% | 11.72% |
| 1991 | 9.54% | 11.89% | -- | -- |
Rank in Category (By Total Return)
| YTD | 74 |
| 1-Month | 64 |
| 3-Month | 74 |
| 1-Year | 77 |
| 3-Year | 61 |
| 5-Year | 46 |
Load Adjusted Returns
| 1-Year | -3.17% |
| 3-Year | 3.91% |
| 5-Year | 16.36% |
| 10-Year | 7.91% |
Performance & Risk
| YTD Return | -4.21% |
| 5y Average Return | 17.99% |
| Rank in Category (ytd) | 74 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.11 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Blend |
| Fund Family | BNY Mellon |
| Net Assets | 1.37B |
| YTD Return | -6.23% |
| Yield | 1.12% |
| Morningstar Rating | |
| Inception Date | Jun 19, 1991 |
Fund Summary
To pursue its goal, the fund generally is fully invested in stocks included in the S&P MidCap 400® Index and in futures whose performance is tied to the index. It generally invests in all of the stocks in the S&P MidCap 400® Index in proportion to their weighting in the index. The S&P MidCap 400® Index is an unmanaged index of 400 common stocks of medium-size companies.
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