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.
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 32.86% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 25 |
| Number of Years Down | 8 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PESPX | Category Average | PESPX | Category Average | PESPX | Category Average | |
| Alpha | -4.8 | -0.06 | -2.45 | -0.05 | -4.93 | -0.04 |
| BETA | 1.11 | 0.01 | 1.07 | 0.01 | 1.12 | 0.01 |
| Mean Annual Return | 0.5 | 0.01 | 1.43 | 0.01 | 0.78 | 0.01 |
| R-squared | 82.14 | 0.88 | 81.02 | 0.85 | 84.14 | 0.84 |
| Standard Deviation | 21.11 | 0.23 | 20.02 | 0.19 | 18.75 | 0.17 |
| Sharpe Ratio | 0.07 | 0.01 | 0.72 | 0.01 | 0.4 | 0.01 |
| Treynor Ratio | -0.63 | 0.11 | 12.71 | 0.11 | 5.31 | 0.1 |
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