Nasdaq - Delayed Quote USD

BNY Mellon Small Cap Gr Y (SSYGX)

36.54 +0.21 (+0.58%)
At close: 6:45 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.77%
5y Average Return 8.10%
Number of Years Up 6
Number of Years Down 4
Best 1Y Total Return (Jun 26, 2024) 71.20%
Worst 1Y Total Return (Jun 26, 2024) --
Best 3Y Total Return 71.20%
Worst 3Y Total Return -8.22%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SSYGX
Category
YTD
2.07%
12.40%
1-Month
5.22%
3.37%
3-Month
1.21%
4.88%
1-Year
11.63%
55.69%
3-Year
-6.51%
19.34%
5-Year
8.48%
20.72%
10-Year
10.36%
13.98%
Last Bull Market
23.86%
27.85%
Last Bear Market
-20.99%
-24.06%

Annual Total Return (%) History

Year
SSYGX
Category
2024
--
--
2023
11.73%
--
2022
-27.53%
--
2021
-4.52%
--
2020
71.20%
38.62%
2019
34.66%
27.68%
2018
-2.84%
-5.76%
2017
20.77%
21.50%

2016
16.66%
11.20%
2015
-2.27%
-2.41%
2014
1.66%
2.44%
2013
--
40.91%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.66% -- -- --
2023 4.46% 4.90% -7.07% 9.71%
2022 -11.73% -20.99% 3.02% 0.86%
2021 -2.65% 4.66% -5.60% -0.73%
2020 -13.90% 42.14% 9.77% 27.44%
2019 24.03% 4.15% -8.29% 13.67%
2018 4.61% 12.01% 6.28% -21.98%
2017 3.58% 5.04% 6.34% 4.39%
2016 -4.34% 5.78% 11.34% 3.56%
2015 7.81% 6.02% -15.39% 1.06%

2014 0.38% -3.17% -5.09% 10.20%
2013 10.00% -- -- --

Rank in Category (By Total Return)

YTD 75
1-Month 36
3-Month 34
1-Year 83
3-Year 76
5-Year 53

Load Adjusted Returns

1-Year 11.63%
3-Year -6.51%
5-Year 8.48%
10-Year 10.36%

Performance & Risk

YTD Return 2.77%
5y Average Return 8.10%
Rank in Category (ytd) 75
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family BNY Mellon
Net Assets 10.92M
YTD Return 2.07%
Yield 0.00%
Morningstar Rating
Inception Date Dec 23, 1996

Fund Summary

The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of small-cap U.S. companies. The adviser currently considers small-cap companies to be those companies with total market capitalizations that are equal to or less than the total market capitalization of the largest company included in the Russell 2000® Growth Index, the fund's benchmark index. The fund's investment strategy may lead it to emphasize certain sectors, such as information technology, communication services, health care, consumer discretionary and industrials.

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