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DRAKX: BNY MELLON SUSTAINABLE BALANCED FUND CLASS K (MUTUAL FUND)
Basic Info
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/03/2019 |
Last Dividend Date: | 12/22/2021 |
12-Mo. Yield | 0.00% |
Expenses | 0.40% |
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Performance Analytics (As of 12/09/2022)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -18.7 | 1.7 | 5.5 | -19.4 | 8.1 | 14.2 | 20.4 |
Sharpe Ratio | NA | -1.46 | 0.09 | 0.39 | -1.58 | 1.07 | 0.8 | 3.09 |
Draw Down(%) | NA | 22.5 | 22.9 | 22.9 | 22.5 | 4.1 | 18.7 | 3.1 |
Standard Deviation(%) | NA | 13.6 | 13.4 | 12.2 | 13.8 | 7.6 | 17.4 | 6.3 |
Treynor Ratio | NA | -0.26 | 0.02 | 0.06 | -0.28 | 0.1 | 0.29 | 0.48 |
Alpha | NA | -0.05 | -0.01 | -0.01 | -0.04 | -0.01 | 0.01 | 0.03 |
Beta | NA | 0.76 | 0.8 | 0.79 | 0.77 | 0.82 | 0.47 | 0.4 |
RSquared | NA | 0.81 | 0.88 | 0.87 | 0.82 | 0.82 | 0.9 | 0.72 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.9 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/30/2017
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