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MIIDX: BNY MELLON INTERMEDIATE BOND FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 11.8 0.01(0.08%) May 14
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (95%) |
Start Date: | 07/30/2001 |
Last Dividend Date: | 04/30/2024 |
12-Mo. Yield | 2.52% |
Expenses | 0.83% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | 0.1 | 2.4 | -0.9 | 0.9 | 1.2 | 1.8 | 2.4 | 2.0 | 5.0 | -7.1 | -1.2 | 5.4 | 5.6 | 0.1 | 1.7 | 1.8 | 0.3 | 1.6 | -1.5 | 3.9 | 3.8 | 4.2 | 5.9 | 5.2 | 6.9 | 3.4 | 0.5 | 1.2 | -2.0 | 1.9 | -0.6 |
Sharpe Ratio | NA | -1.4 | -0.58 | -1.04 | -0.23 | 0.02 | NA | NA | 0.32 | 0.21 | -2.37 | -0.73 | 1.76 | 2.19 | -0.89 | 0.72 | 0.96 | 0.15 | 1.04 | -0.69 | 2.12 | 1.55 | 1.56 | 1.51 | 0.84 | 1.29 | 0.04 | -0.8 | 0.09 | -0.59 | 0.21 | -0.6 |
Draw Down(%) | NA | 1.3 | 2.0 | 10.2 | 10.2 | 10.2 | NA | NA | 10.2 | 2.1 | 9.0 | 1.7 | 5.0 | 1.1 | 1.6 | 0.9 | 2.2 | 1.4 | 0.9 | 3.8 | 0.8 | 1.3 | 2.5 | 2.6 | 3.8 | 1.8 | 1.2 | 1.7 | 4.1 | 5.6 | 3.1 | 4.8 |
Standard Deviation(%) | NA | 2.7 | 3.0 | 3.2 | 2.9 | 2.4 | NA | NA | 2.9 | 3.6 | 3.6 | 1.7 | 2.9 | 1.9 | 1.4 | 1.5 | 1.7 | 2.0 | 1.5 | 2.2 | 1.8 | 2.5 | 2.6 | 3.8 | 5.1 | 3.0 | 2.1 | 2.0 | 3.4 | 4.5 | 3.9 | 5.1 |
Treynor Ratio | NA | -0.09 | -0.04 | -0.08 | -0.02 | 0.0 | NA | NA | 0.02 | 0.02 | -0.21 | -0.03 | 0.1 | 0.08 | -0.03 | 0.02 | 0.04 | 0.01 | 0.04 | -0.03 | 0.08 | 0.09 | 0.09 | 0.11 | 0.08 | 0.07 | 0.0 | -0.04 | 0.0 | -0.04 | 0.02 | -0.07 |
Alpha | NA | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.03 | 0.01 | 0.0 | -0.01 | -0.01 | -0.02 | -0.01 | -0.02 |
Beta | NA | 0.43 | 0.4 | 0.41 | 0.43 | 0.43 | NA | NA | 0.48 | 0.42 | 0.4 | 0.4 | 0.51 | 0.52 | 0.4 | 0.47 | 0.38 | 0.43 | 0.43 | 0.52 | 0.48 | 0.43 | 0.45 | 0.51 | 0.56 | 0.6 | 0.5 | 0.46 | 0.62 | 0.61 | 0.51 | 0.44 |
RSquared | NA | 0.86 | 0.85 | 0.85 | 0.83 | 0.81 | NA | NA | 0.69 | 0.81 | 0.9 | 0.79 | 0.83 | 0.8 | 0.62 | 0.72 | 0.7 | 0.79 | 0.73 | 0.81 | 0.66 | 0.73 | 0.8 | 0.86 | 0.73 | 0.83 | 0.72 | 0.71 | 0.76 | 0.49 | 0.48 | 0.32 |
Yield(%) | N/A | 0.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.1 | 1.9 | 1.8 | 1.9 | 2.0 | 1.9 | 1.9 | 1.9 | 1.7 | 1.9 | 2.5 | 2.5 | 2.9 | 2.7 | 3.9 | 4.4 | 4.2 | 4.0 | 3.8 | 3.3 | 0.0 | 0.0 | 0.5 |
Dividend Growth(%) | N/A | -58.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 9.1 | -8.3 | -27.3 | 3.1 | -13.5 | 8.8 | -30.6 | -10.9 | 7.8 | 4.1 | 2.1 | 14.3 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/18/2001
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