Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BMIIX (BNY MELLON INCOME STOCK FUND CLASS I) | NA | 6.99% | 11.32% | 14.13% | NA | NA | NA | … | … |
Data as of 12/11/2025, Common starting date is 06/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMIIX (BNY MELLON INCOME STOCK FUND CLASS I) | 06/01/2016 | 12/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.99 | 11.32 | 14.13 | NA | NA | NA | … | … | 10.61 | 14.48 | 9.81 | 4.37 | 30.92 | -2.01 | 28.38 | -8.35 | 15.05 | 10.41 |
| Sharpe Ratio | NA | 0.26 | 0.64 | 0.79 | NA | NA | NA | … | … | 0.53 | 1.00 | 0.49 | 0.15 | 2.05 | -0.05 | 2.16 | -0.64 | 1.98 | 1.52 |
| Standard Deviation(%) | NA | 15.82 | 13.22 | 15.03 | NA | NA | NA | … | … | 15.84 | 10.85 | 12.56 | 19.65 | 15.06 | 42.16 | 12.46 | 15.29 | 7.31 | 11.95 |
| Draw Down(%) | NA | 13.85 | 15.04 | 15.04 | NA | NA | NA | … | … | 13.85 | 8.68 | 10.03 | 14.93 | 6.59 | 44.10 | 7.02 | 19.50 | 4.50 | 6.44 |
| Yield(%) | 0.00 | 20.64 | 17.50 | 18.97 | 13.31 | 8.87 | 6.66 | … | … | 21.34 | 21.57 | 12.68 | 21.85 | 23.00 | 2.08 | 11.61 | 10.22 | 9.73 | 4.56 |
Data as of 12/11/2025, Common starting date is 06/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMIIX (BNY MELLON INCOME STOCK FUND CLASS I) |
-4.44%
Mar 2017 – Mar 2020 |
7.87%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMIIX (BNY MELLON INCOME STOCK FUND CLASS I) |
25.84%
Mar 2020 – Mar 2023 |
20.99%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart