Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BMIYX (BNY MELLON INCOME STOCK FUND CLASS Y) | NA | 7.04% | 11.32% | 14.17% | 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 |
|---|---|---|
| BMIYX (BNY MELLON INCOME STOCK FUND CLASS Y) | 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 | 7.04 | 11.32 | 14.17 | NA | NA | NA | … | … | 10.68 | 14.52 | 9.85 | 4.31 | 31.06 | -1.96 | 28.30 | -8.35 | 15.19 | 10.28 |
| Sharpe Ratio | NA | 0.26 | 0.64 | 0.79 | NA | NA | NA | … | … | 0.53 | 1.00 | 0.49 | 0.15 | 2.06 | -0.05 | 2.18 | -0.64 | 1.99 | 1.50 |
| Standard Deviation(%) | NA | 15.72 | 13.22 | 15.04 | NA | NA | NA | … | … | 15.74 | 10.86 | 12.68 | 19.63 | 15.09 | 42.10 | 12.30 | 15.33 | 7.35 | 11.93 |
| Draw Down(%) | NA | 13.89 | 15.08 | 15.08 | NA | NA | NA | … | … | 13.89 | 8.70 | 10.05 | 14.84 | 6.59 | 44.14 | 6.93 | 19.42 | 4.40 | 6.44 |
| Yield(%) | 0.00 | 20.70 | 17.53 | 19.02 | 13.33 | 8.89 | 6.67 | … | … | 21.40 | 21.63 | 12.73 | 21.94 | 23.10 | 2.13 | 11.66 | 10.23 | 9.74 | 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 |
|---|---|---|---|---|
| BMIYX (BNY MELLON INCOME STOCK FUND CLASS Y) |
-4.44%
Mar 2017 – Mar 2020 |
7.92%
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 |
|---|---|---|---|---|
| BMIYX (BNY MELLON INCOME STOCK FUND CLASS Y) |
25.90%
Mar 2020 – Mar 2023 |
21.04%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart