Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DRASX (BNY Mellon Sustainable Balanced Fund) | NA | -18.80% | 1.47% | NA | NA | NA | NA | 2.09% |
Data as of 12/09/2022, AR inception is 05/25/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DRASX (BNY Mellon Sustainable Balanced Fund) | 05/25/2018 | 12/09/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -18.80 | 1.47 | NA | NA | NA | NA | 2.09 | -19.58 | 8.16 | 14.16 | 19.06 | -13.40 |
| Sharpe Ratio | NA | -1.47 | 0.07 | NA | NA | NA | NA | 0.09 | -1.59 | 1.08 | 0.80 | 2.91 | -2.55 |
| Standard Deviation(%) | NA | 13.59 | 13.36 | NA | NA | NA | NA | 11.70 | 13.86 | 7.52 | 17.23 | 6.12 | 8.96 |
| Draw Down(%) | NA | 22.59 | 23.00 | NA | NA | NA | NA | 23.00 | 22.59 | 4.18 | 18.66 | 3.09 | 13.84 |
| Yield(%) | 0.00 | 1.34 | 1.66 | 1.60 | 0.80 | 0.53 | 0.40 | 2.00 | 0.00 | 1.46 | 1.82 | 1.72 | 2.97 |
Data as of 12/09/2022, AR inception is 05/25/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRASX (BNY Mellon Sustainable Balanced Fund) |
1.47%
Nov 2019 - Nov 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRASX (BNY Mellon Sustainable Balanced Fund) |
14.73%
Dec 2018 - Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart