Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFOIX (BNY MELLON FOCUSED EQUITY OPPORTUNITIES FUND INVESTOR SHARES) | NA | 20.49% | 14.18% | 12.26% | 13.92% | NA | NA | … | … |
Data as of 08/18/2023, Common starting date is 10/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFOIX (BNY MELLON FOCUSED EQUITY OPPORTUNITIES FUND INVESTOR SHARES) | 10/02/2009 | 08/18/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 20.49 | 14.18 | 12.26 | 13.92 | NA | NA | … | … | 10.14 | -6.02 | 12.18 | 18.79 | 29.37 | -6.44 | 32.35 | 10.99 | 0.74 | 11.20 | 33.99 | 17.74 | -9.67 | 15.49 | 11.49 |
| Sharpe Ratio | NA | 0.65 | 0.58 | 0.45 | 0.65 | NA | NA | … | … | 1.03 | -0.23 | 0.56 | 0.52 | 2.05 | -0.40 | 3.59 | 0.69 | 0.04 | 0.78 | 2.71 | 1.11 | -0.32 | 0.73 | 3.10 |
| Standard Deviation(%) | NA | 25.71 | 22.11 | 24.46 | 20.13 | NA | NA | … | … | 11.92 | 31.75 | 21.85 | 35.85 | 13.67 | 19.55 | 8.88 | 15.47 | 17.50 | 14.33 | 12.55 | 16.06 | 30.42 | 21.05 | 17.93 |
| Draw Down(%) | NA | 17.65 | 30.11 | 35.90 | 35.90 | NA | NA | … | … | 6.67 | 29.61 | 18.27 | 35.90 | 6.77 | 21.94 | 3.41 | 14.55 | 16.00 | 10.80 | 6.74 | 13.76 | 26.91 | 18.94 | 6.80 |
| Yield(%) | 0.00 | 13.17 | 12.97 | 11.41 | 12.63 | 13.29 | 9.97 | … | … | 0.00 | 11.26 | 17.77 | 8.39 | 8.34 | 15.45 | 13.39 | 9.62 | 8.78 | 18.98 | 9.94 | 0.78 | 0.28 | 0.22 | 0.05 |
Data as of 08/18/2023, Common starting date is 10/02/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFOIX (BNY MELLON FOCUSED EQUITY OPPORTUNITIES FUND INVESTOR SHARES) |
5.01%
Mar 2017 – Mar 2020 |
6.28%
Mar 2015 – Mar 2020 |
9.34%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFOIX (BNY MELLON FOCUSED EQUITY OPPORTUNITIES FUND INVESTOR SHARES) |
25.90%
Dec 2018 – Dec 2021 |
20.55%
Oct 2016 – Oct 2021 |
17.10%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart