Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIISX (BNY MELLON INCOME STOCK FUND INVESTOR SHARES) | NA | 30.85% | 18.69% | 18.83% | 13.69% | 13.03% | 9.87% | … | … |
Data as of 12/12/2025, Common starting date is 07/30/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIISX (BNY MELLON INCOME STOCK FUND INVESTOR SHARES) | 07/30/2001 | 12/12/2025 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 30.85 | 18.69 | 18.83 | 13.69 | 13.03 | 9.87 | … | … | 34.95 | 14.08 | 9.61 | 4.20 | 30.57 | -2.07 | 28.00 | -8.57 | 14.86 | 16.84 | 0.49 | 10.13 | 33.96 | 14.50 | 3.23 | 14.05 | 22.78 | -36.17 | 3.29 | 15.47 | 7.88 | 13.10 | 24.06 | -21.77 | -8.63 |
| Sharpe Ratio | NA | 1.07 | 0.86 | 0.92 | 0.61 | NA | NA | … | … | 1.29 | 0.97 | 0.48 | 0.14 | 2.02 | -0.05 | 2.14 | -0.65 | 1.94 | 1.24 | 0.03 | 0.90 | 3.07 | 1.24 | 0.15 | 0.71 | 0.72 | -0.85 | 0.01 | 1.28 | 0.53 | 1.14 | 1.52 | -0.98 | -1.07 |
| Standard Deviation(%) | NA | 26.13 | 17.81 | 17.66 | 19.90 | NA | NA | … | … | 26.54 | 10.80 | 12.54 | 19.63 | 15.09 | 42.07 | 12.38 | 15.33 | 7.36 | 13.43 | 15.14 | 11.18 | 11.05 | 11.71 | 21.08 | 19.62 | 31.54 | 43.54 | 16.81 | 9.43 | 10.52 | 10.66 | 15.34 | 23.28 | 20.10 |
| Draw Down(%) | NA | 13.86 | 13.86 | 14.96 | 44.15 | NA | NA | … | … | 13.86 | 8.71 | 9.96 | 14.96 | 6.60 | 44.15 | 6.97 | 19.54 | 4.66 | 9.77 | 12.66 | 9.01 | 5.10 | 9.78 | 18.03 | 16.79 | 30.53 | 48.30 | 11.26 | 7.69 | 6.43 | 7.64 | 12.75 | 30.65 | 17.83 |
| Yield(%) | 0.00 | 37.98 | 22.51 | 21.84 | 15.65 | 15.94 | 9.68 | … | … | 39.12 | 20.76 | 12.17 | 21.28 | 22.46 | 1.89 | 11.23 | 9.88 | 9.39 | 5.76 | 10.50 | 12.76 | 6.62 | 3.66 | 2.57 | 1.68 | 1.69 | 7.39 | 21.14 | 10.42 | 4.35 | 11.08 | 2.72 | 0.00 | 0.03 |
Data as of 12/12/2025, Common starting date is 07/30/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIISX (BNY MELLON INCOME STOCK FUND INVESTOR SHARES) |
-16.90%
Feb 2006 – Feb 2009 |
-6.90%
Feb 2004 – Feb 2009 |
1.66%
Sep 2001 – Sep 2011 |
5.04%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIISX (BNY MELLON INCOME STOCK FUND INVESTOR SHARES) |
25.90%
Sep 2022 – Sep 2025 |
25.83%
Mar 2020 – Mar 2025 |
15.55%
Feb 2009 – Feb 2019 |
14.45%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart