Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MOTIX (BNY MELLON MUNICIPAL OPPORTUNITIES FUND INVESTOR) | 0.00% | 3.54% | 3.33% | 0.60% | 2.19% | 3.62% | NA | … | … |
Data as of 01/14/2026, Common starting date is 10/23/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MOTIX (BNY MELLON MUNICIPAL OPPORTUNITIES FUND INVESTOR) | 10/23/2008 | 01/14/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.54 | 3.33 | 0.60 | 2.19 | 3.62 | NA | … | … | 0.00 | 0.36 | 2.84 | 7.46 | -11.56 | 3.05 | 4.76 | 7.51 | 2.03 | 4.85 | -0.28 | 2.98 | 11.19 | -3.26 | 10.52 | 8.97 | -2.05 | 14.65 | 1.33 |
| Sharpe Ratio | NA | -0.28 | -0.17 | -0.52 | 0.10 | NA | NA | … | … | 0.00 | -0.52 | -1.11 | 0.74 | -2.58 | 1.71 | 0.51 | 3.55 | 0.45 | 2.12 | -0.19 | 1.59 | 5.65 | -0.83 | 4.10 | 2.82 | -0.54 | 3.10 | 1.07 |
| Standard Deviation(%) | NA | 4.83 | 4.22 | 4.08 | 4.22 | NA | NA | … | … | 0.00 | 4.91 | 3.39 | 4.35 | 5.03 | 1.77 | 8.87 | 1.72 | 1.61 | 2.00 | 2.60 | 1.86 | 1.98 | 3.95 | 2.57 | 3.17 | 3.96 | 4.69 | 6.75 |
| Draw Down(%) | NA | 5.47 | 6.19 | 16.12 | 16.12 | NA | NA | … | … | 0.00 | 5.47 | 2.44 | 6.19 | 15.45 | 2.27 | 14.30 | 1.39 | 1.35 | 1.37 | 5.16 | 2.35 | 1.18 | 7.98 | 2.16 | 3.17 | 8.29 | 5.65 | 5.93 |
| Yield(%) | 0.00 | 3.05 | 3.12 | 2.62 | 2.86 | 3.56 | 2.95 | … | … | 0.00 | 3.01 | 3.15 | 3.21 | 2.46 | 2.30 | 2.65 | 2.97 | 2.91 | 3.16 | 3.32 | 3.20 | 3.61 | 4.99 | 4.43 | 2.53 | 0.00 | 0.00 | 0.00 |
Data as of 01/14/2026, Common starting date is 10/23/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOTIX (BNY MELLON MUNICIPAL OPPORTUNITIES FUND INVESTOR) |
-2.57%
Oct 2020 – Oct 2023 |
0.30%
Oct 2018 – Oct 2023 |
1.66%
Oct 2012 – Oct 2022 |
2.71%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOTIX (BNY MELLON MUNICIPAL OPPORTUNITIES FUND INVESTOR) |
7.11%
Aug 2013 – Aug 2016 |
6.28%
Mar 2011 – Mar 2016 |
5.13%
Jan 2011 – Jan 2021 |
3.85%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart