Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MOTMX (BNY MELLON MUNICIPAL OPPORTUNITIES FUND CLASS M) 101.37% 109.77% 31.12% 16.16% 10.10% 8.98% NA
Data as of 01/16/2026, Common starting date is 10/23/2008
More Performance Analytics Comparison
Name Start Date End Date
MOTMX (BNY MELLON MUNICIPAL OPPORTUNITIES FUND CLASS M) 10/23/2008 01/16/2026
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 (%) 0.20 109.77 31.12 16.16 10.10 8.98 NA 101.37 0.52 3.31 7.83 -11.41 3.37 4.93 7.87 2.54 6.16 -0.11 3.25 11.53 -3.12 10.79 9.14 -2.05 14.65 1.33
Sharpe Ratio NA 1.45 0.66 0.42 0.37 NA NA 2,775,427.99 -0.48 -0.95 0.82 -2.56 1.83 0.53 3.72 0.73 2.76 -0.12 1.72 5.69 -0.80 4.18 2.85 -0.54 3.09 1.08
Standard Deviation(%) NA 69.70 40.34 31.35 22.37 NA NA 331.87 4.98 3.46 4.38 5.01 1.83 8.87 1.74 1.69 2.01 2.65 1.88 2.02 3.96 2.59 3.20 3.99 4.70 6.71
Draw Down(%) NA 5.54 6.12 15.81 15.81 NA NA 0.16 5.54 2.44 6.12 15.23 2.27 14.31 1.46 1.23 1.37 5.18 2.28 1.17 7.98 2.16 3.17 8.37 5.65 5.93
Yield(%) 0.00 3.88 3.57 2.95 3.19 3.89 3.22 0.00 3.85 3.40 3.46 2.68 2.55 2.88 3.24 3.40 3.41 3.56 3.46 3.85 5.21 4.69 2.68 0.00 0.00 0.00
Data as of 01/16/2026, 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
MOTMX (BNY MELLON MUNICIPAL OPPORTUNITIES FUND CLASS M) -2.34%
Oct 2020 – Oct 2023
0.55%
Oct 2018 – Oct 2023
2.03%
Oct 2012 – Oct 2022
3.04%
Aug 2010 – Aug 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MOTMX (BNY MELLON MUNICIPAL OPPORTUNITIES FUND CLASS M) 7.40%
Aug 2013 – Aug 2016
6.54%
Mar 2011 – Mar 2016
5.50%
Jan 2011 – Jan 2021
4.15%
Dec 2008 – Dec 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return