Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
MPBLX (BNY MELLON ASSET ALLOCATION FUND CLASS M SHARES) | 6.99% | 15.56% | 6.43% | 5.26% | 5.88% | 6.49% | 5.81% | 5.24% |
Data as of 08/05/2025, AR inception is 10/17/2000
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
MPBLX (BNY MELLON ASSET ALLOCATION FUND CLASS M SHARES) | 10/17/2000 | 08/05/2025 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | -0.83 | 15.56 | 6.43 | 5.26 | 5.88 | 6.49 | 5.81 | 5.24 | 6.99 | 9.14 | 14.13 | -23.07 | 11.29 | 12.29 | 20.22 | -7.02 | 17.03 | 6.15 | -1.58 | 5.91 | 15.42 | 12.16 | -5.33 | 12.51 | 21.56 | -23.02 | 9.29 | 10.28 | 6.75 | 8.91 | 18.24 | -11.18 | -6.86 | 0.00 |
Sharpe Ratio | NA | 0.61 | 0.22 | 0.26 | 0.34 | NA | NA | 0.32 | 0.52 | 0.26 | 1.12 | -1.33 | 1.01 | 0.54 | 2.35 | -0.72 | 3.21 | 0.65 | -0.16 | 0.77 | 1.98 | 1.45 | -0.35 | 1.04 | 1.40 | -1.13 | 0.67 | 1.00 | 0.65 | 1.07 | 2.13 | -1.09 | -0.89 | -0.35 |
Standard Deviation(%) | NA | 12.96 | 12.64 | 12.76 | 12.75 | NA | NA | 11.86 | 14.88 | 9.89 | 8.90 | 18.46 | 11.15 | 22.43 | 8.01 | 11.55 | 5.13 | 9.17 | 9.79 | 7.63 | 7.76 | 8.39 | 15.42 | 11.92 | 15.30 | 21.07 | 9.46 | 7.03 | 7.00 | 7.44 | 8.23 | 11.26 | 10.46 | 12.04 |
Draw Down(%) | NA | 13.14 | 15.29 | 26.92 | 26.92 | NA | NA | 34.74 | 13.14 | 6.90 | 8.62 | 23.28 | 4.91 | 26.82 | 4.27 | 15.21 | 1.54 | 8.15 | 9.92 | 6.03 | 6.55 | 8.20 | 16.75 | 9.50 | 14.86 | 31.80 | 6.23 | 6.85 | 5.23 | 6.54 | 6.54 | 16.75 | 15.35 | 4.52 |
Yield(%) | 0.00 | 4.87 | 2.85 | 2.64 | 4.09 | 4.80 | 4.77 | 4.36 | 0.37 | 5.52 | 1.84 | 1.54 | 2.60 | 1.75 | 8.30 | 5.87 | 5.03 | 2.83 | 6.46 | 6.43 | 8.42 | 2.88 | 2.17 | 1.83 | 2.96 | 6.48 | 12.50 | 13.61 | 3.83 | 1.69 | 1.86 | 0.00 | 0.00 | 0.00 |
Data as of 08/05/2025, AR inception is 10/17/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
MPBLX (BNY MELLON ASSET ALLOCATION FUND CLASS M SHARES) |
-6.68%
Feb 2006 - Feb 2009 |
-1.13%
Feb 2004 - Feb 2009 |
3.46%
Nov 2000 - Nov 2010 |
3.75%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
MPBLX (BNY MELLON ASSET ALLOCATION FUND CLASS M SHARES) |
15.83%
Feb 2009 - Feb 2012 |
13.31%
Feb 2009 - Feb 2014 |
9.29%
Feb 2009 - Feb 2019 |
7.73%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart