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
MPLCX (BNY Mellon Large Cap Stock Fund Class M Share) NA 17.84% 19.90% 14.21% 13.71% 8.56% 7.32%
Data as of 12/31/2021, Common starting date is 10/17/2000
More Performance Analytics Comparison
Name Start Date End Date
MPLCX (BNY Mellon Large Cap Stock Fund Class M Share) 10/17/2000 12/31/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000
Annualized Return (%) 0.00 17.84 19.90 14.21 13.71 8.56 7.32 17.84 16.50 25.55 -6.60 21.77 8.83 -0.59 15.42 27.41 17.67 -6.38 17.07 27.24 -39.44 10.20 11.61 6.14 7.32 23.10 -23.17 -14.90 -3.86
Sharpe Ratio NA 1.79 0.88 0.72 0.82 NA NA 1.79 0.47 1.91 -0.45 3.08 0.64 -0.04 1.33 2.42 1.26 -0.25 0.85 0.97 -0.99 0.43 0.79 0.38 0.57 1.36 -0.99 -0.80 -0.84
Standard Deviation(%) NA 9.98 22.03 19.03 16.41 NA NA 9.98 34.59 12.65 17.50 6.89 13.47 15.55 11.54 11.32 14.15 25.24 19.94 27.99 40.82 16.83 10.60 10.45 11.24 16.43 24.54 21.90 26.01
Draw Down(%) NA 4.78 34.58 34.58 34.58 NA NA 4.78 34.58 7.47 20.22 2.55 11.08 12.84 7.72 5.69 12.30 23.76 16.74 26.25 49.90 10.16 8.57 7.32 9.56 12.99 30.92 30.58 12.82
Yield(%) 0.00 0.18 10.08 11.28 13.23 8.05 7.13 0.18 12.32 16.57 15.67 14.57 5.62 10.86 19.97 52.38 6.30 0.93 0.88 1.14 2.01 16.95 3.35 0.87 0.92 0.75 0.00 0.00 0.00
Data as of 12/31/2021, Common starting date is 10/17/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MPLCX (BNY Mellon Large Cap Stock Fund Class M Share) -15.83%
Feb 2006 – Feb 2009
-7.44%
Feb 2004 – Feb 2009
-0.51%
Nov 2000 – Nov 2010
2.75%
Jan 2001 – Jan 2016
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MPLCX (BNY Mellon Large Cap Stock Fund Class M Share) 23.51%
Feb 2009 – Feb 2012
20.69%
Feb 2009 – Feb 2014
14.91%
Feb 2009 – Feb 2019
9.20%
Jul 2006 – Jul 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return