BNY Mellon Large Cap Stock Fund Class M Share MPLCX

6.27 0.00 (0.00%) as of Dec 31, 2021

Overview


Dividend 0.00
Ex-Dividend Date May 28, 2021
Annualized Return (1Y) 17.84%
Annualized Return (3Y) 19.90%
Annualized Return (5Y) 14.21%
Annualized Return (10Y) 13.71%
Annualized Return (15Y) 8.56%
Close 6.27
Previous Close 6.27
Worst 3Y Roll AR -15.83%
Worst 5Y Roll AR -7.44%
Worst 10Y Roll AR -0.51%
Worst 15Y Roll AR 2.75%
Inception Date Oct 17, 2000
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Dividends


BNY Mellon Large Cap Stock Fund Class M Share (MPLCX) Dividend Information

BNY Mellon Large Cap Stock Fund Class M Share (MPLCX) dividend growth in the last 12 months is -98.53%

The trailing 12-month yield of BNY Mellon Large Cap Stock Fund Class M Share is 0.18%. Its dividend history:

Pay Date Cash Amount
May 28, 2021 $0.0012
Apr 30, 2021 $0.0006
Mar 31, 2021 $0.0033
Feb 26, 2021 $0.0026
Jan 29, 2021 $0.0017
Dec 07, 2020 $0.59
Nov 30, 2020 $0.0034
Oct 30, 2020 $0.0038
Sep 30, 2020 $0.0028
Aug 31, 2020 $0.0052

BNY Mellon Large Cap Stock Fund Class M Share (MPLCX) Dividend Calculator

$
Total Dividend Accrued
$ 1,460.00
Annualized Dividend Yield
10.68 %

Dividend Growth History for BNY Mellon Large Cap Stock Fund Class M Share (MPLCX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2021
2021 $0.0094 0.18% -98.53% -
2020 $0.6382 12.32% -18.76% -98.53%
2019 $0.7856 16.57% -17.79% -89.06%
2018 $0.9556 15.67% 14.86% -78.57%
2017 $0.832 14.57% 173.68% -67.40%
2016 $0.304 5.62% -54.69% -50.11%
2015 $0.671 10.86% -47.66% -50.90%
2014 $1.282 19.97% -73.31% -50.45%
2013 $4.803 52.38% 834.44% -54.14%
2012 $0.514 6.30% 526.83% -35.89%
2011 $0.082 0.93% 22.39% -19.47%
2010 $0.067 0.88% -4.29% -16.35%
2009 $0.07 1.14% -65.00% -15.41%
2008 $0.2 2.01% -89.08% -20.96%
2007 $1.832 16.95% 437.24% -31.38%
2006 $0.341 3.35% 315.85% -21.29%
2005 $0.082 0.87% 0.00% -12.66%
2004 $0.082 0.92% 43.86% -11.96%
2003 $0.057 0.75% - -9.53%

Dividend Growth Chart for BNY Mellon Large Cap Stock Fund Class M Share (MPLCX)


Performance


Compare

BNY Mellon Large Cap Stock Fund Class M Share (MPLCX) Historical Returns And Risk Info

From 10/17/2000 to 12/31/2021, the compound annualized total return (dividend reinvested) of BNY Mellon Large Cap Stock Fund Class M Share (MPLCX) is 5.878% . Its cumulative total return (dividend reinvested) is 235.995% .

From 10/17/2000 to 12/31/2021, the Maximum Drawdown of BNY Mellon Large Cap Stock Fund Class M Share (MPLCX) is 56.0%.

From 10/17/2000 to 12/31/2021, the Sharpe Ratio of BNY Mellon Large Cap Stock Fund Class M Share (MPLCX) is 0.25.

From 10/17/2000 to 12/31/2021, the Annualized Standard Deviation of BNY Mellon Large Cap Stock Fund Class M Share (MPLCX) is 19.8%.

From 10/17/2000 to 12/31/2021, the Beta of BNY Mellon Large Cap Stock Fund Class M Share (MPLCX) is 1.0.

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% 8.43% 5.89%
VLACX (VANGUARD LARGE-CAP INDEX FUND INVESTOR SHARES) NA 26.87% 26.25% 18.34% 16.26% 10.69% NA 10.61% 10.62%
Data as of 12/31/2021, Common starting date is 02/03/2004

Return Calculator for BNY Mellon Large Cap Stock Fund Class M Share (MPLCX)

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BNY Mellon Large Cap Stock Fund Class M Share (MPLCX) Historical Return Chart


Calculators


Dollar Cost Average Calculator for BNY Mellon Large Cap Stock Fund Class M Share (MPLCX)

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Retirement Spending Calculator for BNY Mellon Large Cap Stock Fund Class M Share (MPLCX)

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Rolling Returns


A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 10/17/2000 to 12/31/2021, the worst annualized return of 3-year rolling returns for BNY Mellon Large Cap Stock Fund Class M Share (MPLCX) is -15.83%.
From 10/17/2000 to 12/31/2021, the worst annualized return of 5-year rolling returns for BNY Mellon Large Cap Stock Fund Class M Share (MPLCX) is -7.44%.
From 10/17/2000 to 12/31/2021, the worst annualized return of 10-year rolling returns for BNY Mellon Large Cap Stock Fund Class M Share (MPLCX) is -0.51%.
From 10/17/2000 to 12/31/2021, the worst annualized return of 20-year rolling returns for BNY Mellon Large Cap Stock Fund Class M Share (MPLCX) is 5.37%.

Drawdowns


BNY Mellon Large Cap Stock Fund Class M Share (MPLCX) Maximum Drawdown



Related Articles for BNY Mellon Large Cap Stock Fund Class M Share(MPLCX) 

    Want to see how MPLCX stacks up?

    Retirement and Long-Term Wealth View of BNY Mellon Large Cap Stock Fund Class M Share (MPLCX)

    Evaluate BNY Mellon Large Cap Stock Fund Class M Share (MPLCX) as a possible retirement holding by looking beyond its latest price. Historical total returns show accumulation potential, while rolling returns, maximum drawdown, volatility, and Sharpe ratio show how uneven the long-term path has been.

    For retirement income, review MPLCX dividend history, dividend growth, and yield alongside total return. Dividends can contribute to cash flow and compounding, but payouts are not guaranteed and a high yield alone does not establish long-term suitability.

    Use the calculators on this page to model recurring retirement contributions and historical retirement spending. For a broader decision, open the stock, fund, or portfolio return comparison calculator or review a VFINX return and risk comparison example. The plan links on this page can also show where the investment appears in workplace retirement plans.

    Connect this fund to a portfolio and retirement plan

    Retirement, Income, and Risk FAQ

    Is MPLCX suitable for retirement and long-term wealth building?

    BNY Mellon Large Cap Stock Fund Class M Share (MPLCX) may or may not fit a retirement portfolio depending on its role, costs, diversification, historical drawdowns, and your time horizon. Review total and rolling returns together with risk metrics instead of relying on a recent return alone.

    Can MPLCX provide retirement income through dividends?

    BNY Mellon Large Cap Stock Fund Class M Share (MPLCX) may distribute dividends when its holdings generate income, but payouts and yield can change. Compare dividend history, dividend growth, yield, and total return before treating it as a retirement-income holding.

    Which risk metrics matter for a long-term investment in MPLCX?

    Maximum drawdown shows the depth of a historical decline, standard deviation measures return variability, and the Sharpe ratio relates return to volatility. Rolling returns add context by showing how outcomes varied across different holding periods.

    How can I model retirement contributions or withdrawals with MPLCX?

    Use the MPLCX dollar-cost-averaging calculator to model recurring contributions and the retirement spending calculator to test historical withdrawals. Then compare the results with other funds, stocks, or portfolios before making a long-term allocation decision.