BNY Mellon Asset Allocation Inv (MIBLX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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As of 08:05AM EDT. Market open.
Performance overview
Morningstar return ratingN/A1
Year-to-date return8.30%
5-year average return7.69%
Number of years up16
Number of years down6
Best 1-yr total return (2 Jul 2024)21.13%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return21.13%
Worst 3-yr total return3.19%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnMIBLXCategory
YTD7.43%9.69%
1-month1.75%0.91%
3-month1.34%5.21%
1-year13.46%27.06%
3-year2.74%11.00%
5-year7.79%10.26%
10-year6.43%8.34%
Last bull market18.52%15.58%
Last bear market-12.33%-12.16%
Annual total return (%) history
YearMIBLXCategory
2024N/AN/A
202314.36%N/A
2022-15.94%N/A
202115.75%N/A
202014.49%11.72%
201919.92%19.23%
2018-7.20%-5.76%
201716.72%13.21%
20165.88%7.34%
2015-1.80%-1.93%
20145.67%6.21%
201315.15%16.48%
201211.91%11.72%
2011-5.20%-0.11%
201012.40%11.83%
200921.13%24.13%
2008-23.14%-28.00%
20078.92%5.99%
200610.05%11.29%
20056.50%5.13%
20048.96%8.86%
200318.46%20.35%
2002-8.83%-12.02%
2001N/A-5.05%
Past quarterly returns (%)
YearQ1Q2Q3Q4
20246.00%1.34%N/AN/A
20234.18%3.93%-3.15%9.05%
2022-5.13%-12.33%-4.58%5.92%
20214.07%5.90%-0.72%5.79%
2020-16.53%15.90%6.21%11.42%
20199.47%3.02%0.29%6.03%
2018-0.22%1.25%3.49%-11.24%
20174.52%2.70%3.99%4.56%
20160.16%1.09%3.06%1.46%
20152.57%-0.42%-6.50%2.82%
20141.01%3.64%-1.23%2.20%
20134.60%-0.86%5.06%5.69%
20129.31%-3.77%4.76%1.55%
20113.71%0.29%-13.20%5.00%
20103.86%-6.29%8.94%6.01%
2009-5.72%10.83%12.00%3.51%
2008-5.10%-1.36%-7.51%-11.22%
20071.89%4.02%2.81%-0.04%
20063.78%-1.71%3.47%4.27%
2005-1.11%2.19%3.63%1.70%
20042.68%-0.83%-0.23%7.26%
2003-1.55%8.75%2.29%8.16%
2002-0.17%-4.63%-7.86%3.94%
20015.99%N/AN/AN/A
Rank in category (by total return)
YTD32
1-month32
3-month43
1-year35
3-year48
5-year32
Load adjusted returns
1-year13.46%
3-year2.74%
5-year7.79%
10-year6.43%
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