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BNY Mellon Sm Cp Val A (RUDAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.23+0.06 (+0.31%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.08%
5-year average return6.13%
Number of years up5
Number of years down2
Best 1-yr total return (2 Jul 2024)24.60%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return24.60%
Worst 3-yr total return5.52%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRUDAXCategory
YTD-0.77%26.79%
1-month-2.97%-1.77%
3-month-3.98%4.45%
1-year4.09%71.02%
3-year-0.60%9.35%
5-year6.23%12.17%
10-year6.17%9.95%
Last bull market20.39%28.07%
Last bear market-13.32%-24.24%

Annual total return (%) history

Year
RUDAXCategory
2024
N/AN/A
2023
6.49%N/A
2022
-9.28%N/A
2021
24.60%N/A
2020
3.93%4.02%
2019
24.10%21.43%
2018
-8.69%-15.46%
2017
10.22%8.54%
2016
N/A25.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.34%-3.98%N/AN/A
20230.05%1.47%-3.82%9.06%
20221.00%-13.32%-4.48%8.49%
202119.46%1.80%-3.30%5.96%
2020-34.77%18.04%0.06%34.88%
201911.70%1.93%0.30%8.67%
2018-1.48%8.64%2.60%-16.86%
20172.05%-0.33%3.41%4.79%
201611.79%N/AN/AN/A

Rank in category (by total return)

YTD67
1-month71
3-month53
1-year93
3-year89
5-year89

Load adjusted returns

1-year-1.89%
3-year-2.54%
5-year4.98%
10-year5.55%