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Bny Mellon Balanced Opportunity Fund Class C: (MF: DBOCX)
(NASDAQ Mutual Funds) As of May 15, 2025 08:00 PM ET
$23.42 USD
+0.08 (0.34%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -2.74 | 87 |
| 3 months | -4.97 | 88 |
| 6 months | -1.76 | 85 |
| 1 Year | 6.00 | 89 |
| 3 Year | 6.32 | 58 |
| 5 Year | 7.58 | 67 |
| 10 Year | 5.64 | 68 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -39.79 |
| Bull Market (2/09 - 3/21) | 308.28 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 1.70 |
| 5 Year | 9.34 |
| 10 Year | 5.63 |
| Since Inception | 0.05 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -2.39 | NA | NA | NA |
| 2024 | 5.69 | 1.24 | 4.19 | -0.22 |
| 2023 | 6.25 | 4.05 | -3.16 | 8.73 |
| 2022 | -5.17 | -14.59 | -4.45 | 6.88 |
| 2021 | 2.52 | 6.05 | -0.15 | 4.82 |
| 2020 | -16.64 | 12.98 | 5.79 | 9.93 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -2.74 | 11.24 | 16.41 | -17.29 | 13.81 | 9.52 | 19.14 | -4.94 | 10.67 | 9.13 | -1.25 |
| % Total Return Rel to Index | 2.17 | -13.77 | -9.83 | 0.90 | -14.87 | -8.87 | -12.34 | -0.55 | -11.11 | -2.80 | -2.64 |
| % Total Return Rel to Peer | -1.92 | -0.38 | 2.45 | -3.54 | 0.62 | -1.74 | 0.37 | 0.62 | -2.47 | 2.78 | 1.07 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 5.00 | 3.00 | 4.00 | 3.00 | 3.00 | 5.00 | 1.00 | 3.00 |
| % Dividends | 0.00 | 0.10 | 0.11 | 0.00 | 0.00 | 0.00 | 0.13 | 0.12 | 0.00 | 0.06 | 0.02 |
| % Yield | 0.00 | 0.40 | 0.43 | 0.00 | 0.00 | 0.00 | 0.54 | 0.55 | 0.00 | 0.30 | 0.11 |
| Capital Gains ($) | 0.07 | 1.13 | 0.90 | 0.76 | 3.03 | 0.81 | 0.47 | 1.63 | 0.93 | 0.00 | 0.98 |
| Expense Ratio | 0.00 | 1.90 | 1.87 | 1.90 | 1.92 | 1.95 | 1.95 | 1.95 | 1.95 | 1.95 | 1.95 |
* 1 = Top 20%, 5 = Bottom 20%