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Bny Mellon Sustainable U.s. Equity Fund, Inc. Class Z: (MF: DRTHX)
(NASDAQ Mutual Funds) As of Jun 12, 2024 08:00 PM ET
$19.17 USD
+0.16 (0.84%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of May 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 14.56 | 10 |
| 3 months | 5.78 | 5 |
| 6 months | 20.05 | 10 |
| 1 Year | 30.35 | 25 |
| 3 Year | 8.23 | 23 |
| 5 Year | 15.43 | 24 |
| 10 Year | 11.23 | 38 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 75.92 |
| Bear Market (10/07 - 2/09) | -45.50 |
| Bull Market (2/09 - 3/21) | 722.13 |
Load Adjusted Returns as of May 31, 2024
| 1 Year | 31.31 |
| 5 Year | 14.74 |
| 10 Year | 11.31 |
| Since Inception | 9.93 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 12.29 | NA | NA | NA |
| 2023 | 6.03 | 8.39 | -3.90 | 12.26 |
| 2022 | -8.47 | -15.26 | -5.26 | 4.89 |
| 2021 | 4.65 | 7.72 | 1.73 | 10.41 |
| 2020 | -16.13 | 21.88 | 9.08 | 11.43 |
| 2019 | 13.79 | 5.42 | 3.37 | 8.05 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 14.56 | 23.99 | -22.92 | 26.64 | 24.24 | 33.99 | -4.39 | 15.12 | 10.11 | -3.19 | 13.12 |
| % Total Return Rel to Index | 3.25 | -2.25 | -4.72 | -2.03 | 5.83 | 2.50 | -0.01 | -6.67 | -1.82 | -4.58 | -0.51 |
| % Total Return Rel to Peer | 5.96 | 0.99 | -3.22 | 4.58 | 4.32 | 5.57 | 2.46 | -5.55 | 2.29 | -1.59 | 4.92 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 2.00 | 2.00 | 2.00 | 2.00 | 4.00 | 3.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.11 | 0.08 | 0.10 | 0.12 | 0.15 | 0.19 | 0.13 | 0.13 | 0.13 | 0.12 |
| % Yield | 0.00 | 0.65 | 0.55 | 0.50 | 0.70 | 1.10 | 1.73 | 0.91 | 0.99 | 0.91 | 0.77 |
| Capital Gains ($) | 0.00 | 0.44 | 1.67 | 0.72 | 0.39 | 0.15 | 0.30 | 2.89 | 0.54 | 1.69 | 1.76 |
| Expense Ratio | 0.00 | 0.74 | 0.74 | 0.75 | 0.77 | 0.78 | 0.77 | 1.02 | 1.03 | 0.98 | 1.01 |
* 1 = Top 20%, 5 = Bottom 20%