Bny Mellon Sustainable U.s. Equity Fund, Inc. Class C: (MF: DTCCX)
(NASDAQ Mutual Funds) As of Jun 13, 2024 08:00 PM ET
$14.73 USD
+0.01 (0.07%)
Latest Performance as of May 31, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 14.11 | 11 |
3 months | 5.53 | 6 |
6 months | 19.44 | 13 |
1 Year | 29.12 | 29 |
3 Year | 7.21 | 34 |
5 Year | 14.33 | 35 |
10 Year | 10.18 | 49 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 67.29 |
Bear Market (10/07 - 2/09) | -46.19 |
Bull Market (2/09 - 3/21) | 608.81 |
Load Adjusted Returns as of May 31, 2024
1 Year | 28.75 |
5 Year | 13.65 |
10 Year | 10.26 |
Since Inception | 4.86 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 12.04 | NA | NA | NA |
2023 | 5.76 | 8.12 | -4.12 | 11.97 |
2022 | -8.64 | -15.49 | -5.43 | 4.61 |
2021 | 4.35 | 7.47 | 1.53 | 10.07 |
2020 | -16.32 | 21.54 | 8.90 | 11.18 |
2019 | 13.56 | 5.25 | 3.03 | 7.82 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 14.11 | 22.76 | -23.62 | 25.35 | 23.15 | 32.79 | -5.30 | 14.03 | 9.12 | -4.21 | 12.08 |
% Total Return Rel to Index | 2.80 | -3.48 | -5.41 | -3.33 | 4.75 | 1.30 | -0.91 | -7.76 | -2.81 | -5.60 | -1.56 |
% Total Return Rel to Peer | 5.51 | -0.23 | -3.92 | 3.29 | 3.23 | 4.37 | 1.55 | -6.64 | 1.30 | -2.61 | 3.87 |
% Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 3.00 | 3.00 | 2.00 | 3.00 | 5.00 | 3.00 | 4.00 | 2.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 | 0.06 | 0.00 | 0.02 | 0.01 | 0.02 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.35 | 0.72 | 0.00 | 0.24 | 0.10 | 0.15 |
Capital Gains ($) | 0.00 | 0.44 | 1.67 | 0.72 | 0.39 | 0.15 | 0.29 | 2.89 | 0.54 | 1.69 | 1.76 |
Expense Ratio | 0.00 | 1.67 | 1.70 | 1.70 | 1.70 | 1.70 | 1.70 | 2.01 | 1.98 | 1.96 | 1.99 |
* 1 = Top 20%, 5 = Bottom 20%