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Bny Mellon Midcap Index Fund, Inc. Investor Shares: (MF: PESPX)
(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET
$28.86 USD
-0.25 (-0.86%)
Zacks MF Rank
NA
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.07 | 90 |
| 3 months | 6.56 | 69 |
| 6 months | -0.07 | 90 |
| 1 Year | 7.03 | 85 |
| 3 Year | 12.28 | 73 |
| 5 Year | 12.91 | 62 |
| 10 Year | 8.73 | 73 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 131.02 |
| Bear Market (10/07 - 2/09) | -49.48 |
| Bull Market (2/09 - 3/21) | 724.42 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 7.03 |
| 5 Year | 12.90 |
| 10 Year | 8.73 |
| Since Inception | 11.17 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -6.23 | 6.56 | NA | NA |
| 2024 | 9.83 | -3.55 | 6.83 | 0.25 |
| 2023 | 3.68 | 4.71 | -4.33 | 11.56 |
| 2022 | -4.98 | -15.51 | -2.58 | 10.59 |
| 2021 | 13.32 | 3.51 | -1.87 | 7.87 |
| 2020 | -29.83 | 23.93 | 4.66 | 24.25 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.07 | 13.45 | 15.88 | -13.51 | 24.15 | 13.09 | 25.56 | -11.49 | 15.69 | 20.23 | -2.62 |
| % Total Return Rel to Index | -6.27 | -11.56 | -10.35 | 4.68 | -4.52 | -5.30 | -5.92 | -7.10 | -6.10 | 8.29 | -4.01 |
| % Total Return Rel to Peer | -5.21 | -5.93 | -7.11 | 6.18 | 2.10 | -6.82 | -2.86 | -4.63 | -4.98 | 12.41 | -1.02 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 3.00 | 4.00 | 5.00 | 5.00 | 4.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.33 | 0.32 | 0.38 | 0.32 | 0.37 | 0.43 | 0.44 | 0.35 | 0.38 | 0.43 |
| % Yield | 0.00 | 1.00 | 1.00 | 1.21 | 0.76 | 0.98 | 1.14 | 1.29 | 0.83 | 0.93 | 1.13 |
| Capital Gains ($) | 0.00 | 3.39 | 2.29 | 3.87 | 5.05 | 3.31 | 3.11 | 3.66 | 2.98 | 3.40 | 3.95 |
| Expense Ratio | 0.50 | 0.50 | 0.51 | 0.52 | 0.50 | 0.50 | 0.50 | 0.50 | 0.50 | 0.50 | 0.50 |
* 1 = Top 20%, 5 = Bottom 20%