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BNY Mellon Large Cap Stock Inv (MILCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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6.270.00 (0.00%)
As of 09:00PM EDT. Market open.

Performance overview

Morningstar return rating★★
Year-to-date return8.24%
5-year average return9.88%
Number of years up14
Number of years down5
Best 1-yr total return (3 Feb 2019)27.15%
Worst 1-yr total return (3 Feb 2019)-39.67%
Best 3-yr total return27.15%
Worst 3-yr total return-9.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMILCXCategory
YTD17.73%5.31%
1-month5.03%-4.19%
3-month6.45%3.90%
1-year34.54%20.31%
3-year14.93%6.48%
5-year12.13%11.78%
10-year12.27%10.96%
Last bull market23.30%25.56%
Last bear market-21.27%-15.11%

Annual total return (%) history

Year
MILCXCategory
2021
N/A26.07%
2020
16.19%15.83%
2019
25.26%28.78%
2018
-6.99%-6.27%
2017
21.66%20.44%
2016
8.37%10.37%
2015
-0.68%-1.07%
2014
14.93%10.96%
2013
27.15%31.50%
2012
17.54%14.96%
2011
-6.67%-1.27%
2010
16.83%14.01%
2009
26.88%28.17%
2008
-39.67%-37.79%
2007
10.01%6.16%
2006
11.44%14.17%
2005
5.87%5.88%
2004
7.41%10.02%
2003
22.84%27.05%
2002
-22.82%-22.25%
2001
N/A-13.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20215.71%N/AN/AN/A
2020-19.81%21.44%7.99%10.50%
201912.51%2.45%0.13%8.53%
2018-0.51%2.35%6.17%-13.97%
20176.59%1.72%5.26%6.60%
20160.82%-0.27%3.06%4.57%
20151.31%-0.23%-7.26%5.95%
20142.04%4.94%2.24%4.98%
20137.80%1.08%6.31%9.77%
201215.98%-4.94%6.92%-0.28%
20116.36%-0.65%-18.53%8.40%
20106.41%-11.83%13.18%10.02%
2009-11.08%14.35%17.94%5.81%
2008-10.17%-2.43%-10.88%-22.77%
20071.39%6.51%3.82%-1.88%
20063.85%-2.59%4.80%5.11%
2005-1.42%1.95%3.89%1.40%
20041.36%-0.15%-2.30%8.64%
2003-3.37%12.02%2.16%11.09%
2002-1.29%-11.83%-15.80%5.30%
200110.76%N/AN/AN/A

Rank in category (by total return)

YTD30
1-month11
3-month6
1-year72
3-year74
5-year68

Load adjusted returns

1-year38.46%
3-year15.54%
5-year15.55%
10-year12.05%