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Bny Mellon Sustainable U.s. Equity Fund, Inc. Class A: (MF: DTCAX)
(NA) As of Sep 18, 2024 08:00 PM ET
$18.78 USD
-0.08 (-0.42%)
Zacks MF Rank 1-Strong Buy 1
This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:
| Zacks Rank | Definition |
|---|---|
| 1 | Strong Buy |
| 2 | Buy |
| 3 | Hold |
| 4 | Sell |
| 5 | Strong Sell |
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Latest Performance as of Nov 30, 2019
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 29.64 | 25 |
| 3 months | 6.75 | 54 |
| 6 months | 15.18 | 17 |
| 1 Year | 18.58 | 23 |
| 3 Year | 13.19 | 50 |
| 5 Year | 8.40 | 57 |
| 10 Year | 11.62 | 58 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 73.61 |
| Bear Market (10/07 - 2/09) | -45.74 |
| Bull Market (2/09 - 10/17) | 350.84 |
Load Adjusted Returns as of Nov 30, 2019
| 1 Year | 2.14 |
| 5 Year | 7.14 |
| 10 Year | 10.77 |
| Since Inception | 3.60 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2019 | 13.73 | 5.38 | 3.29 | NA |
| 2018 | -0.72 | 0.81 | 9.29 | -12.76 |
| 2017 | 5.46 | 1.85 | 4.17 | 2.68 |
| 2016 | 1.36 | -0.16 | 4.62 | 3.80 |
| 2015 | 1.50 | -1.54 | -8.14 | 5.26 |
| 2014 | 2.77 | 5.40 | 0.65 | 3.53 |
Annual Return
| 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 29.64 | -4.56 | 14.91 | 9.89 | -3.38 | 12.91 | 33.84 | 11.32 | 0.37 | 14.27 | 33.02 |
| % Total Return Rel to Index | 1.99 | -0.17 | -6.88 | -2.03 | -4.77 | -0.73 | 1.46 | -4.66 | -1.72 | -0.79 | 6.60 |
| % Total Return Rel to Peer | 4.25 | 2.29 | -5.76 | 2.08 | -1.78 | 4.70 | 3.14 | -2.94 | 3.40 | -2.52 | 1.19 |
| % Perf Quintile vs Peer* | 2.00 | 2.00 | 5.00 | 3.00 | 4.00 | 2.00 | 3.00 | 5.00 | 2.00 | 4.00 | 3.00 |
| % Dividends | 0.00 | 0.17 | 0.10 | 0.11 | 0.09 | 0.10 | 0.13 | 0.05 | 0.03 | 0.02 | 0.00 |
| % Yield | 1.23 | 1.59 | 0.71 | 0.81 | 0.64 | 0.62 | 0.91 | 0.45 | 0.35 | 0.19 | 0.00 |
| Capital Gains ($) | 0.00 | 0.30 | 2.89 | 0.54 | 1.69 | 1.76 | 0.36 | 0.02 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.95 | 0.95 | 1.26 | 1.23 | 1.20 | 1.22 | 1.25 | 1.27 | 1.39 | 1.35 | 1.30 |
* 1 = Top 20%, 5 = Bottom 20%