It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
MIMSX: BNY MELLON MID CAP MULTI-STRATEGY FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 1.83 0(0.0%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (78%) |
| Start Date: | 08/02/2001 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 94.74% |
| Expenses | 0.92% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 5.2 | 5.5 | 10.9 | -1.1 | 6.2 | 6.8 | 6.4 | 6.8 | 2.0 | 12.2 | 17.9 | -27.8 | 4.4 | 13.9 | 30.3 | -9.3 | 18.4 | 11.3 | -2.9 | 9.8 | 36.0 | 13.0 | -9.2 | 28.8 | 31.7 | -40.5 | 14.7 | 10.6 | 15.0 | 16.9 | 31.9 | -19.6 | -0.8 |
| Sharpe Ratio | NA | 0.66 | 0.19 | 0.47 | -0.18 | 0.22 | NA | NA | 0.26 | -0.04 | 0.64 | 0.95 | -1.03 | 0.21 | 0.37 | 2.1 | -0.61 | 2.07 | 0.72 | -0.2 | 0.77 | 2.82 | 0.8 | -0.29 | 1.2 | 1.0 | -0.98 | 0.68 | 0.48 | 0.97 | 1.18 | 2.05 | -0.88 | -0.18 |
| Draw Down(%) | NA | 9.7 | 11.4 | 20.8 | 39.4 | 39.4 | NA | NA | 55.4 | 19.4 | 7.5 | 13.2 | 28.9 | 19.1 | 38.8 | 7.0 | 23.5 | 3.8 | 13.5 | 13.0 | 10.0 | 5.7 | 13.3 | 30.4 | 20.0 | 23.7 | 53.7 | 13.5 | 15.2 | 9.1 | 11.1 | 12.2 | 30.9 | 19.1 |
| Standard Deviation(%) | NA | 15.1 | 15.0 | 16.1 | 20.1 | 20.5 | NA | NA | 21.3 | 19.9 | 13.5 | 15.2 | 28.4 | 21.0 | 37.2 | 13.7 | 17.6 | 8.6 | 15.4 | 15.0 | 12.7 | 12.7 | 16.3 | 31.3 | 23.9 | 31.5 | 42.0 | 17.1 | 15.2 | 13.2 | 13.5 | 15.2 | 23.6 | 20.1 |
| Treynor Ratio | NA | 0.16 | 0.04 | 0.09 | -0.05 | 0.05 | NA | NA | 0.06 | -0.01 | 0.1 | 0.17 | -0.38 | 0.05 | 0.14 | 0.3 | -0.11 | 0.18 | 0.12 | -0.03 | 0.11 | 0.38 | 0.13 | -0.08 | 0.27 | 0.31 | -0.47 | 0.12 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | 0.0 | -0.01 | -0.03 | -0.02 | NA | NA | 0.0 | -0.03 | -0.01 | -0.01 | -0.03 | -0.04 | -0.06 | -0.01 | -0.02 | -0.01 | 0.02 | -0.01 | -0.01 | 0.02 | -0.01 | -0.02 | -0.01 | -0.04 | 0.01 | -0.01 | 0.01 | NA | NA | NA | NA | NA |
| Beta | NA | 0.63 | 0.71 | 0.82 | 0.81 | 0.88 | NA | NA | 0.93 | 0.86 | 0.85 | 0.87 | 0.78 | 0.84 | 0.98 | 0.97 | 0.95 | 0.99 | 0.95 | 0.94 | 0.91 | 0.94 | 0.98 | 1.09 | 1.07 | 1.04 | 0.88 | 0.98 | 0.92 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.65 | 0.6 | 0.84 | 0.76 | 0.83 | NA | NA | 0.78 | 0.84 | 0.91 | 0.93 | 0.79 | 0.56 | 0.89 | 0.96 | 0.98 | 0.89 | 0.95 | 0.96 | 0.97 | 0.96 | 0.95 | 0.99 | 0.98 | 0.97 | 0.97 | 0.97 | 0.16 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 95.5 | 25.4 | 16.4 | 0.2 | 0.0 | 0.2 | 4.1 | 7.0 | 5.1 | 1.7 | 4.4 | 6.3 | 6.3 | 8.9 | 2.8 | 0.5 | 0.7 | 0.3 | 19.7 | 16.3 | 13.8 | 6.8 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 235.6 | 55.5 | 7524.2 | N/A | -100.0 | -93.8 | -51.7 | 54.9 | 238.9 | -64.6 | -27.9 | 25.5 | -25.8 | 177.5 | 622.9 | -2.0 | 19.5 | -98.4 | 12.3 | 23.9 | 120.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/18/2001
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Mid-Cap Growth Asset Class Trend Rankings |
Top Rated Funds in Mid-Cap Growth
Best Mutual Funds
- MVALX (MERIDIAN CONTRARIAN FUND LEGACY CLASS) (100%)
- NICSX (NICHOLAS FUND INC NICHOLAS FUND INC) (100%)
- FAMVX (FAM VALUE FUND INVESTOR CLASS) (99%)
- VMGIX (VANGUARD MID-CAP GROWTH INDEX FUND INVESTOR SHARES) (98%)
- BPTRX (BARON PARTNERS FUND BARON PARTNERS FUND) (98%)
- NBGEX (NEUBERGER BERMAN GENESIS FUND TRUST CLASS) (96%)
- SMIFX (SOUND MIND INVESTING FUND SOUND MIND INVESTING FUND) (96%)
- TWHIX (HERITAGE FUND INVESTOR CLASS) (96%)
- RPFIX (ROYCE PREMIER FUND INSTITUTIONAL CLASS) (96%)
- RPRCX (ROYCE PREMIER FUND CONSULTANT CLASS) (95%)
Best ETFs
- FAD (First Trust Multi Cap Growth AlphaDEX Fund) 3.95% (98%)
- IJK (iShares S&P Mid-Cap 400 Growth ETF) 2.69% (98%)
- IWP (iShares Russell Mid-Cap Growth ETF) 2.75% (97%)
- PDP (Invesco Dorsey Wright Momentum ETF) 3.56% (97%)
- RFG (Invesco S&P Midcap 400 Pure Growth ETF) 3.41% (97%)
- VOT (Vanguard Mid-Cap Growth ETF) 3.46% (97%)
- IVOG (Vanguard S&P Mid-Cap 400 Growth ETF) 2.64% (26%)
- MDYG (SPDR S&P 400 Mid Cap Growth ETF) 2.78% (23%)
- FNY (First Trust Mid Cap Growth AlphaDEX Fund) 3.37% (23%)
Best Closed End Funds
- GDL (GDL Closed Fund) (99%)
- ASG (Liberty All Star Growth Closed Fund) (99%)
- SOR (Source Capital Closed Fund) (99%)
Latest Articles Related to MIMSX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
