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MIPAX: BNY MELLON PENNSYLVANIA INTERMEDIATE MUNICIPAL BOND FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Muni Pennsylvania |
| MyPlanIQ Rating: | (81%) |
| Start Date: | 07/30/2001 |
| Last Dividend Date: | 07/31/2025 |
| 12-Mo. Yield | 2.23% |
| Expenses | 0.84% |
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Performance Analytics (As of 08/28/2025)
Not up-to-date? Try| Last 1 Week* | 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 | -0.1 | 2.0 | -0.2 | 1.5 | 1.7 | 2.2 | 1.8 | -0.2 | 0.8 | 5.1 | -7.5 | 0.1 | 3.5 | 6.6 | 1.0 | 4.0 | -0.4 | 1.9 | 5.4 | -2.9 | 4.3 | 8.4 | 1.6 | 11.8 | -3.3 | 2.7 | 3.6 | -2.6 | -1.4 | 0.2 | 3.5 | -1.9 |
| Sharpe Ratio | NA | -0.78 | -0.41 | -0.8 | 0.01 | NA | NA | 0.2 | -0.74 | -1.03 | 0.48 | -2.7 | 0.01 | 0.47 | 3.02 | -0.25 | 1.66 | -0.25 | 1.05 | 3.38 | -1.04 | 2.1 | 3.79 | 0.63 | 3.9 | -0.93 | -0.2 | 0.1 | -2.73 | -0.75 | -0.2 | 0.89 | -1.89 |
| Draw Down(%) | NA | 4.3 | 5.1 | 12.9 | 12.9 | NA | NA | 12.9 | 4.2 | 2.2 | 5.1 | 11.5 | 1.7 | 10.7 | 1.5 | 1.7 | 1.7 | 5.1 | 2.5 | 1.1 | 6.0 | 2.0 | 1.9 | 4.4 | 2.5 | 8.6 | 1.8 | 1.3 | 3.7 | 5.7 | 5.3 | 3.8 | 4.6 |
| Standard Deviation(%) | NA | 4.1 | 3.4 | 3.0 | 3.3 | NA | NA | 2.9 | 4.5 | 2.7 | 3.1 | 3.3 | 1.7 | 6.9 | 1.7 | 1.5 | 2.0 | 2.4 | 1.8 | 1.6 | 2.8 | 2.0 | 2.2 | 2.4 | 3.0 | 4.6 | 2.2 | 1.9 | 1.8 | 3.1 | 2.9 | 2.7 | 3.3 |
| Treynor Ratio | NA | -0.05 | -0.02 | -0.04 | 0.0 | NA | NA | 0.01 | -0.05 | -0.04 | 0.02 | -0.15 | 0.0 | 0.04 | 0.07 | -0.01 | 0.05 | -0.01 | 0.03 | 0.08 | -0.04 | 0.05 | 0.11 | 0.02 | 0.13 | -0.06 | -0.01 | 0.0 | -0.1 | -0.03 | -0.01 | 0.04 | -0.09 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | -0.02 | -0.02 | -0.02 | -0.01 | -0.03 |
| Beta | NA | 0.69 | 0.64 | 0.65 | 0.72 | NA | NA | 0.72 | 0.68 | 0.69 | 0.62 | 0.61 | 0.74 | 0.83 | 0.69 | 0.61 | 0.71 | 0.75 | 0.69 | 0.64 | 0.74 | 0.84 | 0.76 | 0.79 | 0.88 | 0.73 | 0.69 | 0.65 | 0.49 | 0.7 | 0.67 | 0.67 | 0.68 |
| RSquared | NA | 0.94 | 0.91 | 0.88 | 0.91 | NA | NA | 0.86 | 0.94 | 0.91 | 0.91 | 0.89 | 0.56 | 0.97 | 0.81 | 0.79 | 0.81 | 0.88 | 0.77 | 0.7 | 0.89 | 0.82 | 0.84 | 0.88 | 0.84 | 0.92 | 0.88 | 0.85 | 0.58 | 0.77 | 0.82 | 0.75 | 0.64 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.3 | 2.2 | 2.1 | 1.8 | 1.6 | 1.9 | 2.3 | 2.2 | 2.4 | 3.8 | 2.9 | 2.6 | 3.3 | 3.7 | 3.4 | 3.2 | 3.8 | 3.9 | 3.8 | 3.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.2 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -41.4 | 6.3 | 8.8 | 6.3 | -10.4 | -15.4 | 2.4 | -6.4 | -39.3 | 29.1 | 14.5 | -26.4 | -8.9 | 12.6 | 6.6 | -11.4 | -9.7 | 3.8 | 0.0 | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/18/2001
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View Historical Data in an advanced chart |
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