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MNYIX: BNY MELLON NEW YORK INTERMEDIATE TAX-EXEMPT BOND FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Muni New York Intermediate |
| MyPlanIQ Rating: | (83%) |
| Start Date: | 06/20/1996 |
| Last Dividend Date: | 07/31/2025 |
| 12-Mo. Yield | 2.22% |
| 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 | Since 06/20/1996 |
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 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 2.3 | -0.1 | 1.4 | 1.8 | 1.7 | 2.5 | 0.1 | 1.1 | 5.6 | -8.2 | 0.4 | 2.6 | 6.8 | 0.4 | 3.9 | -0.5 | 2.8 | 6.0 | -2.5 | 4.8 | 8.9 | 0.2 | 5.0 | -0.9 | 0.6 | 0.1 | -1.4 | -0.3 | 3.5 | 8.3 | 4.5 | 8.4 | -1.6 | 4.9 | 6.2 | 4.5 |
| Sharpe Ratio | NA | -0.73 | -0.31 | -0.68 | -0.01 | NA | NA | 0.32 | -0.64 | -0.83 | 0.57 | -2.69 | 0.2 | 0.31 | 3.17 | -0.61 | 1.69 | -0.3 | 1.58 | 3.77 | -0.93 | 2.23 | 3.94 | 0.07 | 1.99 | -0.48 | -1.47 | -2.28 | -2.04 | -0.43 | 0.96 | 2.73 | 1.03 | 2.22 | -2.39 | 0.7 | 1.13 | 1.91 |
| Draw Down(%) | NA | 4.1 | 5.6 | 13.8 | 13.8 | NA | NA | 13.8 | 4.1 | 2.4 | 5.6 | 12.2 | 2.0 | 11.8 | 1.7 | 2.0 | 1.7 | 5.2 | 2.5 | 1.1 | 5.6 | 2.0 | 1.8 | 4.5 | 2.5 | 8.5 | 2.2 | 2.2 | 2.8 | 5.0 | 4.6 | 2.8 | 2.6 | 2.1 | 3.4 | 1.4 | 1.8 | 1.1 |
| Standard Deviation(%) | NA | 4.2 | 3.6 | 3.2 | 3.5 | NA | NA | 2.8 | 4.6 | 3.0 | 3.4 | 3.6 | 1.9 | 7.5 | 1.7 | 1.5 | 1.9 | 2.4 | 1.8 | 1.6 | 2.7 | 2.1 | 2.3 | 2.3 | 2.5 | 3.9 | 1.8 | 1.5 | 1.8 | 2.9 | 2.9 | 2.6 | 2.0 | 1.9 | 2.1 | 2.0 | 2.2 | 2.6 |
| Treynor Ratio | NA | -0.03 | -0.01 | -0.02 | 0.0 | NA | NA | 0.01 | -0.03 | -0.02 | 0.02 | -0.1 | 0.0 | 0.02 | 0.06 | -0.01 | 0.04 | -0.01 | 0.03 | 0.08 | -0.03 | 0.05 | 0.1 | 0.0 | 0.08 | -0.03 | -0.04 | -0.07 | -0.06 | -0.02 | 0.03 | 0.1 | 0.03 | 0.07 | -0.09 | 0.02 | 0.03 | 0.07 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.98 | 0.97 | 0.97 | 0.99 | NA | NA | 0.84 | 0.97 | 1.01 | 0.98 | 0.95 | 0.98 | 1.06 | 0.9 | 0.82 | 0.85 | 0.9 | 0.82 | 0.75 | 0.88 | 0.95 | 0.9 | 0.8 | 0.65 | 0.72 | 0.6 | 0.48 | 0.6 | 0.74 | 0.81 | 0.71 | 0.6 | 0.64 | 0.57 | 0.57 | 0.85 | 0.74 |
| RSquared | NA | 0.94 | 0.92 | 0.88 | 0.92 | NA | NA | 0.81 | 0.94 | 0.91 | 0.93 | 0.92 | 0.51 | 0.97 | 0.8 | 0.78 | 0.84 | 0.91 | 0.77 | 0.73 | 0.9 | 0.84 | 0.9 | 0.84 | 0.68 | 0.87 | 0.59 | 0.5 | 0.61 | 0.8 | 0.68 | 0.63 | 0.56 | 0.55 | 0.41 | 0.49 | 0.86 | 0.89 |
| Yield(%) | N/A | 2.2 | 2.2 | 1.8 | 2.2 | 2.5 | 2.1 | N/A | 1.3 | 2.2 | 2.2 | 1.6 | 1.5 | 1.8 | 2.7 | 2.2 | 2.2 | 3.7 | 2.8 | 2.5 | 3.7 | 3.7 | 3.4 | 2.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.7 | 3.6 | 3.8 | 4.4 | 3.8 | 3.6 | 3.5 | 3.8 | 2.3 |
| Dividend Growth(%) | N/A | 3.8 | 4.9 | -31.8 | 30.0 | N/A | N/A | N/A | -39.1 | 2.8 | 20.4 | 8.3 | -17.6 | -31.1 | 21.0 | 4.1 | -44.7 | 31.4 | 15.7 | -36.1 | 1.6 | 13.6 | 57.4 | N/A | N/A | N/A | N/A | N/A | -100.0 | -79.3 | -3.0 | -12.7 | 21.2 | -1.3 | 4.0 | -5.6 | 67.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/1996
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View Historical Data in an advanced chart |
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