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MPISX: BNY MELLON INCOME STOCK FUND CLASS M SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (74%) |
| Start Date: | 10/18/2000 |
| Last Dividend Date: | 11/17/2025 |
| 12-Mo. Yield | 85.87% |
| Expenses | 0.83% |
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Performance Analytics (As of 12/16/2025)
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 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.8 | 1437.8 | 343.1 | 160.2 | 68.2 | 47.2 | 34.0 | 26.3 | 1467.2 | 204.9 | 79.3 | 4.3 | 31.0 | -1.9 | 28.4 | -8.4 | 15.1 | 17.1 | 0.8 | 10.5 | 34.2 | 14.9 | 3.6 | 14.2 | 23.1 | -36.0 | 3.6 | 15.8 | 8.2 | 12.8 | 24.5 | -21.9 | -15.6 | -0.4 |
| Sharpe Ratio | NA | 7.88 | 2.81 | 1.68 | 0.97 | NA | NA | 0.54 | 9.01 | 2.17 | 1.67 | 0.15 | 2.06 | -0.05 | 2.17 | -0.64 | 1.95 | 1.25 | 0.05 | 0.94 | 3.09 | 1.27 | 0.17 | 0.73 | 0.73 | -0.85 | 0.03 | 1.33 | 0.56 | 1.11 | 1.55 | -0.99 | -0.93 | -0.32 |
| Draw Down(%) | NA | 13.1 | 13.1 | 14.8 | 44.1 | NA | NA | 57.4 | 13.1 | 5.5 | 9.6 | 14.8 | 6.7 | 44.1 | 6.9 | 19.5 | 4.4 | 9.8 | 12.6 | 9.1 | 5.0 | 9.7 | 18.0 | 16.9 | 30.5 | 48.3 | 11.2 | 7.6 | 6.5 | 7.5 | 12.8 | 30.7 | 24.7 | 9.4 |
| Standard Deviation(%) | NA | 182.1 | 120.9 | 94.2 | 68.4 | NA | NA | 45.9 | 185.8 | 92.7 | 45.9 | 19.6 | 15.1 | 42.3 | 12.4 | 15.3 | 7.4 | 13.4 | 15.1 | 11.2 | 11.1 | 11.8 | 21.0 | 19.5 | 31.5 | 43.6 | 16.8 | 9.4 | 10.5 | 10.7 | 15.3 | 23.3 | 19.6 | 20.6 |
| Treynor Ratio | NA | 84.2 | 8.42 | 2.13 | 0.68 | NA | NA | 0.26 | 164.18 | 49.48 | 0.69 | 0.03 | 0.27 | -0.02 | 0.26 | -0.1 | 0.14 | 0.17 | 0.01 | 0.11 | 0.35 | 0.16 | 0.04 | 0.13 | 0.23 | -0.37 | 0.0 | 0.13 | 0.06 | 0.12 | 0.27 | -0.28 | -0.21 | -0.06 |
| Alpha | NA | 2.15 | 1.02 | 0.61 | 0.3 | NA | NA | 0.12 | 2.25 | 0.66 | 0.24 | 0.03 | 0.0 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.01 | -0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | -0.02 | 0.0 | -0.01 | -0.01 | -0.02 | -0.02 | -0.17 |
| Beta | NA | 0.17 | 0.4 | 0.74 | 0.97 | NA | NA | 0.96 | 0.1 | 0.04 | 1.11 | 1.02 | 1.13 | 1.14 | 1.05 | 0.95 | 1.0 | 0.99 | 0.96 | 1.0 | 0.97 | 0.91 | 0.87 | 1.05 | 0.99 | 0.99 | 0.99 | 0.97 | 0.98 | 0.99 | 0.89 | 0.82 | 0.89 | 1.07 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.02 | NA | NA | 0.05 | 0.0 | 0.0 | 0.05 | 0.95 | 0.92 | 0.94 | 0.94 | 0.97 | 0.91 | 0.96 | 0.96 | 0.94 | 0.94 | 0.95 | 0.98 | 0.98 | 0.98 | 0.99 | 0.99 | 0.97 | 0.97 | 0.97 | 0.96 | 0.94 | 0.84 | 0.81 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 87.4 | 86.3 | 50.9 | 21.9 | 23.1 | 2.1 | 11.7 | 10.2 | 9.7 | 6.1 | 10.9 | 13.1 | 6.9 | 3.9 | 2.8 | 1.9 | 1.9 | 7.7 | 21.5 | 10.7 | 4.6 | 11.1 | 3.2 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -5.7 | 65.5 | 89.2 | 3.6 | 917.3 | -78.7 | -6.6 | 10.0 | 80.4 | -50.1 | -18.6 | 132.3 | 98.5 | 41.5 | 63.4 | 16.7 | -85.0 | -71.2 | 107.1 | 146.1 | -57.9 | 309.5 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/29/2000
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