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
MPITX: BNY MELLON INTERNATIONAL FUND CLASS M SHARES (MUTUAL FUND)
Basic Info 18.52 0.47(2.47%) June 05
| Asset Class: | Foreign Large Value |
| MyPlanIQ Rating: | (71%) |
| Start Date: | 10/17/2000 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 2.64% |
| Expenses | 1.03% |
| 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 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.4 | 7.0 | 19.0 | 14.5 | 6.5 | 7.9 | 6.0 | 4.4 | 5.6 | 27.9 | 1.6 | 17.0 | -15.7 | 9.3 | 7.2 | 22.3 | -16.7 | 28.0 | -1.4 | 1.1 | -7.3 | 26.5 | 17.6 | -15.0 | 5.3 | 29.0 | -40.4 | 4.3 | 23.7 | 11.2 | 20.5 | 39.3 | -11.6 | -13.8 | 8.9 |
| Sharpe Ratio | NA | 0.78 | 1.11 | 0.8 | 0.25 | 0.37 | NA | NA | 0.23 | 1.7 | -0.43 | 1.02 | -0.76 | 0.76 | 0.22 | 1.83 | -1.19 | 3.17 | -0.08 | 0.06 | -0.6 | 2.04 | 1.05 | -0.53 | 0.26 | 1.1 | -1.03 | 0.09 | 1.56 | 0.94 | 1.58 | 2.71 | -0.7 | -1.04 | 3.93 |
| Draw Down(%) | NA | 11.4 | 11.4 | 14.9 | 31.9 | 37.5 | NA | NA | 58.6 | 14.9 | 10.3 | 11.3 | 31.1 | 8.0 | 34.8 | 8.7 | 24.9 | 2.3 | 14.9 | 15.6 | 14.2 | 8.7 | 18.2 | 27.9 | 19.4 | 28.2 | 51.5 | 11.2 | 13.6 | 7.4 | 8.0 | 17.0 | 26.9 | 25.2 | 5.0 |
| Standard Deviation(%) | NA | 18.6 | 14.8 | 14.0 | 15.8 | 17.2 | NA | NA | 18.7 | 15.0 | 11.6 | 12.6 | 22.5 | 12.3 | 31.3 | 11.4 | 15.1 | 8.7 | 19.4 | 16.5 | 12.1 | 13.0 | 17.0 | 28.3 | 20.1 | 26.2 | 39.9 | 15.0 | 13.2 | 9.6 | 12.4 | 14.3 | 18.2 | 15.7 | 12.3 |
| Treynor Ratio | NA | 0.14 | 0.17 | 0.13 | 0.04 | 0.07 | NA | NA | 0.05 | 0.61 | -0.07 | 0.14 | -0.17 | 0.12 | 0.07 | 0.21 | -0.17 | 0.26 | -0.02 | 0.01 | -0.07 | 0.28 | 0.18 | -0.15 | 0.06 | 0.33 | -0.44 | 0.02 | 0.25 | 0.13 | 0.23 | 0.46 | -0.16 | -0.27 | 0.62 |
| Alpha | NA | -0.04 | -0.03 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.08 | 0.01 | 0.01 | -0.02 | 0.02 | 0.0 | 0.01 | 0.01 | 0.0 | -0.02 | 0.03 | 0.0 | 0.02 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.02 | 0.0 | -0.01 | 0.01 | 0.01 | 0.0 | -0.03 | 0.08 |
| Beta | NA | 1.03 | 0.95 | 0.87 | 0.91 | 0.96 | NA | NA | 0.91 | 0.41 | 0.68 | 0.89 | 0.99 | 0.81 | 0.98 | 0.98 | 1.03 | 1.05 | 1.03 | 0.99 | 1.01 | 0.94 | 0.96 | 1.03 | 0.9 | 0.87 | 0.93 | 0.74 | 0.81 | 0.7 | 0.86 | 0.84 | 0.8 | 0.61 | 0.78 |
| RSquared | NA | 0.88 | 0.82 | 0.79 | 0.83 | 0.87 | NA | NA | 0.87 | 0.4 | 0.7 | 0.81 | 0.91 | 0.79 | 0.91 | 0.89 | 0.85 | 0.77 | 0.91 | 0.9 | 0.88 | 0.88 | 0.91 | 0.96 | 0.92 | 0.94 | 0.95 | 0.84 | 0.8 | 0.6 | 0.76 | 0.8 | 0.76 | 0.57 | 0.64 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.1 | 3.3 | 4.3 | 3.7 | 2.0 | 2.3 | 3.0 | 1.8 | 1.9 | 2.0 | 1.4 | 1.5 | 2.0 | 3.5 | 3.0 | 2.0 | 3.0 | 4.4 | 15.4 | 14.9 | 11.1 | 6.2 | 1.8 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -7.9 | -13.5 | -7.1 | 96.5 | -7.1 | -8.8 | 34.0 | 21.6 | -7.6 | 41.5 | -15.4 | -6.5 | -37.0 | -2.7 | 56.9 | -17.4 | -62.0 | -74.8 | 9.5 | 38.8 | 102.5 | 358.3 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/16/2000
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 Foreign Large Value Asset Class Trend Rankings |
Top Rated Funds in Foreign Large Value
Best Mutual Funds
- SSAIX (SSGA INTERNATIONAL STOCK SELECTION FUND CLASS N) (100%)
- VTRIX (VANGUARD INTERNATIONAL VALUE FUND INVESTOR SHARES) (99%)
- AAIPX (AMERICAN BEACON INTERNATIONAL EQUITY FUND INVESTOR CLASS) (98%)
- ICEUX (MAINSTAY EPOCH INTERNATIONAL CHOICE FUND CLASS I) (98%)
- TIVFX (THE TOCQUEVILLE INTERNATIONAL VALUE FUND THE TOCQUEVILLE INTERNATIONAL VALUE FUND) (97%)
- MYITX (MAINSTAY INTERNATIONAL OPPORTUNITIES FUND CLASS A) (95%)
- MYIIX (Mainstay 130/30 International Fund Class) (94%)
- MYINX (MAINSTAY INTERNATIONAL OPPORTUNITIES FUND INVESTOR CLASS) (93%)
- GIEAX (GMO INTERNATIONAL EQUITY ALLOCATION FUND CLASS III) (90%)
- GTMIX (GMO TAX-MANAGED INTERNATIONAL EQUITIES FUND CLASS III) (90%)
Best ETFs
- EFV (iShares MSCI EAFE Value ETF) 1.91% (99%)
- DWM (WisdomTree International Equity Fund) 2.05% (96%)
- DTH (WisdomTree International High Dividend Fund) 1.58% (96%)
- DOL (WisdomTree International LargeCap Dividend Fund) 3.34% (93%)
- DWX (SPDR S&P International Dividend ETF) 1.25% (92%)
- IDV (iShares International Select Dividend ETF) 1.63% (91%)
- PXF (Invesco FTSE RAFI Developed Markets ex-U.S. ETF) 3.90% (91%)
- FNDF (Schwab Fundamental International Equity ETF) 3.82% (2%)
