Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LEO (BNY Mellon Strategic Municipals Inc) | 1.84% | 14.86% | 5.38% | -2.37% | 1.07% | 3.95% | 4.27% | … | … |
Data as of 06/08/2026, Common starting date is 09/23/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LEO (BNY Mellon Strategic Municipals Inc) | 09/23/1987 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.63 | 14.86 | 5.38 | -2.37 | 1.07 | 3.95 | 4.27 | … | … | 1.84 | 9.85 | 6.94 | 0.07 | -24.13 | 4.66 | 5.11 | 24.78 | -12.12 | 9.09 | 4.23 | 11.03 | 16.34 | -14.68 | 14.31 | 22.63 | 3.41 | 53.89 | -26.60 | -6.17 | 14.65 | 8.31 | -8.11 | 9.24 | 3.59 | 23.23 | 23.19 | -24.53 | -8.62 | 10.13 | 3.95 | 4.11 | -16.09 | 4.82 | -2.35 | 6.25 | -6.98 | 2.38 | 16.67 | -7.69 |
| Sharpe Ratio | NA | 1.15 | 0.23 | -0.40 | -0.04 | NA | NA | … | … | 0.21 | 0.64 | 0.34 | -0.25 | -1.71 | 0.46 | 0.17 | 2.49 | -1.56 | 1.21 | 0.33 | 1.20 | 2.00 | -0.98 | 1.18 | 1.61 | 0.19 | 2.72 | -0.67 | -0.88 | 1.42 | 0.62 | -0.78 | 0.87 | 0.18 | 1.30 | 1.11 | -1.44 | -1.00 | 0.56 | 0.02 | 0.01 | -0.95 | 0.17 | -0.29 | 0.13 | -0.71 | -0.22 | 0.68 | -0.85 |
| Standard Deviation(%) | NA | 10.41 | 11.02 | 12.39 | 14.02 | NA | NA | … | … | 12.13 | 10.93 | 9.73 | 14.54 | 15.02 | 9.98 | 28.86 | 9.35 | 8.68 | 7.01 | 12.23 | 9.13 | 8.17 | 15.05 | 12.22 | 14.00 | 17.54 | 19.79 | 41.17 | 10.64 | 7.93 | 9.81 | 11.58 | 9.81 | 13.75 | 16.29 | 17.09 | 19.34 | 12.07 | 11.47 | 15.87 | 17.91 | 20.12 | 15.92 | 16.64 | 17.71 | 17.41 | 16.52 | 17.35 | 34.81 |
| Draw Down(%) | NA | 6.81 | 18.72 | 41.53 | 41.53 | NA | NA | … | … | 6.81 | 10.34 | 8.72 | 22.32 | 26.79 | 11.34 | 30.28 | 5.75 | 15.93 | 4.20 | 12.16 | 7.00 | 3.82 | 23.62 | 6.69 | 7.49 | 17.68 | 16.40 | 45.96 | 14.23 | 3.92 | 8.30 | 21.68 | 11.61 | 11.77 | 10.32 | 8.07 | 27.16 | 14.61 | 4.88 | 8.64 | 8.54 | 26.37 | 8.89 | 15.22 | 5.68 | 12.50 | 6.74 | 3.75 | 18.99 |
| Yield(%) | 0.00 | 4.97 | 4.08 | 3.25 | 3.97 | 5.40 | 5.28 | … | … | 1.99 | 4.18 | 3.87 | 4.14 | 4.10 | 4.85 | 4.92 | 5.75 | 4.94 | 6.13 | 6.00 | 6.30 | 8.29 | 6.02 | 6.64 | 7.57 | 7.26 | 8.65 | 6.06 | 5.39 | 5.93 | 6.57 | 6.37 | 7.53 | 7.11 | 6.01 | 7.36 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 09/23/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEO (BNY Mellon Strategic Municipals Inc) |
-10.36%
Oct 2020 – Oct 2023 |
-4.74%
Feb 1995 – Feb 2000 |
-3.54%
Dec 1989 – Dec 1999 |
-0.67%
Nov 1993 – Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEO (BNY Mellon Strategic Municipals Inc) |
24.96%
Dec 2008 – Dec 2011 |
13.73%
Dec 2008 – Dec 2013 |
9.66%
Nov 2008 – Nov 2018 |
7.57%
Dec 1999 – Dec 2014 |
Annualized Rolling Returns Comparison Chart