Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIBLX (BNY MELLON ASSET ALLOCATION FUND INVESTOR SHARES) | 4.47% | 15.13% | 13.09% | 3.78% | 7.17% | 6.38% | 6.03% | … | … |
Data as of 06/10/2026, Common starting date is 07/30/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIBLX (BNY MELLON ASSET ALLOCATION FUND INVESTOR SHARES) | 07/30/2001 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.66 | 15.13 | 13.09 | 3.78 | 7.17 | 6.38 | 6.03 | … | … | 4.47 | 14.48 | 13.06 | 14.36 | -23.19 | 11.06 | 12.02 | 19.92 | -7.20 | 16.72 | 5.88 | -1.80 | 5.67 | 15.15 | 11.91 | -5.61 | 12.29 | 21.12 | -23.15 | 8.93 | 10.06 | 6.48 | 8.68 | 18.00 | -11.10 | -3.38 |
| Sharpe Ratio | NA | 1.53 | 1.01 | 0.12 | 0.44 | NA | NA | … | … | 0.92 | 0.94 | 1.05 | 1.21 | -1.34 | 0.99 | 0.52 | 2.29 | -0.74 | 3.17 | 0.61 | -0.19 | 0.74 | 1.95 | 1.42 | -0.37 | 1.03 | 1.37 | -1.14 | 0.61 | 0.95 | 0.60 | 1.04 | 2.09 | -1.09 | -0.95 |
| Standard Deviation(%) | NA | 9.57 | 10.53 | 12.47 | 12.65 | NA | NA | … | … | 11.57 | 12.38 | 9.01 | 8.89 | 18.39 | 11.10 | 22.41 | 8.05 | 11.58 | 5.09 | 9.22 | 9.78 | 7.62 | 7.76 | 8.43 | 15.41 | 11.87 | 15.37 | 21.13 | 9.44 | 7.04 | 7.01 | 7.42 | 8.27 | 11.22 | 10.40 |
| Draw Down(%) | NA | 7.65 | 13.08 | 27.02 | 27.02 | NA | NA | … | … | 7.65 | 13.08 | 5.37 | 8.64 | 23.39 | 4.90 | 26.84 | 4.33 | 15.25 | 1.61 | 8.19 | 9.95 | 5.94 | 6.62 | 8.28 | 16.82 | 9.58 | 14.84 | 31.93 | 6.16 | 6.91 | 5.31 | 6.66 | 6.63 | 16.77 | 10.74 |
| Yield(%) | 0.00 | 6.22 | 4.88 | 3.04 | 4.36 | 4.59 | 4.73 | … | … | 0.30 | 6.48 | 5.16 | 1.96 | 1.29 | 2.31 | 1.44 | 7.94 | 5.58 | 4.73 | 2.59 | 6.18 | 6.12 | 8.12 | 2.59 | 1.93 | 1.58 | 2.68 | 6.19 | 12.13 | 13.31 | 3.58 | 1.31 | 1.45 | 0.00 | 0.22 |
Data as of 06/10/2026, Common starting date is 07/30/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIBLX (BNY MELLON ASSET ALLOCATION FUND INVESTOR SHARES) |
-6.95%
Feb 2006 – Feb 2009 |
-1.37%
Feb 2004 – Feb 2009 |
3.57%
Sep 2001 – Sep 2011 |
3.74%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIBLX (BNY MELLON ASSET ALLOCATION FUND INVESTOR SHARES) |
15.55%
Feb 2009 – Feb 2012 |
13.03%
Feb 2009 – Feb 2014 |
9.02%
Feb 2009 – Feb 2019 |
7.51%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart