Nasdaq - Delayed Quote
USD
BNY Mellon Asset Allocation M (MPBLX)
15.34
-0.02
(-0.13%)
At close: 8:07:13 PM EST
Fund Summary
The advisor currently intends to allocate its assets, directly and/or through investment in the underlying funds, to gain investment exposure to the following asset classes: Large Cap Equities, Small Cap and Mid Cap Equities, Developed International and Global Equities, Emerging Markets Equities, Investment Grade Bonds, High Yield Bonds, Emerging Markets Debt, Diversifying Strategies and Money Market Instruments. The fund may invest in both individual securities and other investment companies.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 20.22% |
|---|---|
| Worst 1Y Total Return | -- |
| Number of Years Up | 18 |
| Number of Years Down | 7 |
Performance & Risk
| YTD Return | 6.47% |
| 5y Average Return | 6.29% |
| Rank in Category (ytd) | 24 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| |
MPBLX | Category Average | MPBLX | Category Average | MPBLX | Category Average |
|
Alpha
|
1.56 | -0.01 | 1.47 | -0.01 | 0.98 | -0 |
|
BETA
|
1 | 0.01 | 1.01 | 0.01 | 1.1 | 0.01 |
|
Mean Annual Return
|
1.21 | 0.01 | 0.65 | 0.01 | 0.78 | 0.01 |
|
R-squared
|
90.31 | 0.93 | 93.6 | 0.92 | 94.7 | 0.92 |
|
Standard Deviation
|
9.51 | 0.13 | 11.59 | 0.1 | 11.46 | 0.09 |
|
Sharpe Ratio
|
1.06 | 0.01 | 0.34 | 0.01 | 0.6 | 0.01 |
|
Treynor Ratio
|
10.49 | 0.09 | 3.34 | 0.09 | 5.95 | 0.07 |
