(BKSE) BNY Mellon Trust - Performance 0.8% in 12m
Compare BKSE with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
49.73%
#24 in Group
Rel. Strength
44.00%
#4494 in Universe
Total Return 12m
0.81%
#22 in Group
Total Return 5y
78.97%
#20 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: BKSE (0.8%) vs IWM (-0.1%)
5y Drawdown (Underwater) Chart
Top Performers in Small Blend
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| CSF NASDAQ VictoryShares US Discovery |
-31.6% | - | - | - | - | - | - | - |
| OUSM BATS O’Shares U.S. Small-Cap |
-4.14% | 3.4% | 94.3% | - | - | - | - | - |
| FSMD NYSE ARCA Fidelity Small-Mid Factor |
-4.24% | 4.72% | 96.3% | - | - | - | - | - |
| TPSC NYSE ARCA Timothy Plan US Small Cap |
-5.41% | 3.79% | 103% | - | - | - | - | - |
| SMLF NYSE ARCA iShares MSCI USA Small-Cap |
-6.15% | 2.2% | 98.8% | - | - | - | - | - |
| XMLV NYSE ARCA Invesco S&P MidCap Low |
-2.3% | 11.8% | 57.3% | - | - | - | - | - |
| FNDA NYSE ARCA Schwab Fundamental U.S. |
-6.76% | -1.91% | 101% | - | - | - | - | - |
| PSC NASDAQ Principal U.S. Small-Cap |
-4.51% | 1.82% | 107% | - | - | - | - | - |
Performance Comparison: BKSE vs IWM vs S&P 500
IWM (iShares Russell 2000 ETF) is the Sector Benchmark for BKSE
| Total Return (including Dividends) | BKSE | IWM | S&P 500 |
|---|---|---|---|
| 1 Month | -6.68% | -6.54% | -4.31% |
| 3 Months | -13.47% | -14.10% | -7.85% |
| 12 Months | 0.81% | -0.07% | 10.76% |
| 5 Years | 78.97% | 62.43% | 106.31% |
| Trend Score (consistency of price movement) | BKSE | IWM | S&P 500 |
| 1 Month | -32.5% | -28.6% | -35.6% |
| 3 Months | -92.1% | -92.3% | -89.7% |
| 12 Months | 30.6% | 23% | 58.3% |
| 5 Years | 55.5% | 35.6% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. IWM | vs. S&P 500 |
| 1 Month | #21 | -0.15% | -2.47% |
| 3 Month | #15 | 0.74% | -6.10% |
| 12 Month | #8 | 0.88% | -8.98% |
| 5 Years | #10 | 10.2% | -13.3% |
FAQs
Does BKSE BNY Mellon Trust outperforms the market?
Yes,
over the last 12 months BKSE made 0.81%, while its related Sector, the iShares Russell 2000 (IWM) made -0.07%.
Over the last 3 months BKSE made -13.47%, while IWM made -14.10%.
Over the last 3 months BKSE made -13.47%, while IWM made -14.10%.
Performance Comparison BKSE vs Indeces and Sectors
BKSE vs. Indices BKSE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.15% | -2.37% | -5.22% | -9.95% |
| US NASDAQ 100 | QQQ | -3.11% | -2.44% | -5.22% | -11.2% |
| US Dow Jones Industrial 30 | DIA | 0.92% | -0.90% | -5.48% | -6.17% |
| German DAX 40 | DAX | 1.51% | -2.87% | -23.7% | -22.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 5.38% | -3.18% | -3.80% | -7.81% |
| Hongkong Hang Seng | HSI | 1.12% | -3.80% | -7.09% | -13.2% |
| India NIFTY 50 | INDA | 6.28% | -8.24% | -6.82% | -0.99% |
| Brasil Bovespa | EWZ | -0.90% | -8.65% | -9.72% | 6.31% |
BKSE vs. Sectors BKSE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.01% | -1.10% | -14.0% | -21.6% |
| Consumer Discretionary | XLY | -3.50% | -2.64% | -8.38% | -13.5% |
| Consumer Staples | XLP | 6.31% | -9.43% | -10.5% | -8.68% |
| Energy | XLE | 2.20% | 4.95% | -2.79% | 12.7% |
| Financial | XLF | 0.81% | -1.90% | -13.3% | -18.5% |
| Health Care | XLV | 1.87% | -1.71% | -3.21% | 0.55% |
| Industrial | XLI | 0.68% | -2.61% | -5.57% | -6.10% |
| Materials | XLB | 2.10% | -2.17% | 1.67% | 6.15% |
| Real Estate | XLRE | 3.68% | -4.77% | -3.07% | -14.3% |
| Technology | XLK | -4.96% | -2.16% | -0.35% | -5.43% |
| Utilities | XLU | 3.0% | -8.36% | -8.32% | -19.6% |
| Aerospace & Defense | XAR | -0.71% | -6.38% | -16.5% | -26.2% |
| Biotech | XBI | -0.28% | 1.16% | 7.87% | 3.06% |
| Homebuilder | XHB | 0.60% | -0.66% | 9.76% | 8.78% |
| Retail | XRT | 1.64% | -3.75% | -1.10% | 4.43% |