(BKSE) BNY Mellon Trust - Performance 2.8% in 12m
Compare BKSE with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
48.11%
#27 in Group
Rel. Strength
45.26%
#4356 in Universe
Total Return 12m
2.79%
#21 in Group
Total Return 5y
80.68%
#28 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 (2.8%) vs IWM (1.4%)
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 |
- | - | - | - | - | - | - | - |
| OUSM BATS O’Shares U.S. Small-Cap |
-2.15% | 4.64% | 101% | - | - | - | - | - |
| XMLV NYSE ARCA Invesco S&P MidCap Low |
-1.86% | 13.6% | 66% | - | - | - | - | - |
| FSMD NYSE ARCA Fidelity Small-Mid Factor |
-1.01% | 6.93% | 104% | - | - | - | - | - |
| TPSC NYSE ARCA Timothy Plan US Small Cap |
-2.17% | 6.22% | 111% | - | - | - | - | - |
| SMLF NYSE ARCA iShares MSCI USA Small-Cap |
-0.99% | 5.29% | 109% | - | - | - | - | - |
| PSC NASDAQ Principal U.S. Small-Cap |
-0.34% | 4.64% | 117% | - | - | - | - | - |
| FNDA NYSE ARCA Schwab Fundamental U.S. |
-2.98% | 0.35% | 110% | - | - | - | - | - |
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 | -2.24% | -1.08% | 0.40% |
| 3 Months | -9.73% | -10.23% | -4.90% |
| 12 Months | 2.79% | 1.43% | 13.65% |
| 5 Years | 80.68% | 69.86% | 114.96% |
| Trend Score (consistency of price movement) | BKSE | IWM | S&P 500 |
| 1 Month | 77.5% | 81.6% | 74.8% |
| 3 Months | -88.4% | -88.2% | -84.7% |
| 12 Months | 21.2% | 13.2% | 53.5% |
| 5 Years | 55.0% | 34.7% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. IWM | vs. S&P 500 |
| 1 Month | #17 | -1.18% | -2.63% |
| 3 Month | #14 | 0.56% | -5.07% |
| 12 Month | #7 | 1.34% | -9.56% |
| 5 Years | #12 | 6.37% | -16.0% |
FAQs
Does BKSE BNY Mellon Trust outperforms the market?
Yes,
over the last 12 months BKSE made 2.79%, while its related Sector, the iShares Russell 2000 (IWM) made 1.43%.
Over the last 3 months BKSE made -9.73%, while IWM made -10.23%.
Over the last 3 months BKSE made -9.73%, while IWM made -10.23%.
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 | 0.31% | -2.64% | -7.03% | -10.9% |
| US NASDAQ 100 | QQQ | -0.20% | -4.90% | -7.82% | -12.4% |
| US Dow Jones Industrial 30 | DIA | 0.24% | -0.16% | -6.50% | -7.02% |
| German DAX 40 | DAX | -0.47% | -5.27% | -27.2% | -25.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.47% | -2.01% | -3.06% | -2.56% |
| Hongkong Hang Seng | HSI | -0.37% | -2.30% | -7.41% | -7.75% |
| India NIFTY 50 | INDA | 1.23% | -6.80% | -6.93% | 0.30% |
| Brasil Bovespa | EWZ | 2.57% | -5.99% | -9.0% | 10.6% |
BKSE vs. Sectors BKSE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | - | -2.83% | -13.3% | -21.3% |
| Consumer Discretionary | XLY | 1.30% | -1.32% | -8.42% | -12.2% |
| Consumer Staples | XLP | 2.35% | -2.25% | -9.72% | -7.83% |
| Energy | XLE | 3.74% | 10.7% | 0.06% | 11.3% |
| Financial | XLF | -0.38% | -1.44% | -15.3% | -22.1% |
| Health Care | XLV | 2.89% | 1.76% | -2.11% | 2.59% |
| Industrial | XLI | -1.08% | -3.39% | -8.28% | -9.23% |
| Materials | XLB | 0.44% | 0.15% | 1.37% | 5.11% |
| Real Estate | XLRE | -0.21% | -1.88% | -5.61% | -15.3% |
| Technology | XLK | -0.66% | -5.62% | -4.07% | -7.90% |
| Utilities | XLU | 1.27% | -2.66% | -11.8% | -18.3% |
| Aerospace & Defense | XAR | -1.15% | -9.92% | -21.6% | -26.1% |
| Biotech | XBI | -0.81% | -5.85% | 8.91% | 8.13% |
| Homebuilder | XHB | -0.64% | -0.64% | 8.71% | 8.17% |
| Retail | XRT | 0.17% | -1.05% | -0.51% | 3.84% |