Performance analysis of DSM (BNY Mellon Strategic Municipal Bond Fund)
Annual Return
Over the past 3 years, DSM has had an average annual return of +7.47%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, DSM has had an average annual return of -1.40%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, DSM has had an average annual return of +1.33%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, DSM has had an average annual return of +5.16%, underperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.26% | +10.89% | +5.53% | +3.17% | -27.02% | +10.90% | +3.37% | +20.59% | -13.60% | +12.81% | +5.62% | +7.97% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +15.82% | -15.04% | +15.20% | +23.20% | +5.50% | +48.19% | -24.15% | -13.43% | +25.10% | +1.90% | +3.81% | +17.20% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +2.66% | +5.22% | +24.02% | -6.54% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.70% | +0.25% | -2.33% | +1.10% | +2.08% | -0.49% | +1.26% | ||||||
| 2025 | +0.65% | +3.74% | -4.02% | -2.10% | -1.11% | +1.32% | -0.84% | +3.13% | +4.63% | +1.57% | -1.29% | +5.15% | +10.89% |
| 2024 | -0.04% | +2.08% | +1.52% | -3.79% | +1.57% | +4.71% | +1.15% | +1.80% | +2.76% | -3.09% | +2.30% | -5.09% | +5.53% |
| 2023 | +4.88% | -4.61% | +5.11% | -2.13% | -4.41% | +2.55% | +0.74% | -4.94% | -7.99% | -3.88% | +14.05% | +5.88% | +3.17% |
| 2022 | -10.21% | -1.87% | -2.74% | -5.38% | +0.62% | -6.30% | +7.41% | -2.88% | -11.54% | -4.10% | +10.07% | -1.99% | -27.02% |
| 2021 | +0.26% | -0.52% | +0.90% | +2.04% | +2.90% | +1.23% | +3.05% | +0.24% | -5.11% | +0.87% | +3.12% | +1.70% | +10.90% |
| 2020 | +2.01% | -1.74% | -9.41% | -4.06% | +5.12% | +1.40% | +4.70% | -0.01% | -2.67% | -0.00566% | +5.93% | +3.14% | +3.37% |
| 2019 | +6.24% | +3.46% | +2.17% | +1.88% | +1.98% | +0.06% | +6% | +3.18% | -1.78% | +1.49% | -3.25% | -2.08% | +20.59% |
| 2018 | -7.15% | -3.24% | +0.46% | -0.33% | +1.39% | -0.19% | +0.73% | +0.06% | -2.45% | -5.79% | +4.15% | -1.62% | -13.60% |
| 2017 | +4.63% | +1.58% | -1.63% | +1.83% | +1.33% | +1.09% | +4.14% | -1.46% | -1.61% | -0.23% | +0.38% | +2.29% | +12.81% |
Drawdown analysis of DSM (BNY Mellon Strategic Municipal Bond Fund)
The maximum drawdown for the DSM was -49.10%, occurring on Oct 10, 2008. Recovery took 328 trading sessions.
The current DSM drawdown is -11.57%.
Since Nov 1, 1999 DSM has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 13 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.10% | May 4, 2007 | 363 | Oct 10, 2008 | 328 | Feb 1, 2010 | 691 |
| -38.73% | Aug 3, 2021 | 561 | Oct 25, 2023 | Ongoing | Ongoing | Ongoing |
| -31.97% | Nov 6, 2019 | 90 | Mar 18, 2020 | 285 | May 5, 2021 | 375 |
| -23.32% | Jan 9, 2013 | 153 | Aug 19, 2013 | 590 | Dec 21, 2015 | 743 |
| -17.18% | Oct 1, 2010 | 51 | Dec 14, 2010 | 180 | Aug 31, 2011 | 231 |
| -16.59% | Aug 2, 2017 | 313 | Oct 29, 2018 | 131 | May 9, 2019 | 444 |
| -16.42% | Feb 18, 2004 | 57 | May 10, 2004 | 123 | Nov 3, 2004 | 180 |
| -13.68% | Jul 8, 2005 | 117 | Dec 22, 2005 | 162 | Aug 16, 2006 | 279 |
| -12.71% | Sep 30, 2002 | 17 | Oct 23, 2002 | 89 | Mar 4, 2003 | 106 |
| -12.31% | Nov 12, 1999 | 17 | Dec 8, 1999 | 35 | Jan 28, 2000 | 52 |
| -12.03% | Aug 13, 2001 | 147 | Mar 20, 2002 | 71 | Jul 1, 2002 | 218 |
| -11.60% | Sep 28, 2016 | 33 | Nov 14, 2016 | 164 | Jul 12, 2017 | 197 |
| -11.55% | Jun 16, 2003 | 35 | Aug 5, 2003 | 107 | Jan 7, 2004 | 142 |
| -8.88% | Jan 28, 2000 | 33 | Mar 16, 2000 | 13 | Apr 4, 2000 | 46 |
| -7.89% | Sep 30, 2011 | 13 | Oct 19, 2011 | 33 | Dec 6, 2011 | 46 |
| -7.87% | Feb 3, 2012 | 30 | Mar 19, 2012 | 32 | May 3, 2012 | 62 |
| -7.85% | Apr 5, 2000 | 9 | Apr 18, 2000 | 33 | Jun 6, 2000 | 42 |
| -6.77% | Sep 28, 2012 | 32 | Nov 15, 2012 | 10 | Nov 30, 2012 | 42 |
| -6.69% | Aug 30, 2019 | 9 | Sep 13, 2019 | 35 | Nov 1, 2019 | 44 |
| -6.43% | Jul 8, 2016 | 4 | Jul 14, 2016 | 53 | Sep 28, 2016 | 57 |
| -6.13% | Mar 16, 2001 | 23 | Apr 19, 2001 | 70 | Jul 30, 2001 | 93 |
| -6.03% | Jul 1, 2002 | 16 | Jul 24, 2002 | 47 | Sep 30, 2002 | 63 |
| -5.55% | Dec 3, 2012 | 11 | Dec 18, 2012 | 12 | Jan 7, 2013 | 23 |
| -5.44% | Nov 4, 2004 | 2 | Nov 8, 2004 | 43 | Jan 10, 2005 | 45 |
| -4.95% | Aug 28, 2000 | 58 | Nov 17, 2000 | 21 | Dec 19, 2000 | 79 |