Performance analysis of LEO (BNY Mellon Strategic Municipals)
Annual Return
Over the past 3 years, LEO has had an average annual return of +6.02%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, LEO has had an average annual return of -2.46%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, LEO has had an average annual return of +1.06%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Jan 2, 2001, LEO has had an average annual return of +4.79%, underperforming the benchmark SPY, which returned +9.13% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.84% | +9.83% | +6.95% | +0.09% | -24.10% | +4.55% | +5.11% | +24.77% | -12.12% | +9.09% | +4.23% | +11.03% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +15.66% | -14.69% | +14.31% | +22.63% | +3.41% | +53.89% | -26.60% | -6.17% | +14.11% | +8.32% | -8.11% | +9.24% |
| 2002 | 2001 | ||||||||||
| +3.59% | +22.11% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.25% | +0.87% | -2.98% | +0.88% | +2.16% | -1.24% | +1.84% | ||||||
| 2025 | +1.64% | +3.42% | -2.71% | -4.09% | -0.02% | +1.95% | -0.79% | +2.10% | +5.43% | +1.17% | -0.91% | +2.62% | +9.83% |
| 2024 | +1.51% | +1.67% | +1.81% | -3.13% | +1% | +3.52% | +2.76% | +1.10% | +3.30% | -2.32% | +1.89% | -5.93% | +6.95% |
| 2023 | +6.93% | -4.58% | +1.18% | +1.65% | -4.07% | +3.37% | -0.91% | -6.54% | -6.50% | -4.35% | +12.59% | +3.14% | +0.09% |
| 2022 | -7.45% | -2.30% | -5.01% | -2.36% | +1.17% | -6.11% | +6.40% | -4.04% | -8.28% | -0.83% | +4.90% | -2.19% | -24.10% |
| 2021 | +1.25% | -1.48% | +2.09% | +1.93% | +3.64% | +0.62% | +3.30% | +2.66% | -7.48% | -1.68% | -0.82% | +0.95% | +4.55% |
| 2020 | +4.42% | -3.46% | -12.02% | -3.04% | +5.65% | +3.11% | +8.98% | -1.13% | +0.30% | -1.39% | +4% | +1.24% | +5.11% |
| 2019 | +6.48% | +2.70% | +1.86% | +2.22% | +1.80% | +0.80% | +4.97% | +1.12% | +0.20% | +0.76% | -0.28% | -0.06% | +24.77% |
| 2018 | -6.49% | -3.43% | +0.20% | -0.85% | +1.25% | +0.46% | +0.72% | +1.24% | -2.78% | -4.87% | +3.88% | -1.71% | -12.12% |
| 2017 | +3.50% | +2.13% | -1.67% | +2.01% | +2.33% | +0.71% | +2.96% | -1.94% | -0.87% | -0.77% | +1.31% | -0.77% | +9.09% |
Drawdown analysis of LEO (BNY Mellon Strategic Municipals)
The maximum drawdown for the LEO was -47.31%, occurring on Oct 10, 2008. Recovery took 310 trading sessions.
The current LEO drawdown is -17.57%.
Since Jan 2, 2001 LEO has experienced the following drawdowns:
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -47.31% | May 7, 2007 | 361 | Oct 10, 2008 | 310 | Jan 5, 2010 | 671 |
| -41.48% | Aug 27, 2021 | 543 | Oct 25, 2023 | Ongoing | Ongoing | Ongoing |
| -30.29% | Feb 25, 2020 | 16 | Mar 18, 2020 | 224 | Feb 5, 2021 | 240 |
| -23.62% | Jan 8, 2013 | 166 | Sep 5, 2013 | 545 | Nov 3, 2015 | 711 |
| -21.68% | Jan 21, 2004 | 76 | May 10, 2004 | 335 | Sep 7, 2005 | 411 |
| -19.81% | Sep 10, 2010 | 88 | Jan 14, 2011 | 187 | Oct 12, 2011 | 275 |
| -17.32% | Aug 1, 2017 | 315 | Oct 30, 2018 | 167 | Jul 2, 2019 | 482 |
| -12.16% | Jul 8, 2016 | 90 | Nov 14, 2016 | 163 | Jul 11, 2017 | 253 |
| -11.76% | Oct 1, 2002 | 14 | Oct 21, 2002 | 129 | Apr 29, 2003 | 143 |
| -11.61% | Jun 12, 2003 | 37 | Aug 5, 2003 | 107 | Jan 7, 2004 | 144 |
| -9.85% | Aug 28, 2001 | 73 | Dec 17, 2001 | 9 | Dec 31, 2001 | 82 |
| -8.30% | Sep 7, 2005 | 68 | Dec 13, 2005 | 70 | Mar 29, 2006 | 138 |
| -6.68% | Mar 12, 2012 | 4 | Mar 16, 2012 | 37 | May 9, 2012 | 41 |
| -6.02% | Nov 29, 2012 | 19 | Dec 27, 2012 | 7 | Jan 8, 2013 | 26 |
| -5.98% | Dec 31, 2001 | 46 | Mar 8, 2002 | 19 | Apr 5, 2002 | 65 |
| -5.88% | Feb 3, 2010 | 12 | Feb 22, 2010 | 50 | May 4, 2010 | 62 |
| -5.75% | Aug 2, 2019 | 29 | Sep 13, 2019 | 13 | Oct 2, 2019 | 42 |
| -5.63% | Feb 10, 2021 | 10 | Feb 25, 2021 | 46 | May 3, 2021 | 56 |
| -5.14% | Jun 8, 2012 | 5 | Jun 15, 2012 | 22 | Jul 18, 2012 | 27 |
| -4.83% | Mar 9, 2001 | 28 | Apr 19, 2001 | 51 | Jul 2, 2001 | 79 |
| -4.33% | Feb 1, 2012 | 11 | Feb 16, 2012 | 15 | Mar 9, 2012 | 26 |
| -4.29% | Nov 9, 2012 | 4 | Nov 15, 2012 | 3 | Nov 20, 2012 | 7 |
| -4.15% | May 16, 2002 | 4 | May 22, 2002 | 36 | Jul 15, 2002 | 40 |
| -3.94% | Jul 15, 2002 | 7 | Jul 24, 2002 | 34 | Sep 11, 2002 | 41 |
| -3.92% | Mar 29, 2006 | 14 | Apr 20, 2006 | 28 | Jun 1, 2006 | 42 |