BNY Mellon Financial Statements From 2010 to 2022

DNLYX
 Fund
  

USD 45.67  1.39  2.95%   

BNY Mellon financial statements provide useful quarterly and yearly information to potential BNY Mellon Active investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on BNY Mellon financial statements helps investors assess BNY Mellon's valuation, profitability, and current liquidity needs.
BNY Mellon Active does not now have any fundamental signals for analysis.
.
  
Check BNY Mellon financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among DNLYX main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . DNLYX financial statements analysis is a perfect complement when working with BNY Mellon Valuation or Volatility modules. It can also supplement various BNY Mellon Technical models . Continue to the analysis of BNY Mellon Correlation against competitors.

DNLYX Three Year Return Analysis

BNY Mellon's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Three Year Return | All Equity Analysis

Current BNY Mellon Three Year Return

    
  (0.89) %  
Most of BNY Mellon's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, BNY Mellon Active is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Compare to competition

BNY Mellon Three Year Return Component Assessment

Based on the latest financial disclosure, BNY Mellon Active has a Three Year Return of -0.89%. This is much lower than that of the BNY Mellon family and significantly lower than that of the Mid-Cap Blend category. The three year return for all United States funds is notably higher than that of the company.

BNY Mellon Active Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining BNY Mellon's current stock value. Our valuation model uses many indicators to compare BNY Mellon value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across BNY Mellon competition to find correlations between indicators driving BNY Mellon's intrinsic value. More Info.
BNY Mellon Active is one of the top funds in ten year return among similar funds. It is one of the top funds in net asset among similar funds making up about  46,504,162  of Net Asset per Ten Year Return. . Comparative valuation analysis is a catch-all model that can be used if you cannot value BNY Mellon by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for BNY Mellon's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the BNY Mellon's earnings, one of the primary drivers of an investment's value.

About BNY Mellon Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include BNY Mellon income statement, its balance sheet, and the statement of cash flows. BNY Mellon investors use historical funamental indicators, such as BNY Mellon's revenue or net income, to determine how well the company is positioned to perform in the future. Although BNY Mellon investors may use each financial statement separately, they are all related. The changes in BNY Mellon's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on BNY Mellon's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on BNY Mellon Financial Statements. Understanding these patterns can help to make the right decision on long term investment in BNY Mellon. Please read more on our technical analysis and fundamental analysis pages.
To pursue its goal, the fund normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in the stocks of midsize companies. BNY Mellon is traded on NASDAQ Exchange in the United States.

Be your own money manager

Our tools can tell you how much better you can do entering a position in BNY Mellon without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Portfolio Suggestion Now

   

Portfolio Suggestion

Get suggestions outside of your existing asset allocation including your own model portfolios
All  Next Launch Module

Pair Trading with BNY Mellon

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if BNY Mellon position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in BNY Mellon will appreciate offsetting losses from the drop in the long position's value.

Moving together with BNY Mellon

+0.87DISWalt Disney Fiscal Year End 9th of November 2022 PairCorr
+0.63HPQHp Inc Fiscal Year End 22nd of November 2022 PairCorr
The ability to find closely correlated positions to BNY Mellon could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace BNY Mellon when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back BNY Mellon - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling BNY Mellon Active to buy it.
The correlation of BNY Mellon is a statistical measure of how it moves in relation to other equities. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as BNY Mellon moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if BNY Mellon Active moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for BNY Mellon can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Continue to the analysis of BNY Mellon Correlation against competitors. You can also try Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.

Complementary Tools for analysis

When running BNY Mellon Active price analysis, check to measure BNY Mellon's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy BNY Mellon is operating at the current time. Most of BNY Mellon's value examination focuses on studying past and present price action to predict the probability of BNY Mellon's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move BNY Mellon's price. Additionally, you may evaluate how the addition of BNY Mellon to your portfolios can decrease your overall portfolio volatility.
Aroon Oscillator
Analyze current equity momentum using Aroon Oscillator and other momentum ratios
Go
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Go
Money Flow Index
Determine momentum by analyzing Money Flow Index and other technical indicators
Go
Price Ceiling Movement
Calculate and plot Price Ceiling Movement for different equity instruments
Go
Focused Opportunities
Build portfolios using our predefined set of ideas and optimize them against your investing preferences
Go
Pair Correlation
Compare performance and examine fundamental relationship between any two equity instruments
Go
Watchlist Optimization
Optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm
Go
Idea Analyzer
Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas
Go
Please note, there is a significant difference between BNY Mellon's value and its price as these two are different measures arrived at by different means. Investors typically determine BNY Mellon value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, BNY Mellon's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.