SSYGX Performance — BNY Mellon Small Cap Growth Fund, Class Y
Data updated: 2025-08-25
SSYGX returned +15.48% over one year to Jun 2025. Annualised returns are +11.61% over 3 years and +5.30% over 5 years. The fund beat its US Small Growth category average: $100 invested three years ago grew to $139, against $135 for the category, and to $115 over one year, against $108. Volatility over the past three years was 21.37% a year. In the 12 months to Jun 2025 the fund lost a net $1.6M, and assets reached $8.09M.
SSYGX Growth of $100
What $100 invested in BNY Mellon Small Cap Growth Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Small Growth category average over the same months.
| Period | SSYGX | Category average |
|---|---|---|
| 1 year (Jul 2024 – Jun 2025) | $115 | $108 |
| 3 years (Jul 2022 – Jun 2025) | $139 | $135 |
| 5 years (Jul 2020 – Jun 2025) | $129 | $146 |
| Since data start (Jul 2019 – Jun 2025) | $165 | $153 |
SSYGX Trailing Returns
Total returns to Jun 2025, from SEC N-PORT.
| Period | Total return |
|---|---|
| 1 year | +15.48% |
| 3 years (annualised) | +11.61% |
| 5 years (annualised) | +5.30% |
SSYGX Annual Returns
Calendar-year total returns of BNY Mellon Small Cap Growth Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2025 (Jan–Jun) | +3.75% |
| 2024 | +15.41% |
| 2023 | +11.73% |
| 2022 | −27.54% |
| 2021 | −4.52% |
| 2020 | +71.20% |
| 2019 (Jul–Dec) | +4.24% |
SSYGX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | +6.9% | −6.8% | −9.8% | +2.0% | +6.2% | +6.5% | — | — | — | — | — | — |
| 2024 | −3.0% | +4.0% | +1.8% | −5.5% | +5.2% | +1.6% | +2.7% | −0.5% | +2.0% | 0.0% | +12.7% | −5.1% |
| 2023 | +10.2% | −2.1% | −3.1% | −0.9% | −1.3% | +7.3% | +4.6% | −5.2% | −6.3% | −9.1% | +8.7% | +11.0% |
| 2022 | −13.8% | −0.1% | +2.5% | −13.1% | −3.0% | −6.2% | +11.4% | +0.5% | −8.0% | +6.1% | +1.6% | −6.4% |
| 2021 | +3.4% | +2.4% | −8.0% | +4.5% | −5.1% | +5.5% | −2.9% | +0.1% | −2.9% | +6.5% | −8.0% | +1.3% |
| 2020 | +5.0% | −5.1% | −13.6% | +18.1% | +14.2% | +5.4% | +4.8% | +8.0% | −3.0% | −0.1% | +15.1% | +10.8% |
| 2019 | — | — | — | — | — | — | +1.7% | −3.5% | −6.6% | +2.5% | +8.1% | +2.6% |
SSYGX Risk
Risk measures from monthly returns over Jul 2022 – Jun 2025.
- 3-year volatility (annualised): 21.37%
- 3-year Sharpe ratio: 0.33 (vs 4.5% risk-free rate)
- Best month: +12.65% (Nov 2024)
- Worst month: −9.76% (Mar 2025)
SSYGX Fund Flows
Monthly money in and out of BNY Mellon Small Cap Growth Fund, from SEC Form N-PORT.
- 12-month net flow: −$1.6M
- 12-month gross sales (incl. reinvestments): $14.5M
- Sales ÷ redemptions: 0.90×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2025 | $9K | $412K | −$403K |
| May 2025 | $12K | $487K | −$475K |
| Apr 2025 | $86K | $380K | −$294K |
| Mar 2025 | $585K | $11.9M | −$11.3M |
| Feb 2025 | $12.8M | $499K | $12.3M |
| Jan 2025 | $655K | $174K | $481K |
| Dec 2024 | $107K | $85K | $21K |
| Nov 2024 | $114K | $164K | −$50K |
| Oct 2024 | $29K | $156K | −$127K |
| Sep 2024 | $39K | $540K | −$502K |
| Aug 2024 | $28K | $1.1M | −$1.1M |
| Jul 2024 | $81K | $187K | −$106K |
SSYGX Assets Under Management
Net assets of BNY Mellon Small Cap Growth Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2025-06-30 | $8.09M |
| 2025-03-31 | $8.13M |
| 2024-12-31 | $9.36M |
| 2024-09-30 | $8.97M |
| 2024-06-30 | $10.27M |
| 2024-03-31 | $12.05M |
| 2023-12-31 | $15.91M |
| 2023-09-30 | $17.26M |
| 2023-06-30 | $26.14M |
| 2023-03-31 | $25.22M |
| 2023-02-28 | $25.12M |
| 2022-12-31 | $17.68M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.