BNY Mellon US Mid Cap Core Equity ETF (BKMC) Performance
BKMC total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +8.1% since Dec 31, 2025
- 1 year
- +8.6% total return
- 5 years
- +5.9% a year
- Since first price
- +14.2% a year since 2020
BKMC trailing returns vs SPY, QQQ, AGG
| Period | BKMC total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.8% | −1.2% | −1.0% | −5.0% | +0.9% |
| 3 months | −2.5% | −2.9% | +3.2% | +1.9% | −0.4% |
| 6 months | −0.1% | −0.8% | +7.8% | +8.4% | −1.5% |
| YTD | +8.1% | +6.8% | +12.3% | +15.1% | −1.0% |
| 1 year | +8.6% | +6.9% | +14.4% | +15.9% | −1.1% |
| 3 years | +59.1%+16.7%/yr | +52.1% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +33.1%+5.9%/yr | +23.4% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionApr 9, 2020 | +138.4%+14.2%/yr | +116.9% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: BKMC vs SPY
From Apr 9, 2020: BKMC grew to $23,841, SPY to $29,868.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
BKMC returns by calendar year
4 of 5 full years positive. Best 2021 (+23.8%), worst 2022 (−16.0%). 2026 is year to date.
BKMC annual returns table
| Year | BKMC | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +8.1% | −9.8% | +12.3% | +15.1% | −1.0% |
| 2025 | +8.7% | −21.6% | +17.7% | +20.8% | +7.2% |
| 2024 | +13.8% | −7.8% | +24.9% | +25.6% | +1.3% |
| 2023 | +17.5% | −13.9% | +26.2% | +54.9% | +5.7% |
| 2022 | −16.0% | −23.6% | −18.2% | −32.6% | −13.0% |
| 2021 | +23.8% | −7.6% | +28.7% | +27.4% | −1.8% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
BKMC largest drawdowns
Now 7.4% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Nov 16, 2021 | −25.0% | Oct 14, 2022 | Feb 27, 2024 | 11 months | 2.3 years |
| Nov 25, 2024 | −23.7% | Apr 8, 2025 | Sep 8, 2025 | 4 months | 9 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
BKMC risk statistics
| Statistic | 3 years | 5 years | Since 2020 |
|---|---|---|---|
| Annualized return | +14.8% | +7.1% | +13.7% |
| Volatility (annualized) | 15.7% | 17.8% | 17.2% |
| Sharpe ratio | 0.68 | 0.27 | 0.67 |
| Sortino ratio | 1.10 | 0.41 | 1.10 |
| Best month | +9.5% | +9.6% | +13.7% |
| Worst month | −7.2% | −9.9% | −9.9% |
| Best 12 months | +35.0% | +35.0% | +59.4% |
| Worst 12 months | −2.0% | −17.7% | −17.7% |
| Positive months | 61% | 53% | 60% |
| Beta vs S&P 500 | 1.05 | 1.02 | — |
| Correlation with S&P 500 | 0.83 | 0.90 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
BKMC rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 67 | −17.7% | +9.4% | +59.4% | 76% |
| 3-year (a year) | 43 | +3.0% | +9.4% | +17.3% | 100% |
| 5-year (a year) | 19 | +5.9% | +9.2% | +12.5% | 100% |
Every holding period starting at a month-end since 2020. Returns for 3 years and longer are annualized.
BKMC performance overview
BNY Mellon US Mid Cap Core Equity ETF (BKMC) returned +8.6% over the past year and +5.9% a year over five years, with distributions reinvested. Since its first recorded price in 2020 it has returned +14.2% a year, turning $10,000 into about $23,841. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −25.0%, from Nov 16, 2021 to Oct 14, 2022, and it took 1.4 years to get back to the old high. BKMC finished 4 of its 5 full calendar years with a gain; the best year was 2021 (+23.8%) and the worst 2022 (−16.0%). Volatility has been 17.2% a year.
Related: BKMC chart, BKMC holdings, BKMC dividends, BKMC valuation. See the BKMC overview for the latest quote and fund facts.
BKMC performance FAQ
What is the BKMC return over the past year?
BKMC returned +8.6% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 6.9%.
What is the average annual return of BKMC?
BKMC has returned +5.9% a year over 5 years, +14.2% a year since April 9, 2020 (total return, distributions reinvested).
How much would $10,000 invested in BKMC be worth?
$10,000 invested in BKMC at its first recorded close on April 9, 2020 would be worth about $23,841 on October 23, 2026 with distributions reinvested.
What was the worst year for BKMC?
The worst calendar year was 2022, with a total return of −16.0%. The best was 2021 at +23.8%.
What is the biggest drawdown of BKMC?
The largest peak-to-trough decline was −25.0% between November 16, 2021 and October 14, 2022. It recovered to the old high on February 27, 2024, 1.4 years after the bottom.
How volatile is BKMC?
Over the past 3 years BKMC had an annualized volatility of 15.7% and a Sharpe ratio of 0.68 (excess return over 1–3 month T-bills per unit of risk).