BNY Mellon US Small Cap Core Equity ETF (BKSE) Performance
BKSE total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +13.6% since Dec 31, 2025
- 1 year
- +15.2% total return
- 5 years
- +6.8% a year
- Since first price
- +15.9% a year since 2020
BKSE trailing returns vs SPY, QQQ, AGG
| Period | BKSE total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +0.0% | −0.3% | −1.0% | −5.0% | +0.9% |
| 3 months | −3.6% | −3.9% | +3.2% | +1.9% | −0.4% |
| 6 months | +3.1% | +2.4% | +7.8% | +8.4% | −1.5% |
| YTD | +13.6% | +12.6% | +12.3% | +15.1% | −1.0% |
| 1 year | +15.2% | +13.7% | +14.4% | +15.9% | −1.1% |
| 3 years | +72.7%+20.0%/yr | +65.4% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +39.0%+6.8%/yr | +29.2% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionApr 13, 2020 | +161.9%+15.9%/yr | +139.2% | — | — | — |
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: BKSE vs SPY
From Apr 13, 2020: BKSE grew to $26,190, SPY to $30,143.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
BKSE returns by calendar year
4 of 5 full years positive. Best 2023 (+22.4%), worst 2022 (−18.4%). 2026 is year to date.
BKSE annual returns table
| Year | BKSE | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +13.6% | −10.0% | +12.3% | +15.1% | −1.0% |
| 2025 | +13.1% | −23.4% | +17.7% | +20.8% | +7.2% |
| 2024 | +9.6% | −9.0% | +24.9% | +25.6% | +1.3% |
| 2023 | +22.4% | −16.3% | +26.2% | +54.9% | +5.7% |
| 2022 | −18.4% | −25.4% | −18.2% | −32.6% | −13.0% |
| 2021 | +16.2% | −10.9% | +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.
BKSE largest drawdowns
Now 7.5% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Nov 8, 2021 | −29.1% | Sep 26, 2022 | Jul 16, 2024 | 11 months | 2.7 years |
| Nov 25, 2024 | −26.8% | Apr 8, 2025 | Sep 11, 2025 | 4 months | 10 months |
| Jun 8, 2020 | −11.5% | Jun 11, 2020 | Aug 10, 2020 | 3 days | 2 months |
| Aug 14, 2026 | −10.0% | Oct 14, 2026 | not yet | 2 months | 2 months so far |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
BKSE risk statistics
| Statistic | 3 years | 5 years | Since 2020 |
|---|---|---|---|
| Annualized return | +17.1% | +7.5% | +14.5% |
| Volatility (annualized) | 18.5% | 20.1% | 19.5% |
| Sharpe ratio | 0.71 | 0.28 | 0.65 |
| Sortino ratio | 1.25 | 0.44 | 1.11 |
| Best month | +12.4% | +12.4% | +16.5% |
| Worst month | −8.2% | −9.7% | −9.7% |
| Best 12 months | +40.3% | +40.3% | +71.9% |
| Worst 12 months | −1.3% | −21.8% | −21.9% |
| Positive months | 61% | 55% | 60% |
| Beta vs S&P 500 | 1.13 | 1.08 | — |
| Correlation with S&P 500 | 0.76 | 0.84 | — |
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.
BKSE rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 67 | −21.9% | +11.3% | +71.9% | 73% |
| 3-year (a year) | 43 | −1.3% | +8.9% | +20.1% | 95% |
| 5-year (a year) | 19 | +5.4% | +8.2% | +12.5% | 100% |
Every holding period starting at a month-end since 2020. Returns for 3 years and longer are annualized.
BKSE performance overview
BNY Mellon US Small Cap Core Equity ETF (BKSE) returned +15.2% over the past year and +6.8% a year over five years, with distributions reinvested. Since its first recorded price in 2020 it has returned +15.9% a year, turning $10,000 into about $26,190. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −29.1%, from Nov 8, 2021 to Sep 26, 2022, and it took 1.8 years to get back to the old high. BKSE finished 4 of its 5 full calendar years with a gain; the best year was 2023 (+22.4%) and the worst 2022 (−18.4%). Volatility has been 19.5% a year.
Related: BKSE chart, BKSE holdings, BKSE dividends, BKSE valuation. See the BKSE overview for the latest quote and fund facts.
BKSE performance FAQ
What is the BKSE return over the past year?
BKSE returned +15.2% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 13.7%.
What is the average annual return of BKSE?
BKSE has returned +6.8% a year over 5 years, +15.9% a year since April 13, 2020 (total return, distributions reinvested).
How much would $10,000 invested in BKSE be worth?
$10,000 invested in BKSE at its first recorded close on April 13, 2020 would be worth about $26,190 on October 23, 2026 with distributions reinvested.
What was the worst year for BKSE?
The worst calendar year was 2022, with a total return of −18.4%. The best was 2023 at +22.4%.
What is the biggest drawdown of BKSE?
The largest peak-to-trough decline was −29.1% between November 8, 2021 and September 26, 2022. It recovered to the old high on July 16, 2024, 1.8 years after the bottom.
How volatile is BKSE?
Over the past 3 years BKSE had an annualized volatility of 18.5% and a Sharpe ratio of 0.71 (excess return over 1–3 month T-bills per unit of risk).