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BNY Mellon Income Stock I (BMIIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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7.62+0.01 (+0.13%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.44%
5-Year Average Return11.51%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Apr 23, 2024)30.62%
Worst 1 Yr Total Return (Apr 23, 2024)N/A
Best 3-Yr Total Return30.62%
Worst 3-Yr Total Return4.86%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBMIIXCategory
YTD8.77%17.52%
1-Month5.46%-0.87%
3-Month8.77%5.51%
1-Year19.90%42.88%
3-Year13.01%11.93%
5-Year13.17%12.07%
10-Year10.63%10.95%
Last Bull Market49.01%23.18%
Last Bear Market-9.08%-17.87%

Annual Total Return (%) History

Year
BMIIXCategory
2024
N/AN/A
2023
9.75%N/A
2022
4.46%N/A
2021
30.62%N/A
2020
-1.99%2.91%
2019
28.38%25.04%
2018
-8.36%-8.53%
2017
15.06%15.94%
2016
N/A14.81%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.77%N/AN/AN/A
2023-0.44%2.73%0.68%6.58%
20224.84%-9.08%-4.75%15.06%
202112.86%5.89%0.09%9.20%
2020-33.10%17.50%3.19%20.83%
201910.37%5.16%3.26%7.11%
2018-2.73%2.71%5.48%-13.03%
20173.78%1.03%2.94%6.60%
20163.79%7.13%N/AN/A

Rank In Category (By Total Return)

YTD51
1-Month31
3-Month51
1-Year58
3-Year4
5-Year15

Load Adjusted Returns

1-Year19.90%
3-Year13.01%
5-Year13.17%
10-Year10.63%