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BNY Mellon Appreciation Investor (DGAGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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41.29+0.26 (+0.63%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.17%
5-Year Average Return12.82%
Number of Years Up32
Number of Years Down7
Best 1 Yr Total Return (Apr 30, 2024)35.14%
Worst 1 Yr Total Return (Apr 30, 2024)N/A
Best 3-Yr Total Return35.14%
Worst 3-Yr Total Return4.21%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDGAGXCategory
YTD6.69%12.38%
1-Month1.54%5.09%
3-Month6.69%10.28%
1-Year21.83%41.70%
3-Year9.14%22.56%
5-Year14.68%21.98%
10-Year11.68%15.99%
Last Bull Market39.49%25.99%
Last Bear Market-15.25%-17.29%

Annual Total Return (%) History

Year
DGAGXCategory
2024
N/AN/A
2023
21.40%N/A
2022
-17.94%N/A
2021
27.02%N/A
2020
24.01%35.86%
2019
35.14%31.90%
2018
-6.38%-2.09%
2017
26.64%27.67%
2016
7.23%3.23%
2015
-2.51%3.60%
2014
8.27%10.00%
2013
21.45%33.92%
2012
10.18%15.34%
2011
7.62%-2.46%
2010
15.26%15.53%
2009
21.01%35.68%
2008
-32.37%-40.67%
2007
6.54%13.35%
2006
16.26%7.05%
2005
4.14%6.71%
2004
5.57%7.81%
2003
20.39%28.66%
2002
-17.14%-27.64%
2001
-10.75%-22.30%
2000
1.80%-13.05%
1999
9.97%38.87%
1998
30.85%34.55%
1997
27.85%26.36%
1996
25.67%19.76%
1995
37.88%32.65%
1994
3.62%-2.45%
1993
0.71%8.69%
1992
4.63%5.92%
1991
38.43%40.07%
1990
-1.84%-3.78%
1989
27.20%27.76%
1988
16.61%12.55%
1987
4.58%1.56%
1986
14.97%14.05%
1985
35.27%28.64%
1984
N/A-3.94%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.69%N/AN/AN/A
20236.32%7.41%-3.36%10.02%
2022-7.82%-15.25%-5.96%11.71%
20213.85%10.41%-0.08%10.86%
2020-16.26%20.98%10.23%11.04%
201914.06%5.79%2.12%9.67%
2018-1.91%2.93%5.23%-11.88%
20177.80%4.82%4.34%7.42%
20161.89%2.00%1.50%1.65%
2015-0.15%-0.23%-7.19%5.44%
20140.60%6.50%-1.00%2.07%
20137.50%-0.50%4.41%8.75%
20129.80%-3.12%6.03%-2.31%
20115.67%1.68%-10.31%11.67%
20104.36%-10.01%12.11%9.47%
2009-11.16%13.01%13.35%6.34%
2008-7.03%-1.90%-8.65%-18.82%
2007-1.13%6.19%3.70%-2.14%
20061.69%0.87%5.87%7.06%
2005-0.06%0.72%3.36%0.08%
20040.69%1.39%-3.59%7.26%
2003-4.28%12.96%0.71%10.55%
20022.60%-11.28%-14.34%6.27%
2001-10.83%3.79%-8.74%5.67%
20000.65%2.94%-1.98%0.24%
19993.12%3.64%-6.65%10.22%
199815.69%4.54%-10.23%20.52%
19973.52%16.35%4.45%1.63%
19965.84%5.66%4.22%7.83%
19958.44%9.73%8.10%7.20%
1994-5.23%0.50%6.85%1.82%
1993-3.50%-1.78%0.14%6.10%
1992-3.75%0.28%4.80%3.44%
199115.71%-1.66%7.10%13.58%
1990-1.56%7.58%-14.66%8.62%
19896.13%7.52%10.06%1.29%
19889.86%9.07%-2.30%-0.39%
198722.40%3.33%9.75%-24.66%
198625.12%6.57%-14.67%1.04%
19852.80%7.49%-0.14%22.59%
19841.81%2.10%1.74%N/A

Rank In Category (By Total Return)

YTD96
1-Month78
3-Month96
1-Year96
3-Year50
5-Year58

Load Adjusted Returns

1-Year21.83%
3-Year9.14%
5-Year14.68%
10-Year11.68%