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BNY Mellon Appreciation I (DGIGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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41.82+0.36 (+0.87%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.26%
5-Year Average Return13.39%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (May 2, 2024)35.50%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return35.50%
Worst 3-Yr Total Return8.41%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDGIGXCategory
YTD3.15%12.38%
1-Month-3.38%5.09%
3-Month1.25%10.28%
1-Year14.01%41.70%
3-Year5.90%22.56%
5-Year12.91%21.98%
10-Year11.19%15.99%
Last Bull Market18.79%25.99%
Last Bear Market-15.20%-17.29%

Annual Total Return (%) History

Year
DGIGXCategory
2024
N/AN/A
2023
21.69%N/A
2022
-17.77%N/A
2021
27.34%N/A
2020
24.29%35.86%
2019
35.50%31.90%
2018
-6.16%-2.09%
2017
26.90%27.67%
2016
N/A3.23%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.76%N/AN/AN/A
20236.37%7.47%-3.31%10.09%
2022-7.79%-15.20%-5.89%11.74%
20213.91%10.48%-0.04%10.97%
2020-16.19%21.00%10.31%11.10%
201914.14%5.86%2.20%9.74%
2018-1.87%3.00%5.32%-11.85%
20177.83%4.89%4.41%7.46%
20161.70%N/AN/AN/A

Rank In Category (By Total Return)

YTD86
1-Month3
3-Month91
1-Year98
3-Year41
5-Year54

Load Adjusted Returns

1-Year14.01%
3-Year5.90%
5-Year12.91%
10-Year11.19%