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BNY Mellon Dynamic Value Fund C (DCGVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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39.18+0.38 (+0.98%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.36%
5-year average return13.05%
Number of years up17
Number of years down5
Best 1-yr total return (20 Jun 2024)36.61%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return36.61%
Worst 3-yr total return4.71%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDCGVXCategory
YTD8.63%4.44%
1-month3.56%-4.04%
3-month4.83%4.09%
1-year24.23%14.37%
3-year10.23%6.04%
5-year14.90%9.20%
10-year10.02%8.57%
Last bull market20.09%22.97%
Last bear market-11.56%-11.27%

Annual total return (%) history

Year
DCGVXCategory
2024
N/AN/A
2023
11.78%11.63%
2022
1.99%-5.90%
2021
32.31%26.22%
2020
2.91%2.91%
2019
25.78%25.04%
2018
-11.31%-8.53%
2017
13.97%15.94%
2016
17.40%14.81%
2015
-3.04%-4.05%
2014
9.61%10.21%
2013
36.61%31.21%
2012
17.09%14.57%
2011
-6.92%-0.75%
2010
14.13%13.66%
2009
24.04%24.13%
2008
-36.53%-37.09%
2007
5.08%1.42%
2006
19.07%18.15%
2005
7.50%5.95%
2004
16.86%12.97%
2003
42.52%28.44%
2002
-27.21%-18.69%
2001
N/A-4.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.27%N/AN/AN/A
20230.26%3.45%0.28%7.46%
20223.45%-11.56%-2.94%14.86%
202113.14%6.77%0.47%9.02%
2020-30.76%16.69%5.91%20.27%
20199.82%4.23%1.69%8.06%
2018-2.54%1.67%5.63%-15.27%
20172.39%0.08%3.64%7.31%
2016-1.89%3.25%5.26%10.10%
20151.43%0.10%-9.28%5.27%
20142.19%2.70%0.45%3.98%
201311.88%4.83%5.06%10.87%
201211.92%-6.43%8.22%3.31%
20115.89%-0.93%-22.30%14.19%
20105.89%-12.98%9.84%12.76%
2009-11.87%17.28%15.89%3.55%
2008-7.71%-2.26%-11.04%-20.91%
20071.67%6.62%-0.15%-2.92%
20065.27%-0.55%4.41%8.94%
2005-1.61%1.16%5.07%2.79%
20045.27%0.99%-2.68%12.94%
20030.36%19.07%6.09%12.42%
20020.17%-16.72%-24.09%14.94%
2001-14.89%17.82%N/AN/A

Rank in category (by total return)

YTD35
1-month27
3-month30
1-year35
3-year4
5-year6

Load adjusted returns

1-year23.23%
3-year10.23%
5-year14.90%
10-year10.02%