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BNY Mellon Appreciation I (DGIGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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41.46+0.53 (+1.29%)
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 (2 May 2024)35.50%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return35.50%
Worst 3-yr total return8.41%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
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%