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BNY Mellon Appreciation Y (DGYGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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41.06+0.25 (+0.61%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.19%
5-year average return12.99%
Number of years up7
Number of years down3
Best 1-yr total return (29 Apr 2024)35.58%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return35.58%
Worst 3-yr total return4.58%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDGYGXCategory
YTD6.78%12.38%
1-month1.57%5.09%
3-month6.78%10.28%
1-year22.23%41.70%
3-year9.48%22.56%
5-year15.03%21.98%
10-year12.04%15.99%
Last bull market39.84%25.99%
Last bear market-15.19%-17.29%

Annual total return (%) history

Year
DGYGXCategory
2024
N/AN/A
2023
21.76%N/A
2022
-17.70%N/A
2021
27.39%N/A
2020
24.40%35.86%
2019
35.58%31.90%
2018
-6.10%-2.09%
2017
27.04%27.67%
2016
7.63%3.23%
2015
-2.22%3.60%
2014
8.68%10.00%
2013
N/A33.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.78%N/AN/AN/A
20236.37%7.52%-3.31%10.10%
2022-7.77%-15.19%-5.88%11.79%
20213.89%10.51%-0.03%10.98%
2020-16.19%21.09%10.30%11.14%
201914.16%5.86%2.24%9.73%
2018-1.84%3.02%5.33%-11.83%
20177.86%4.93%4.42%7.49%
20162.02%2.08%1.59%1.72%
2015-0.08%-0.14%-7.12%5.51%
20140.67%6.58%-0.92%2.23%
20138.85%N/AN/AN/A

Rank in category (by total return)

YTD95
1-month76
3-month95
1-year96
3-year46
5-year53

Load adjusted returns

1-year22.23%
3-year9.48%
5-year15.03%
10-year12.04%