Nasdaq - Delayed Quote
USD
BNY Mellon Appreciation Investor (DGAGX)
37.12
-0.60
(-1.59%)
At close: October 30 at 8:08:19 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 6.38% |
|---|---|
| 5y Average Return | 6.19% |
| Number of Years Up | 34 |
| Number of Years Down | 7 |
| Best 1Y Total Return (Oct 30, 2026) | 35.14% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 35.14% |
| Worst 3Y Total Return | 3.85% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
DGAGX
Category
- YTD
- 7.69%
- 0.00%
- 1-Month
- 0.57%
- 0.00%
- 3-Month
- 6.13%
- 0.00%
- 1-Year
- 9.13%
- 0.00%
- 3-Year
- 13.63%
- 0.00%
- 5-Year
- 8.05%
- 0.00%
- 10-Year
- 13.05%
- 0.00%
- Last Bull Market
- 14.09%
- 0.00%
- Last Bear Market
- -15.25%
- 0.00%
Annual Total Return (%) History
Year
DGAGX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-6.47% | 8.50% | 6.13% | -- |
|
2025
|
-3.30% | 8.80% | 3.33% | 1.33% |
|
2024
|
6.69% | 3.74% | 3.13% | -1.52% |
|
2023
|
6.32% | 7.41% | -3.36% | 10.02% |
|
2022
|
-7.82% | -15.25% | -5.96% | 11.71% |
|
2021
|
3.85% | 10.41% | -0.08% | 10.86% |
|
2020
|
-16.26% | 20.98% | 10.23% | 11.04% |
|
2019
|
14.06% | 5.79% | 2.12% | 9.67% |
|
2018
|
-1.91% | 2.93% | 5.23% | -11.88% |
|
2017
|
7.80% | 4.82% | 4.34% | 7.42% |
Rank in Category (By Total Return)
| YTD | 59 |
| 1-Month | 70 |
|---|---|
| 3-Month | 7 |
| 1-Year | 56 |
| 3-Year | 96 |
| 5-Year | 83 |
Load Adjusted Returns
| 1-Year | 9.13% |
| 3-Year | 13.63% |
|---|---|
| 5-Year | 8.05% |
| 10-Year | 13.05% |
Performance & Risk
| YTD Return | 6.38% |
| 5y Average Return | 6.19% |
| Rank in Category (ytd) | 59 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.82 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | BNY Mellon |
| Net Assets | 1.89B |
| YTD Return | 7.69% |
| Yield | 0.23% |
| Morningstar Rating | |
| Inception Date | Jan 18, 1984 |
Fund Summary
The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in common stocks. It focuses on "blue chip" companies with total market capitalizations of more than $5 billion at the time of purchase, including multinational companies. In addition to direct investments, the fund may invest in securities of foreign companies in the form of U.S. dollar-denominated American Depositary Receipts (ADRs).
