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Bny Mellon Appreciation Fund, Inc. Investor Shares: (MF: DGAGX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 05:27 PM ET

$35.08 USD

-0.14 (-0.40%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 0.93 58
3 months 0.93 59
6 months 5.49 66
1 Year 8.25 65
3 Year 12.94 64
5 Year 10.23 60
10 Year 13.37 45

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 78.73
Bear Market (10/07 - 2/09) -45.39
Bull Market (2/09 - 3/21) 764.14

Load Adjusted Returns as of Jan 31, 2026

1 Year 10.17
5 Year 9.44
10 Year 12.83
Since Inception 10.91

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -3.28 8.80 3.32 1.33
2024 6.91 3.74 3.13 -1.53
2023 6.31 7.40 -3.36 10.01
2022 -7.82 -15.25 -5.96 11.70
2021 3.85 10.41 -0.07 10.86

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.9310.1712.6321.40-17.9327.0223.9935.14-6.3626.627.22
% Total Return Rel to Index 0.00-8.04-12.38-4.840.26-1.655.593.65-1.974.82-4.71
% Total Return Rel to Peer 0.00-2.53-6.75-1.591.764.964.086.710.495.94-0.59
% Perf Quintile vs Peer* 0.000.000.003.003.002.003.001.003.002.003.00
% Dividends 0.000.100.140.250.220.150.230.320.410.420.56
% Yield NA0.230.300.210.540.290.530.831.170.971.28
Capital Gains ($) 0.007.386.722.773.091.721.843.225.615.408.69
Expense Ratio 0.000.880.870.870.880.880.890.890.900.910.94

* 1 = Top 20%, 5 = Bottom 20%