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

(NASDAQ Mutual Funds) As of Sep 9, 2026 05:43 PM ET

$37.07 USD

-0.42 (-1.12%)

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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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 4.80 71
3 months 2.62 64
6 months 3.83 75
1 Year 9.54 69
3 Year 10.55 83
5 Year 6.74 73
10 Year 12.61 48

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 78.73
Bear Market (10/07 - 2/09) -45.38
Bull Market (2/09 - 3/21) 798.36

Load Adjusted Returns as of Jul 31, 2026

1 Year 6.25
5 Year 6.80
10 Year 12.56
Since Inception 10.81

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -6.47 8.49 NA NA
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 4.7910.1712.6321.40-17.9327.0223.9935.14-6.3626.627.22
% Total Return Rel to Index -8.73-8.04-12.38-4.840.26-1.655.593.65-1.974.82-4.71
% Total Return Rel to Peer -8.49-2.53-6.75-1.591.764.964.086.710.495.94-0.59
% Perf Quintile vs Peer* 5.004.004.003.003.002.003.001.003.002.003.00
% Dividends 0.080.100.140.250.220.150.230.320.410.420.56
% Yield 0.210.230.300.200.540.290.530.831.170.971.28
Capital Gains ($) 0.457.386.722.773.091.721.843.225.615.408.69
Expense Ratio 0.000.870.870.870.880.880.890.890.900.910.94

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