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Bny Mellon Appreciation Fund, Inc. Class Y: (MF: DGYGX)

(NASDAQ Mutual Funds) As of Jun 2, 2026 05:53 PM ET

$36.23 USD

-0.18 (-0.49%)

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 Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 2.21 71
3 months 1.26 80
6 months 2.28 65
1 Year 18.10 77
3 Year 12.08 82
5 Year 7.99 62
10 Year 13.08 44

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Apr 30, 2026

1 Year 6.85
5 Year 7.45
10 Year 12.19
Since Inception 10.91

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -6.39 NA NA NA
2025 -3.20 8.88 3.37 1.42
2024 6.77 3.79 3.22 -1.46
2023 6.37 7.52 -3.30 10.10
2022 -7.77 -15.18 -5.88 11.79
2021 3.89 10.51 -0.02 10.97

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.2110.4912.7321.76-17.6927.3924.3935.57-6.0827.017.61
% Total Return Rel to Index -2.06-7.72-12.29-4.480.50-1.295.994.08-1.685.22-4.31
% Total Return Rel to Peer -2.73-2.21-6.66-1.232.005.334.477.150.786.33-0.20
% Perf Quintile vs Peer* 4.004.004.003.003.002.002.001.003.002.003.00
% Dividends 0.080.220.270.370.340.280.330.420.520.650.70
% Yield 0.590.500.570.450.840.550.781.091.511.501.60
Capital Gains ($) 0.457.386.632.773.091.721.843.225.615.408.69
Expense Ratio 0.000.580.580.590.590.590.590.590.590.610.65

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