Nasdaq - Delayed Quote USD

BNY Mellon Global Stock - A (DGLAX)

21.78 +0.01 (+0.05%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 6.72%
5y Average Return 10.51%
Number of Years Up 12
Number of Years Down 5
Best 1Y Total Return (Jun 5, 2024) 34.52%
Worst 1Y Total Return (Jun 5, 2024) --
Best 3Y Total Return 34.52%
Worst 3Y Total Return 2.77%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DGLAX
Category
YTD
5.05%
9.95%
1-Month
3.23%
2.98%
3-Month
-0.32%
8.22%
1-Year
15.09%
40.81%
3-Year
4.09%
19.17%
5-Year
10.65%
18.49%
10-Year
9.09%
11.83%
Last Bull Market
22.13%
21.12%
Last Bear Market
-15.56%
-20.34%

Annual Total Return (%) History

Year
DGLAX
Category
2024
--
--
2023
20.81%
--
2022
-19.49%
--
2021
17.44%
--
2020
19.20%
32.67%
2019
29.27%
30.40%
2018
-1.99%
-7.79%
2017
23.88%
30.22%

2016
5.79%
2.42%
2015
-0.05%
1.26%
2014
2.66%
2.65%
2013
18.13%
26.44%
2012
18.52%
18.01%
2011
-2.18%
-6.80%
2010
10.15%
15.68%
2009
34.52%
39.03%
2008
-30.95%
-41.58%
2007
9.25%
12.98%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.11% -- -- --
2023 10.47% 5.67% -7.04% 11.33%
2022 -9.40% -15.56% -7.38% 13.62%
2021 0.12% 8.00% 0.22% 8.38%
2020 -16.46% 15.86% 7.69% 14.37%
2019 15.14% 3.77% 0.41% 7.76%
2018 0.70% 2.81% 7.20% -11.70%
2017 7.31% 4.79% 4.01% 5.92%
2016 2.29% 2.28% 2.63% -1.49%
2015 1.36% 1.02% -6.65% 4.56%

2014 -0.66% 4.34% -1.17% 0.23%
2013 4.93% -0.49% 8.02% 4.74%
2012 12.32% -4.50% 5.21% 5.02%
2011 2.35% 2.37% -12.57% 6.78%
2010 3.86% -11.38% 12.14% 6.72%
2009 -2.15% 15.95% 13.28% 4.66%
2008 -5.44% 1.73% -11.57% -18.82%
2007 0.08% 5.84% 4.00% -0.83%

Rank in Category (By Total Return)

YTD 80
1-Month 79
3-Month 75
1-Year 83
3-Year 34
5-Year 65

Load Adjusted Returns

1-Year 8.48%
3-Year 2.05%
5-Year 9.34%
10-Year 8.45%

Performance & Risk

YTD Return 6.72%
5y Average Return 10.51%
Rank in Category (ytd) 80
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Growth
Fund Family BNY Mellon
Net Assets 992.68M
YTD Return 5.05%
Yield 0.10%
Morningstar Rating
Inception Date Jul 01, 2013

Fund Summary

To pursue its goal, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in stocks. The fund's investments will be focused on companies located in the developed markets. Examples of "developed markets" are the United States, Canada, Japan, Australia, Hong Kong and Western Europe. It may invest in the securities of companies of any market capitalization. The fund's sub-adviser, Walter Scott & Partners Limited (Walter Scott), seeks investment opportunities in companies with fundamental strengths that indicate the potential for sustainable long-term growth.

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