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BNY Mellon Income Stock I (BMIIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.62-0.01 (-0.13%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.05%
5-year average return11.69%
Number of years up5
Number of years down2
Best 1-yr total return (25 June 2024)30.62%
Worst 1-yr total return (25 June 2024)N/A
Best 3-yr total return30.62%
Worst 3-yr total return4.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBMIIXCategory
YTD7.72%4.44%
1-month3.18%-4.04%
3-month4.44%4.09%
1-year23.81%14.37%
3-year10.09%6.04%
5-year13.42%9.20%
10-year10.23%8.57%
Last bull market18.44%22.97%
Last bear market-9.08%-11.27%

Annual total return (%) history

Year
BMIIXCategory
2024
N/AN/A
2023
9.75%11.63%
2022
4.46%-5.90%
2021
30.62%26.22%
2020
-1.99%2.91%
2019
28.38%25.04%
2018
-8.36%-8.53%
2017
15.06%15.94%
2016
N/A14.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.77%N/AN/AN/A
2023-0.44%2.73%0.68%6.58%
20224.84%-9.08%-4.75%15.06%
202112.86%5.89%0.09%9.20%
2020-33.10%17.50%3.19%20.83%
201910.37%5.16%3.26%7.11%
2018-2.73%2.71%5.48%-13.03%
20173.78%1.03%2.94%6.60%
20163.79%7.13%N/AN/A

Rank in category (by total return)

YTD51
1-month44
3-month38
1-year39
3-year4
5-year18

Load adjusted returns

1-year23.81%
3-year10.09%
5-year13.42%
10-year10.23%