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BNY Mellon Tax Managed Growth Fund (DTMGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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41.92+0.04 (+0.10%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.25%
5-year average return13.87%
Number of years up19
Number of years down7
Best 1-yr total return (1 July 2024)35.02%
Worst 1-yr total return (1 July 2024)N/A
Best 3-yr total return35.02%
Worst 3-yr total return3.39%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDTMGXCategory
YTD6.97%12.38%
1-month3.77%5.09%
3-month2.10%10.28%
1-year19.69%41.70%
3-year6.31%22.56%
5-year14.44%21.98%
10-year10.62%15.99%
Last bull market18.70%25.99%
Last bear market-14.81%-17.29%

Annual total return (%) history

Year
DTMGXCategory
2024
N/AN/A
2023
20.15%N/A
2022
-18.43%N/A
2021
26.94%N/A
2020
23.65%35.86%
2019
35.02%31.90%
2018
-7.26%-2.09%
2017
25.48%27.67%
2016
5.97%3.23%
2015
-2.96%3.60%
2014
7.49%10.00%
2013
20.83%33.92%
2012
8.52%15.34%
2011
9.22%-2.46%
2010
15.61%15.53%
2009
20.29%35.68%
2008
-30.57%-40.67%
2007
5.54%13.35%
2006
16.43%7.05%
2005
3.68%6.71%
2004
3.44%7.81%
2003
19.60%28.66%
2002
-18.10%-27.64%
2001
-9.43%-22.30%
2000
-2.04%-13.05%
1999
10.58%38.87%
1998
29.14%34.55%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.51%4.23%N/AN/A
20236.05%6.62%-3.51%10.13%
2022-8.16%-14.81%-6.32%11.28%
20213.95%9.94%0.13%10.93%
2020-16.15%20.81%10.15%10.82%
201914.15%5.36%2.60%9.42%
2018-2.38%2.65%5.36%-12.16%
20177.53%4.58%4.05%7.23%
20161.15%1.57%1.55%1.58%
2015-0.73%-0.24%-7.24%5.63%
20140.16%6.00%-0.54%1.79%
20137.44%-0.57%4.08%8.68%
20129.40%-3.37%5.94%-3.09%
20115.45%2.25%-9.35%11.75%
20104.40%-9.87%12.28%9.42%
2009-10.47%12.35%12.25%6.53%
2008-6.97%-3.15%-6.45%-17.63%
2007-1.32%5.29%4.01%-2.33%
20061.39%0.72%6.65%6.91%
20050.31%0.00%4.10%-0.71%
20040.38%1.02%-4.21%6.50%
2003-3.94%12.21%0.70%10.18%
20022.36%-11.99%-15.00%6.96%
2001-9.55%4.03%-10.38%7.39%
20000.83%2.24%-2.03%-3.00%
19992.92%3.78%-6.72%10.99%
199814.22%3.92%-9.73%20.53%

Rank in category (by total return)

YTD86
1-month76
3-month57
1-year95
3-year60
5-year67

Load adjusted returns

1-year12.81%
3-year4.23%
5-year13.10%
10-year9.97%