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BNY Mellon Income Stock Fund (MIISX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.95+0.11 (+1.38%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.09%
5-year average return12.54%
Number of years up18
Number of years down4
Best 1-yr total return (29 May 2024)33.96%
Worst 1-yr total return (29 May 2024)N/A
Best 3-yr total return33.96%
Worst 3-yr total return4.65%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMIISXCategory
YTD4.34%4.44%
1-month-3.94%-4.04%
3-month3.96%4.09%
1-year13.61%14.37%
3-year9.72%6.04%
5-year10.89%9.20%
10-year9.89%8.57%
Last bull market18.15%22.97%
Last bear market-9.18%-11.27%

Annual total return (%) history

Year
MIISXCategory
2024
N/AN/A
2023
9.55%11.63%
2022
4.29%-5.90%
2021
30.26%26.22%
2020
-2.05%2.91%
2019
28.00%25.04%
2018
-8.58%-8.53%
2017
14.86%15.94%
2016
16.83%14.81%
2015
0.37%-4.05%
2014
10.26%10.21%
2013
33.96%31.21%
2012
14.50%14.57%
2011
3.23%-0.75%
2010
14.07%13.66%
2009
22.78%24.13%
2008
-36.17%-37.09%
2007
3.33%1.42%
2006
15.46%18.15%
2005
7.89%5.95%
2004
12.76%12.97%
2003
24.35%28.44%
2002
-20.33%-18.69%
2001
N/A-4.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.62%N/AN/AN/A
2023-0.48%2.61%0.74%6.49%
20224.81%-9.18%-4.71%14.97%
202112.74%5.85%0.04%9.11%
2020-33.14%17.55%3.09%20.90%
201910.19%5.17%3.27%6.95%
2018-2.86%2.61%5.46%-13.04%
20173.68%1.06%2.85%6.58%
20161.46%3.69%3.69%7.10%
20152.68%-0.59%-8.09%6.99%
20142.58%5.14%-0.13%2.36%
201311.15%4.07%4.46%10.86%
20128.47%-2.75%6.61%1.82%
20116.44%0.31%-14.14%12.60%
20105.92%-12.05%10.44%10.87%
2009-14.35%17.94%15.88%4.89%
2008-7.71%-5.63%-8.51%-19.89%
20071.22%5.38%1.08%-4.16%
20064.20%-0.40%4.70%6.26%
20051.21%1.28%4.05%1.15%
20043.49%-0.77%0.85%8.88%
2003-2.76%12.01%1.58%12.39%
20020.92%-11.37%-16.14%6.22%
20018.09%N/AN/AN/A

Rank in category (by total return)

YTD54
1-month45
3-month53
1-year54
3-year5
5-year22

Load adjusted returns

1-year13.61%
3-year9.72%
5-year10.89%
10-year9.89%