BNY Mellon US Opportunities Fund B Accumulation

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Morningstar Rating™(Relative to Category)31/03/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average3 star
5-YearAverageAbove Average3 star
10-YearAverageHigh3 star
Overall*AverageHigh3 star
 
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1 Year Daily Volatility Chart (annualised)
  • BNY Mellon US Opportunities Fund B Accumulation
  • Morningstar US Market Ext NR USD
%
Volatility Measurements31/03/2024
 
3-Yr Std Dev18.43 %
3-Yr Mean Return8.38 %
 
3-Yr Sharpe Ratio0.31
 
Modern Portfolio Statistics31/03/202431/03/2024
 Standard IndexBest Fit Index
 Morningstar US Market Ext NR USD  Refinitiv Global CB TR USD
3-Yr Beta1.041.75
3-Yr Alpha-4.9811.06
 
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* This share class has performance data calculated prior to the inception date, 2012-09-24. This is based upon a simulated/extended track record, using the track record of BNY Mellon US Opps GBP Inc (ISIN: GB0006778350), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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