BNY Mellon Investment Funds - Newton Real Return Fund Institutional W Income

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)30/09/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-YearAverageBelow Average3 star
10-YearAverageAverage3 star
OverallAverageAverage3 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • BNY Mellon Investment Funds - Newton Real Return Fund Institutional W Income
  • Morningstar UK Mod Tgt Alloc NR GBP
%
Volatility Measurements30/09/2024
 
3-Yr Std Dev6.04 %
3-Yr Mean Return1.55 %
 
3-Yr Sharpe Ratio-0.29
 
Modern Portfolio Statistics30/09/202430/09/2024
 Standard IndexBest Fit Index
 Morningstar UK Mod Tgt Alloc NR GBP  Morningstar Australia NZ 50/50 GR USD
3-Yr Beta0.540.26
3-Yr Alpha-1.72-1.53
 
Advertisement
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)
© Copyright 2024 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Modern Slavery Statement        Cookie Settings        Disclosures