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

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Morningstar Rating™(Relative to Category)30/04/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-YearAverageBelow Average4 star
10-YearAverageAverage3 star
Overall*AverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • BNY Mellon Investment Funds - Newton Real Return Fund Institutional W Accumulation
  • Morningstar UK Mod Tgt Alloc NR GBP
%
Volatility Measurements30/04/2024
 
3-Yr Std Dev6.24 %
3-Yr Mean Return0.63 %
 
3-Yr Sharpe Ratio-0.31
 
Modern Portfolio Statistics30/04/202430/04/2024
 Standard IndexBest Fit Index
 Morningstar UK Mod Tgt Alloc NR GBP  Euronext BEL 20 NR EUR
3-Yr Beta0.570.38
3-Yr Alpha-1.83-1.39
 
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* This share class has performance data calculated prior to the inception date, 2012-09-05. This is based upon a simulated/extended track record, using the track record of BNY Mellon Real Return A GBP Inc (ISIN: GB0001642635), 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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