BNY Mellon Investment Funds - Newton International Bond Fund Institutional W Accumulation

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageBelow Average4 star
5-YearAverageAverage3 star
10-Year*AverageAverage3 star
Overall*AverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • BNY Mellon Investment Funds - Newton International Bond Fund Institutional W Accumulation
  • Bloomberg Global Aggregate TR USD
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev8.20 %
3-Yr Mean Return3.34 %
 
3-Yr Sharpe Ratio0.35
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 Bloomberg Global Aggregate TR USD  FTSE WGBI GBP
3-Yr Beta0.960.91
3-Yr Alpha0.080.65
 
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* This share class has performance data calculated prior to the inception date, 2012-09-04. This is based upon a simulated/extended track record, using the track record of BNY Mellon International Bond GBP Inc (ISIN: GB0006779655), 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)