BNY Mellon Investment Funds - Newton Global Opportunities Fund Sterling Income

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Morningstar Rating™(Relative to Category)31/10/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAverageAverage3 star
10-YearAverageAverage3 star
OverallAverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • BNY Mellon Investment Funds - Newton Global Opportunities Fund Sterling Income
  • MSCI ACWI NR USD
%
Volatility Measurements31/10/2021
 
3-Yr Std Dev14.45 %
3-Yr Mean Return15.05 %
 
3-Yr Sharpe Ratio0.95
 
Modern Portfolio Statistics31/10/202131/10/2021
 Standard IndexBest Fit Index
 MSCI ACWI NR USD  Morningstar DM NR USD
3-Yr Beta1.010.98
3-Yr Alpha-0.78-0.62
 
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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)