BNY Mellon US Opportunities Fund Institutional Shares 2 Accumulation

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Morningstar Rating™(Relative to Category)-
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-Year--Not Rated
5-Year--Not Rated
10-Year--Not Rated
Overall--Not Rated
 
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1 Year Daily Volatility Chart (annualised)
  • BNY Mellon US Opportunities Fund Institutional Shares 2 Accumulation
  • Morningstar US Market Ext NR USD
%
Volatility Measurements30/04/2023
 
3-Yr Std Dev19.13 %
3-Yr Mean Return12.21 %
 
3-Yr Sharpe Ratio0.56
 
Modern Portfolio Statistics30/04/202330/04/2023
 Standard IndexBest Fit Index
 Morningstar US Market Ext NR USD  ICE BofA All US Convertible TR USD
3-Yr Beta1.021.29
3-Yr Alpha-2.94-1.92
 
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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)
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