UK Markets closed

BNY Mellon Investment Funds - Newton UK Opportunities Fund Institutional W Accumulation (0P0000X2G0.L)

LSE - LSE Delayed price. Currency in GBp
Add to watchlist
186.55+7.21 (+4.02%)
At close: 8:00PM GMT

Performance overview

Morningstar return rating★★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up7
Number of years down2
Best 1-yr total return (Invalid Date)24.70%
Worst 1-yr total return (Invalid Date)-19.39%
Best 3-yr total return24.70%
Worst 3-yr total return1.14%

Trailing returns (%) vs. Benchmarks

Return0P0000X2G0.LCategory
YTD3.22%4.03%
1-month3.32%1.29%
3-month3.22%4.03%
1-year25.53%18.80%
3-year3.92%6.88%
5-year4.64%9.87%
10-year7.81%5.55%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000X2G0.LCategory
2020
-8.55%N/A
2019
24.70%N/A
2018
-9.27%N/A
2017
11.78%N/A
2016
6.58%N/A
2015
13.38%2.43%
2014
10.79%1.00%
2013
22.91%23.58%
2012
12.81%13.54%
2011
-4.52%-5.32%
2010
14.98%15.83%
2009
18.11%28.37%
2008
-19.39%-30.40%
2007
11.00%3.62%
2006
18.23%15.69%
2005
22.44%20.48%
2004
14.74%11.18%
2003
27.62%19.60%
2002
N/A-22.71%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-24.81%13.48%-1.07%8.33%
20199.60%7.74%1.84%3.68%
2018-4.85%7.66%-1.49%-10.09%
20175.49%1.80%0.85%3.22%
20161.43%1.93%6.82%-3.50%
20157.45%-0.99%0.97%5.54%
20145.26%-0.10%0.28%5.07%
201313.00%-0.84%3.42%6.06%
20122.03%-1.78%6.57%2.03%
2011-0.23%1.88%-10.79%5.30%
20106.58%-7.86%9.96%6.48%
2009-7.37%4.59%16.42%4.71%
2008-8.01%-2.68%-6.51%-3.69%
20073.95%2.71%-0.37%4.37%
20067.37%-3.62%6.07%7.72%
20054.36%4.58%5.85%5.99%
20043.82%1.90%-0.51%9.02%
2003-4.86%13.64%7.11%10.21%
2002-7.39%-14.38%8.87%N/A

Rank in category (by total return)

YTD88
1-month75
3-month88
1-year69
3-year29
5-year78

Load adjusted returns

1-year25.53%
3-year3.92%
5-year4.64%
10-year7.81%