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BNY Mellon Investment Funds - Newton UK Income Fund B Income (0P0000X9BR.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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155.68+1.07 (+0.69%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.33%
5-year average return7.88%
Number of years up10
Number of years down2
Best 1-yr total return (28 Jun 2024)20.14%
Worst 1-yr total return (28 Jun 2024)N/A
Best 3-yr total return20.14%
Worst 3-yr total return0.67%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000X9BR.LCategory
YTD11.03%0.00%
1-month3.11%0.00%
3-month12.51%0.00%
1-year19.18%0.00%
3-year11.72%0.00%
5-year9.33%0.00%
10-year7.57%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000X9BR.LCategory
2024
N/AN/A
2023
9.85%N/A
2022
9.30%N/A
2021
16.18%N/A
2020
-8.85%N/A
2019
20.14%N/A
2018
-6.84%N/A
2017
10.41%N/A
2016
9.23%N/A
2015
6.94%N/A
2014
6.57%N/A
2013
20.13%N/A
2012
9.34%N/A
2011
0.83%N/A
2010
9.09%N/A
2009
15.24%N/A
2008
-19.92%N/A
2007
-0.22%N/A
2006
18.20%N/A
2005
19.80%N/A
2004
16.18%N/A
2003
28.54%N/A
2002
-12.79%N/A
2001
0.93%N/A
2000
11.50%N/A
1999
17.22%N/A
1998
12.95%N/A
1997
32.03%N/A
1996
14.32%N/A
1995
27.03%N/A
1994
-8.80%N/A
1993
19.84%N/A
1992
26.19%N/A
1991
18.58%N/A
1990
-4.87%N/A
1989
32.31%N/A
1988
7.17%N/A
1987
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.58%N/AN/AN/A
20233.27%-1.31%5.20%2.46%
20223.38%-3.42%-2.93%12.78%
20215.83%4.00%0.89%4.62%
2020-23.75%10.20%-4.82%13.96%
20198.91%3.97%1.18%4.85%
2018-5.56%7.39%-0.14%-8.01%
20175.06%1.33%-0.25%3.96%
20162.10%4.83%6.57%-4.23%
20155.14%-3.69%-1.14%6.82%
20141.47%1.32%0.16%3.50%
201310.59%-0.19%2.26%6.43%
20122.96%0.83%4.57%0.73%
2011-1.00%3.02%-8.57%8.13%
20104.19%-9.25%9.36%5.49%
2009-12.12%7.19%17.22%4.36%
2008-13.23%-2.30%-5.18%-0.37%
20071.91%0.94%-3.45%0.47%
20068.48%-3.12%4.81%7.31%
20053.15%5.02%6.49%3.85%
20041.99%3.75%3.00%6.60%
2003-4.70%17.42%6.89%7.47%
20029.62%-6.76%-17.06%2.87%
2001-1.82%7.30%-15.82%13.80%
2000-2.38%6.26%0.05%7.43%
199912.00%10.31%-7.02%2.04%
199817.76%-4.09%-10.28%11.46%
19975.93%2.85%15.76%4.68%
1996-0.35%0.00%7.62%6.60%
19952.94%4.23%11.19%6.48%
1994-5.53%-7.66%2.94%1.57%
19934.13%-1.52%5.85%10.41%
19921.25%7.94%1.24%14.04%
199115.07%0.46%10.07%-6.81%
1990-2.65%2.91%-15.22%12.00%
198918.79%3.98%5.16%1.86%
19880.57%11.15%-2.47%-1.69%
19872.51%-30.16%N/AN/A

Rank in category (by total return)

YTD11
1-month43
3-month18
1-year11
3-year2
5-year2

Load adjusted returns

1-year19.18%
3-year11.72%
5-year9.33%
10-year7.57%