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BNY Mellon UK Equity Fund (0P0000X9C9.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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207.09+1.46 (+0.71%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.40%
5-year average return2.28%
Number of years up9
Number of years down3
Best 1-yr total return (4 Jul 2024)19.93%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return19.93%
Worst 3-yr total return-0.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000X9C9.LCategory
YTD4.42%0.00%
1-month1.29%0.00%
3-month4.61%0.00%
1-year5.75%0.00%
3-year3.17%0.00%
5-year3.62%0.00%
10-year5.64%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000X9C9.LCategory
2024
N/AN/A
2023
6.20%N/A
2022
-6.57%N/A
2021
16.23%N/A
2020
-8.20%N/A
2019
19.93%N/A
2018
-6.60%N/A
2017
11.52%N/A
2016
5.14%N/A
2015
11.45%N/A
2014
7.33%N/A
2013
18.42%N/A
2012
15.38%N/A
2011
-14.30%N/A
2010
11.07%N/A
2009
8.56%N/A
2008
-19.43%N/A
2007
16.46%N/A
2006
8.76%N/A
2005
15.72%N/A
2004
11.02%N/A
2003
19.14%N/A
2002
-20.94%N/A
2001
-10.25%N/A
2000
2.14%N/A
1999
19.60%N/A
1998
17.31%N/A
1997
26.37%N/A
1996
10.62%N/A
1995
14.44%N/A
1994
-5.68%N/A
1993
32.87%N/A
1992
21.90%N/A
1991
14.88%N/A
1990
-8.62%N/A
1989
36.38%N/A
1988
8.47%N/A
1987
50.03%N/A
1986
27.62%N/A
1985
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.74%N/AN/AN/A
20234.63%-1.05%-0.22%2.80%
2022-3.33%-8.97%-1.91%8.25%
20213.79%6.31%2.09%3.18%
2020-22.94%11.57%-1.24%8.12%
20199.06%6.05%0.91%2.76%
2018-5.95%9.11%0.29%-9.25%
20174.65%2.91%0.89%2.63%
2016-0.96%1.32%7.41%-2.45%
20156.24%-0.41%0.00%5.33%
20140.28%-2.00%3.10%5.93%
201312.42%-3.46%3.27%5.66%
201211.40%-3.90%5.53%2.13%
2011-1.47%-0.55%-16.94%5.31%
20105.07%-8.92%10.03%5.48%
2009-9.67%1.97%13.86%3.51%
2008-11.11%2.04%-10.70%-0.52%
20072.75%5.72%1.31%5.82%
20065.78%-3.69%2.06%4.60%
20052.19%4.57%6.19%1.98%
20040.48%1.73%1.80%6.70%
2003-5.35%11.77%4.04%8.25%
20021.90%-10.17%-17.40%4.56%
2001-5.73%1.88%-14.64%9.47%
2000-1.82%1.80%-0.04%2.24%
19999.60%4.24%-6.01%11.39%
199814.71%1.45%-10.56%12.71%
19975.25%2.94%12.43%3.73%
19960.87%0.71%2.73%6.00%
1995-2.35%3.85%11.34%1.35%
1994-5.50%-5.76%4.01%1.83%
19938.92%2.37%7.47%10.88%
19922.03%7.77%-0.91%11.87%
199113.48%-1.22%9.62%-6.51%
1990-1.08%3.14%-14.33%4.55%
198916.54%4.42%6.09%5.64%
19885.11%3.09%0.78%-0.67%
198734.69%22.84%6.96%-15.22%
198617.27%6.22%-3.79%6.49%
19857.45%6.44%N/AN/A

Rank in category (by total return)

YTD92
1-month89
3-month94
1-year97
3-year86
5-year91

Load adjusted returns

1-year5.75%
3-year3.17%
5-year3.62%
10-year5.64%