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BNY Mellon Investment Funds - Newton UK Opportunities Fund B Accumulation (0P0000X9CB.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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196.19+1.69 (+0.87%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.25%
5-year average return0.61%
Number of years up9
Number of years down3
Best 1-yr total return (3 May 2024)24.50%
Worst 1-yr total return (3 May 2024)N/A
Best 3-yr total return24.50%
Worst 3-yr total return-4.25%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000X9CB.LCategory
YTD0.83%0.00%
1-month1.94%0.00%
3-month0.83%0.00%
1-year2.04%0.00%
3-year0.38%0.00%
5-year1.60%0.00%
10-year4.23%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000X9CB.LCategory
2024
N/AN/A
2023
7.66%N/A
2022
-18.10%N/A
2021
17.37%N/A
2020
-8.68%N/A
2019
24.50%N/A
2018
-9.41%N/A
2017
11.61%N/A
2016
6.37%N/A
2015
12.99%N/A
2014
10.38%N/A
2013
22.46%N/A
2012
12.66%N/A
2011
-4.52%N/A
2010
14.98%N/A
2009
18.11%N/A
2008
-19.39%N/A
2007
11.00%N/A
2006
18.23%N/A
2005
22.44%N/A
2004
14.74%N/A
2003
27.62%N/A
2002
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.83%N/AN/AN/A
20236.38%0.23%-3.78%4.94%
2022-9.36%-12.15%-3.27%6.34%
20213.18%8.03%2.39%2.84%
2020-24.83%13.43%-1.11%8.30%
20199.57%7.70%1.80%3.64%
2018-4.88%7.61%-1.53%-10.12%
20175.45%1.76%0.81%3.18%
20161.35%1.90%6.78%-3.54%
20157.37%-1.07%0.87%5.46%
20145.17%-0.18%0.16%4.98%
201312.90%-0.90%3.29%5.97%
20125.63%-1.78%6.51%1.95%
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)

YTD97
1-month96
3-month97
1-year98
3-year100
5-year97

Load adjusted returns

1-year2.04%
3-year0.38%
5-year1.60%
10-year4.23%