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BNY Mellon Equity Income Inst W Inc (0P0000Y2GT.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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133.90+0.15 (+0.11%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.47%
5-year average return1.65%
Number of years up8
Number of years down2
Best 1-yr total return (6 Oct 2023)27.94%
Worst 1-yr total return (6 Oct 2023)N/A
Best 3-yr total return27.94%
Worst 3-yr total return-4.25%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000Y2GT.LCategory
YTD2.47%0.00%
1-month1.62%0.00%
3-month1.76%0.00%
1-year8.88%0.00%
3-year12.11%0.00%
5-year1.65%0.00%
10-year4.63%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000Y2GT.LCategory
2023
N/AN/A
2022
6.83%N/A
2021
12.82%N/A
2020
-16.96%N/A
2019
15.67%N/A
2018
-8.61%N/A
2017
11.74%N/A
2016
15.11%N/A
2015
1.01%N/A
2014
3.90%N/A
2013
27.94%N/A
2012
16.08%N/A
2011
-3.62%N/A
2010
17.00%N/A
2009
25.61%N/A
2008
-27.91%N/A
2007
4.15%N/A
2006
-14.68%N/A
2005
20.69%N/A
2004
14.61%N/A
2003
19.04%N/A
2002
-15.75%N/A
2001
-3.18%N/A
2000
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20234.09%-0.76%N/AN/A
20225.43%-2.56%-4.07%8.41%
20216.83%4.49%-0.58%1.66%
2020-28.91%8.16%-6.84%15.92%
20197.51%1.87%0.63%4.95%
2018-5.43%8.80%-1.06%-10.23%
20173.93%2.40%-0.14%5.15%
2016-1.58%1.39%8.43%6.38%
20155.86%-2.10%-7.03%4.83%
2014-1.43%2.40%0.59%2.34%
201311.54%0.69%5.38%8.09%
20128.33%-2.16%5.10%4.21%
20111.80%0.84%-13.81%8.93%
20107.12%-10.43%14.65%6.36%
2009-12.43%15.07%21.61%2.51%
2008-10.63%-3.15%-10.06%-7.39%
20070.95%4.32%-2.17%1.10%
20066.88%-1.26%-18.12%-1.26%
20053.60%5.04%6.10%4.52%
20042.01%2.17%2.66%7.12%
2003-6.98%15.53%2.82%7.73%
20024.60%-8.23%-15.38%3.72%
2001-2.11%3.52%-12.18%8.79%
20003.48%-0.21%5.20%N/A

Rank in category (by total return)

YTD40
1-month78
3-month83
1-year36
3-year27
5-year63

Load adjusted returns

1-year5.25%
3-year11.24%
5-year1.29%
10-year4.71%