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BNY Mellon US Equity Income Instl W Acc (0P0001FADV.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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181.75+2.91 (+1.63%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.09%
5-year average return11.68%
Number of years up4
Number of years down1
Best 1-yr total return (22 Apr 2024)32.44%
Worst 1-yr total return (22 Apr 2024)N/A
Best 3-yr total return32.44%
Worst 3-yr total return12.82%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001FADV.LCategory
YTD9.11%0.00%
1-month5.74%0.00%
3-month9.11%0.00%
1-year17.93%0.00%
3-year15.29%0.00%
5-year13.30%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001FADV.LCategory
2024
N/AN/A
2023
3.40%N/A
2022
15.95%N/A
2021
32.44%N/A
2020
-6.49%N/A
2019
25.02%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.11%N/AN/AN/A
2023-4.34%0.76%5.28%1.90%
20229.10%-2.63%3.94%5.02%
202113.04%3.88%5.16%7.24%
2020-27.08%14.16%-1.35%13.86%
20198.50%8.14%6.70%-0.13%

Rank in category (by total return)

YTD28
1-month15
3-month28
1-year39
3-year7
5-year21

Load adjusted returns

1-year17.93%
3-year15.29%
5-year13.30%
10-yearN/A