0P00000QZD.L - BNY Mellon Investment Funds - Newton Real Return Fund Sterling Income

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-2.91%
5-Year Average Return2.76%
Number of Years Up22
Number of Years Down7
Best 1 Yr Total Return (Jun 1, 2023)12.06%
Worst 1 Yr Total Return (Jun 1, 2023)N/A
Best 3-Yr Total Return12.06%
Worst 3-Yr Total Return1.75%

Trailing Returns (%) Vs. Benchmarks

Return0P00000QZD.LCategory
YTD-2.91%0.00%
1-Month-2.23%0.00%
3-Month-2.40%0.00%
1-Year-4.49%0.00%
3-Year1.95%0.00%
5-Year2.76%0.00%
10-Year2.31%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00000QZD.LCategory
2023
N/AN/A
2022
-7.48%N/A
2021
6.83%N/A
2020
6.57%N/A
2019
12.06%N/A
2018
-0.45%N/A
2017
2.08%N/A
2016
3.86%N/A
2015
1.17%N/A
2014
3.39%N/A
2013
5.66%N/A
2012
3.73%N/A
2011
-0.00%N/A
2010
10.18%N/A
2009
11.02%N/A
2008
4.78%N/A
2007
15.23%N/A
2006
8.24%N/A
2005
16.71%N/A
2004
14.38%N/A
2003
28.41%N/A
2002
-28.84%N/A
2001
-17.21%N/A
2000
-11.32%N/A
1999
43.90%N/A
1998
6.25%N/A
1997
23.58%N/A
1996
8.79%N/A
1995
20.54%N/A
1994
-1.86%N/A
1993
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2023-1.46%N/AN/AN/A
2022-4.47%-2.21%-4.40%3.59%
20211.09%2.26%-0.30%3.65%
2020-9.38%7.85%3.43%5.43%
20194.22%4.29%1.58%1.50%
2018-2.70%2.23%1.92%-1.81%
20171.87%1.06%-1.00%0.17%
20163.91%4.09%1.27%-5.18%
20154.29%-2.88%-1.41%1.32%
20141.41%1.13%0.17%0.66%
20135.93%-2.97%1.80%0.98%
20120.65%0.81%4.65%-2.31%
20111.19%0.56%-4.52%2.92%
20102.10%-1.68%5.34%4.19%
2009-2.70%-0.59%10.44%3.93%
2008-1.81%0.75%-3.73%10.01%
20073.45%3.16%3.53%4.30%
20066.47%-3.38%0.72%4.48%
20052.65%4.10%7.41%1.68%
20041.29%0.39%3.64%8.53%
2003-3.97%14.25%8.06%8.32%
20022.59%-11.83%-22.34%1.31%
2001-7.73%2.42%-21.28%11.29%
20004.34%-3.33%-7.06%-5.41%
19998.46%7.70%-1.95%25.63%
19987.76%3.04%-16.89%15.15%
19978.22%8.79%5.41%-0.42%
19965.32%3.85%-1.60%1.08%
1995-2.57%7.93%8.09%6.05%
19944.08%-6.69%4.91%-3.67%
199322.34%N/AN/AN/A

Rank In Category (By Total Return)

YTD83
1-Month31
3-Month58
1-Year56
3-Year55
5-Year22

Load Adjusted Returns

1-Year-3.30%
3-Year3.40%
5-Year3.35%
10-Year2.53%