BNY Mellon Global Equity Fund B Accumulation

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Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageBelow Average4 star
5-YearAbove AverageBelow Average4 star
10-YearAbove AverageBelow Average4 star
Overall*Above AverageBelow Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • BNY Mellon Global Equity Fund B Accumulation
  • Morningstar Global TME NR USD
%
Volatility Measurements31/10/2024
 
3-Yr Std Dev10.24 %
3-Yr Mean Return8.86 %
 
3-Yr Sharpe Ratio0.51
 
Modern Portfolio Statistics31/10/202431/10/2024
 Standard IndexBest Fit Index
 Morningstar Global TME NR USD  Morningstar Gbl Growth TME NR USD
3-Yr Beta0.870.77
3-Yr Alpha0.572.18
 
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* This share class has performance data calculated prior to the inception date, 2012-10-08. This is based upon a simulated/extended track record, using the track record of BNY Mellon Global Equity GBP Inc (ISIN: GB0006779986), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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