LSE - Delayed Quote GBp
Newton Sst Gr and Inc for Chrts X Inc (0P000130KE.L)
At close: October 14 at 9:00 PM GMT+1
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 8.71% |
| 5y Average Return | 6.52% |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Oct 11, 2024) | 18.66% |
| Worst 1Y Total Return (Oct 11, 2024) | -- |
| Best 3Y Total Return | 18.66% |
| Worst 3Y Total Return | 3.47% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P000130KE.L
Category
- YTD
- 8.13%
- 0.00%
- 1-Month
- 0.68%
- 0.00%
- 3-Month
- 0.40%
- 0.00%
- 1-Year
- 13.23%
- 0.00%
- 3-Year
- 4.51%
- 0.00%
- 5-Year
- 6.04%
- 0.00%
- 10-Year
- 8.00%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P000130KE.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 4.64% | 2.93% | 0.40% | -- |
| 2023 | 3.94% | 2.25% | -0.53% | 4.72% |
| 2022 | -4.30% | -6.07% | -0.03% | 0.46% |
| 2021 | 2.05% | 4.84% | 2.78% | 5.64% |
| 2020 | -11.62% | 11.62% | 1.17% | 5.84% |
| 2019 | 6.59% | 6.97% | 2.94% | 1.09% |
| 2018 | -4.07% | 7.57% | 3.76% | -6.93% |
| 2017 | 4.29% | 2.10% | 1.52% | 2.47% |
| 2016 | 0.82% | 4.97% | 6.45% | 0.77% |
| 2015 | 6.02% | -3.87% | -3.34% | 6.24% |
| 2014 | 1.31% | 1.95% | 4.65% | -- |
Rank in Category (By Total Return)
| YTD | 40 |
| 1-Month | 45 |
| 3-Month | 85 |
| 1-Year | 63 |
| 3-Year | 17 |
| 5-Year | 21 |
Load Adjusted Returns
| 1-Year | 13.23% |
| 3-Year | 4.51% |
| 5-Year | 6.04% |
| 10-Year | 8.00% |
Performance & Risk
| YTD Return | 8.71% |
| 5y Average Return | 6.52% |
| Rank in Category (ytd) | 40 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.77 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | BNY Mellon Fund Managers Limited |
| Net Assets | 91.88M |
| YTD Return | 8.13% |
| Yield | 2.07% |
| Morningstar Rating | |
| Inception Date | Mar 17, 2023 |
Fund Summary
Fund Summary Information Not Available
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