LSE - Delayed Quote GBP

BNY Mellon MA Glbl bal Inst W Inc (0P0001AN8H.L)

1.5299 +0.0042 (+0.28%)
At close: December 24 at 8:00:00 PM GMT

Performance Overview

Morningstar Return Rating --
YTD Return 11.24%
5y Average Return 7.34%
Number of Years Up 4
Number of Years Down 2
Best 1Y Total Return (Dec 24, 2024) 18.17%
Worst 1Y Total Return (Dec 24, 2024) --
Best 3Y Total Return 18.17%
Worst 3Y Total Return 5.77%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001AN8H.L
Category
YTD
11.56%
0.00%
1-Month
2.16%
0.00%
3-Month
2.34%
0.00%
1-Year
15.19%
0.00%
3-Year
5.94%
0.00%
5-Year
7.84%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001AN8H.L
Category
2024
--
--
2023
9.60%
--
2022
-4.81%
--
2021
17.19%
--
2020
6.06%
--
2019
18.17%
--
2018
-1.87%
--
2017
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.86% 2.37% 0.56% --
2023 3.60% 1.42% -0.01% 4.33%
2022 -2.26% -5.36% -0.22% 3.13%
2021 2.53% 5.13% 3.10% 5.44%
2020 -12.16% 11.80% 1.16% 6.76%
2019 6.69% 6.77% 2.83% 0.89%
2018 -4.40% 7.33% 3.41% -7.52%
2017 1.09% 2.21% -- --

Rank in Category (By Total Return)

YTD 30
1-Month 62
3-Month 67
1-Year 44
3-Year 7
5-Year 7

Load Adjusted Returns

1-Year 15.19%
3-Year 5.94%
5-Year 7.84%
10-Year --

Performance & Risk

YTD Return 11.24%
5y Average Return 7.34%
Rank in Category (ytd) 30
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.74
Morningstar Risk Rating

Fund Overview

Category --
Fund Family BNY Mellon Fund Managers Limited
Net Assets 531.5M
YTD Return 11.56%
Yield 1.60%
Morningstar Rating
Inception Date Apr 14, 2005

Fund Summary

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