Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
BNY Mellon VIF Apprec Port Initl
Release date as of 2024-10-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Ratings
Morningstar
Return
Morningstar
Risk
Morningstar
Rating
Number of
Funds
3-Year Average Low 1073
5-Year Below Avg Low 1006
10-Year Below Avg Low 790
Overall Below Avg Low 1073
Morningstar Category: Large Growth | Number of Funds in Category: 1073
Data through 2024-10-31
Ratings reflect risk-adjusted performance and are derived from a weighted average of the performance figures associated with its three, five and ten-year (if applicable) time periods.
  Volatility Measurements
Standard Deviation 17.06
Mean 4.29
Sharpe Ratio 0.10
Trailing 3-Yr as of 2024-10-31
  Modern Portfolio Theory Statistics
Best Fit Index
S&P 500 TR USD
R-Squared 94
Beta 0.96
Alpha -4.31
Trailing 3-Yr as of 2024-10-31
  Principal Risks   
Foreign Securities, Loss of Money, Not FDIC Insured, Value Investing, Market/Market Volatility, Depositary Receipts, Equity Securities, Management, Large Cap
Show Risk Definitions
  Investment Risks
There are no additional fund specific investment risks (e.g. liquidity risk, currency risk, foreign investment risk, etc.) associated with this fund beyond the normal risks generally associated with investing in a mutual fund.
Show Data Definitions

© Copyright 2024 Morningstar, Inc.
All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or any losses arising from any use of information. Past performance is no guarantee of future performance.
Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.