Dimensional Funds plc Global Sustainability Core Equity Fund USD AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 11.53 | -4.55 | 23.89 | 13.07 | 23.15 | -8.21 | 14.94 | 9.28 |
+/- Category | -1.04 | 2.17 | 4.86 | 2.49 | 5.11 | 1.14 | 2.18 | 1.23 |
+/- Category Index | -1.59 | -1.04 | 2.34 | 0.82 | 3.49 | -0.49 | -0.31 | 0.16 |
% Rank in Category | 64 | 33 | 12 | 31 | 22 | 41 | 37 | 34 |
Trailing Returns (GBP) | 29/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.25 | -0.80 | 0.04 |
1 Week | -0.09 | -1.25 | -0.46 |
1 Month | -2.77 | -1.31 | -1.27 |
3 Months | 3.98 | -1.06 | -1.19 |
6 Months | 20.00 | 4.25 | 1.53 |
YTD | 6.26 | 0.12 | -1.23 |
1 Year | 18.30 | 2.55 | -0.74 |
3 Years Annualised | 7.71 | 1.56 | -0.46 |
5 Years Annualised | 10.84 | 2.24 | 0.47 |
10 Years Annualised | 11.73 | 2.15 | 0.14 |
Category: Global Large-Cap Blend Equity | |||
Category Index: Morningstar Gbl TME NR USD |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 9.28 | - | - | - |
2023 | 3.88 | 2.65 | 0.22 | 7.55 |
2022 | -4.41 | -8.13 | 1.53 | 2.95 |
2021 | 5.62 | 6.99 | 1.82 | 7.04 |
2020 | -18.56 | 21.73 | 3.31 | 10.41 |
2019 | 10.22 | 6.51 | 3.84 | 1.64 |
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