Dimensional Funds plc Global Sustainability Core Equity Fund USD DistributingRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 11.49 | -4.56 | 23.91 | 13.11 | 23.10 | -8.16 | 14.90 | 4.76 |
+/- Category | -1.09 | 2.16 | 4.87 | 2.52 | 5.05 | 1.19 | 2.14 | -0.74 |
+/- Category Index | -1.63 | -1.05 | 2.35 | 0.86 | 3.44 | -0.44 | -0.35 | -1.76 |
% Rank in Category | 64 | 33 | 12 | 30 | 22 | 41 | 37 | 65 |
Trailing Returns (GBP) | 07/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.35 | 0.30 | 0.83 |
1 Week | 3.08 | 1.46 | 0.48 |
1 Month | -0.06 | -0.93 | -0.92 |
3 Months | 4.94 | -0.09 | -0.60 |
6 Months | 16.68 | 2.20 | 1.06 |
YTD | 7.98 | 0.16 | -1.29 |
1 Year | 21.36 | 2.69 | -0.51 |
3 Years Annualised | 8.03 | 1.45 | -0.64 |
5 Years Annualised | 11.83 | 2.57 | 0.47 |
10 Years Annualised | 11.96 | 2.18 | 0.13 |
Category: Global Large-Cap Blend Equity | |||
Category Index: Morningstar Global TME NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 9.27 | - | - | - |
2023 | 3.85 | 2.67 | 0.20 | 7.55 |
2022 | -4.39 | -8.16 | 1.54 | 3.01 |
2021 | 5.61 | 6.93 | 1.85 | 7.03 |
2020 | -18.56 | 21.69 | 3.33 | 10.45 |
2019 | 10.26 | 6.47 | 3.88 | 1.60 |
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