Dimensional U.S. Small Companies Fund USD AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/05/2024 |
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Annual Returns (GBP) | 31/05/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/05 | |
Price Return | 1.88 | -7.91 | 16.71 | 8.78 | 29.46 | -2.27 | 10.34 | 3.05 |
+/- Category | -5.30 | -3.23 | -4.53 | -14.74 | 10.61 | 10.49 | -0.16 | -1.03 |
+/- Category Index | - | - | - | - | 12.29 | 7.22 | -1.81 | 0.57 |
% Rank in Category | 79 | 73 | 82 | 71 | 10 | 4 | 46 | 50 |
Trailing Returns (GBP) | 14/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.76 | -0.12 | -0.10 |
1 Week | -1.01 | -0.83 | -0.30 |
1 Month | -5.11 | -1.62 | -0.20 |
3 Months | 0.06 | 0.44 | 0.34 |
6 Months | 1.08 | -3.55 | -0.02 |
YTD | -0.25 | -2.20 | -0.08 |
1 Year | 9.78 | 0.24 | 0.60 |
3 Years Annualised | 4.78 | 2.98 | 3.95 |
5 Years Annualised | 9.63 | 1.38 | 2.61 |
10 Years Annualised | 10.79 | -0.33 | 1.03 |
Category: US Small-Cap Equity | |||
Category Index: Morningstar US Small Extended NR USD |
Quarterly Returns (GBP) | 31/05/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.51 | - | - | - |
2023 | 0.21 | 1.32 | -0.07 | 8.75 |
2022 | -2.40 | -6.91 | 5.04 | 2.41 |
2021 | 17.54 | 4.32 | 0.63 | 4.92 |
2020 | -29.17 | 25.15 | -0.62 | 23.48 |
2019 | 9.61 | 4.26 | 1.15 | 0.96 |
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