Dimensional U.S. Small Companies Fund EUR Accumulation

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Morningstar Rating™(Relative to Category)30/06/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAbove AverageAbove Average3 star
10-YearAverageAbove Average3 star
OverallAbove AverageAbove Average3 star
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1 Year Daily Volatility Chart (annualised)
  • Dimensional U.S. Small Companies Fund EUR Accumulation
  • Morningstar US Small Extended NR USD
Volatility Measurements30/06/2024
3-Yr Std Dev16.29 %
3-Yr Mean Return6.41 %
3-Yr Sharpe Ratio0.21
Modern Portfolio Statistics30/06/202430/06/2024
 Standard IndexBest Fit Index
 Morningstar US Small Extended NR USD  Morningstar US Small Extended NR USD
3-Yr Beta0.960.96
3-Yr Alpha3.463.46
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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