Dimensional Global Small Companies Fund GBP AccumulationRegister 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 | 9.59 | -10.01 | 19.97 | 6.90 | 21.70 | -6.66 | 10.05 | 1.03 |
+/- Category | -5.18 | 0.62 | 1.09 | -6.45 | 5.20 | 5.27 | 0.99 | -0.89 |
+/- Category Index | -2.64 | - | -0.59 | -4.09 | 4.30 | 0.62 | 0.32 | -2.22 |
% Rank in Category | 82 | 52 | 51 | 69 | 24 | 24 | 35 | 59 |
Trailing Returns (GBP) | 30/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -1.20 | -0.37 | -1.19 |
1 Week | -1.51 | -0.46 | -0.33 |
1 Month | -4.25 | 0.01 | -1.01 |
3 Months | 3.44 | 0.98 | -0.56 |
6 Months | 15.15 | -0.20 | -0.09 |
YTD | 1.03 | 0.89 | -2.21 |
1 Year | 11.30 | 5.03 | -1.60 |
3 Years Annualised | 3.32 | 6.83 | -0.42 |
5 Years Annualised | 7.20 | 2.76 | -0.64 |
10 Years Annualised | 9.33 | 1.76 | -0.53 |
Category: Global Small/Mid-Cap Equity | |||
Category Index: Morningstar Gbl SMID NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.52 | - | - | - |
2023 | 2.20 | 0.35 | -0.48 | 7.83 |
2022 | -2.72 | -8.69 | 2.54 | 2.47 |
2021 | 10.33 | 4.75 | 1.40 | 3.86 |
2020 | -27.25 | 23.12 | 1.97 | 17.04 |
2019 | 10.71 | 4.77 | 2.14 | 1.27 |
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