Dimensional World Equity 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 | 12.31 | -8.64 | 19.34 | 7.49 | 21.57 | -4.32 | 11.48 | 5.15 |
+/- Category | -1.88 | 1.88 | 2.26 | -6.81 | 6.54 | 5.50 | 2.00 | 1.63 |
+/- Category Index | -0.72 | -4.40 | -2.00 | -5.00 | 2.58 | 3.74 | -3.16 | -0.84 |
% Rank in Category | 63 | 43 | 41 | 67 | 22 | 24 | 33 | 32 |
Trailing Returns (GBP) | 17/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.03 | 0.19 | 0.08 |
1 Week | 0.05 | -0.28 | -0.12 |
1 Month | 4.09 | -0.20 | -0.18 |
3 Months | 5.72 | 1.10 | 0.33 |
6 Months | 14.10 | 0.70 | -0.20 |
YTD | 8.74 | 1.49 | -1.16 |
1 Year | 19.30 | 4.00 | -1.75 |
3 Years Annualised | 8.60 | 4.29 | -0.69 |
5 Years Annualised | 10.27 | 2.35 | -0.65 |
10 Years Annualised | 10.33 | 1.62 | -1.24 |
Category: Global Flex-Cap Equity | |||
Category Index: Morningstar Global All Cap TME NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 8.12 | - | - | - |
2023 | 3.00 | 1.26 | 1.06 | 5.77 |
2022 | -1.24 | -7.33 | 1.29 | 3.22 |
2021 | 7.70 | 5.99 | 1.16 | 5.27 |
2020 | -22.32 | 20.56 | 2.82 | 11.63 |
2019 | 9.13 | 5.30 | 2.50 | 1.32 |
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