Dimensional World Allocation 60/40 Fund GBP AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 7.37 | -4.80 | 12.48 | 5.68 | 12.07 | -5.72 | 9.05 | 5.18 |
+/- Category | -0.08 | 0.69 | 0.06 | 1.59 | 4.01 | 4.74 | 1.52 | 2.25 |
+/- Category Index | - | - | - | 0.39 | 4.08 | 3.54 | -0.22 | 1.55 |
% Rank in Category | 49 | 41 | 47 | 35 | 8 | 11 | 25 | 6 |
Trailing Returns (GBP) | 18/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.08 | 0.38 | 0.00 |
1 Week | -1.51 | -0.07 | -0.39 |
1 Month | 0.04 | 0.63 | 0.26 |
3 Months | 4.42 | 2.02 | 1.23 |
6 Months | 8.17 | 1.19 | 0.23 |
YTD | 3.12 | 2.28 | 1.46 |
1 Year | 9.39 | 4.27 | 2.38 |
3 Years Annualised | 3.62 | 3.22 | 1.79 |
5 Years Annualised | 5.52 | 2.90 | 1.67 |
10 Years Annualised | 6.50 | 2.71 | 1.18 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.18 | - | - | - |
2023 | 2.38 | 0.87 | 1.08 | 4.47 |
2022 | -2.59 | -5.28 | -0.24 | 2.44 |
2021 | 4.34 | 3.68 | 0.59 | 2.99 |
2020 | -14.17 | 12.68 | 1.88 | 7.24 |
2019 | 5.74 | 3.71 | 1.82 | 0.73 |
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