Dimensional World Allocation 60/40 Fund GBP DistributingRegister 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 | 7.33 | -4.83 | 12.49 | 5.70 | 12.02 | -5.71 | 9.08 | 3.50 |
+/- Category | -0.11 | 0.66 | 0.07 | 1.62 | 3.95 | 4.75 | 1.55 | 1.61 |
+/- Category Index | - | - | - | 0.41 | 4.02 | 3.55 | -0.18 | 1.32 |
% Rank in Category | 49 | 42 | 47 | 34 | 8 | 11 | 25 | 10 |
Trailing Returns (GBP) | 03/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.54 | 0.16 | 0.08 |
1 Week | 0.44 | -0.06 | -0.09 |
1 Month | -0.19 | 0.32 | -0.32 |
3 Months | 3.72 | 1.65 | 0.76 |
6 Months | 9.76 | 1.67 | 0.72 |
YTD | 4.51 | 2.63 | 1.34 |
1 Year | 12.90 | 6.22 | 3.71 |
3 Years Annualised | 4.10 | 3.33 | 1.61 |
5 Years Annualised | 5.87 | 3.03 | 1.68 |
10 Years Annualised | 6.60 | 2.79 | 1.22 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.17 | - | - | - |
2023 | 2.44 | 0.86 | 1.06 | 4.47 |
2022 | -2.56 | -5.30 | -0.22 | 2.41 |
2021 | 4.29 | 3.68 | 0.62 | 2.95 |
2020 | -14.19 | 12.75 | 1.82 | 7.29 |
2019 | 5.77 | 3.68 | 1.84 | 0.72 |
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