Dimensional Global Core Equity Fund USD Distributing

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Morningstar Rating™(Relative to Category)31/12/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average3 star
5-YearAverageAbove Average3 star
10-Year--Not Rated
OverallAverageAbove Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Dimensional Global Core Equity Fund USD Distributing
  • MSCI ACWI NR USD
%
Volatility Measurements31/12/2021
 
3-Yr Std Dev14.94 %
3-Yr Mean Return19.21 %
 
3-Yr Sharpe Ratio1.16
 
Modern Portfolio Statistics31/12/202131/12/2021
 Standard IndexBest Fit Index
 MSCI ACWI NR USD  Morningstar DM NR USD
3-Yr Beta1.091.06
3-Yr Alpha-1.47-1.70
 
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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)