Dimensional World Allocation 60/40 Fund EUR 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 | 8.65 | -4.82 | 9.51 | 7.93 | 8.82 | -3.91 | 7.26 | 2.69 |
+/- Category | 0.04 | 1.03 | 3.27 | -0.22 | 6.19 | 4.10 | 1.45 | 1.36 |
+/- Category Index | - | - | - | -2.18 | 4.22 | 3.40 | -1.14 | 1.17 |
% Rank in Category | 49 | 36 | 19 | 54 | 7 | 14 | 31 | 19 |
Trailing Returns (GBP) | 03/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.63 | 0.17 | 0.05 |
1 Week | 0.46 | -0.09 | 0.00 |
1 Month | -0.26 | 0.65 | -0.04 |
3 Months | 3.91 | 1.57 | 1.03 |
6 Months | 8.99 | 1.20 | 0.50 |
YTD | 3.93 | 2.22 | 1.22 |
1 Year | 10.99 | 5.19 | 2.94 |
3 Years Annualised | 3.55 | 3.52 | 1.36 |
5 Years Annualised | 5.48 | 2.76 | 0.96 |
10 Years Annualised | - | - | - |
Category: EUR Moderate Allocation - Global | |||
Category Index: Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.48 | - | - | - |
2023 | 1.62 | -0.21 | 1.51 | 4.20 |
2022 | -2.08 | -5.00 | 0.43 | 2.86 |
2021 | 2.26 | 3.94 | 0.48 | 1.89 |
2020 | -12.90 | 14.38 | 1.42 | 6.82 |
2019 | 4.04 | 5.09 | 1.14 | -0.97 |
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