Dimensional World Allocation 60/40 Fund EUR DistributingRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |||
Price Return | 9.59 | 7.92 | 8.83 | -3.99 | 7.29 | 2.68 | ||
+/- Category | 3.36 | -0.22 | 6.21 | 4.02 | 1.48 | 1.35 | ||
+/- Category Index | - | -2.18 | 4.23 | 3.32 | -1.11 | 1.17 | ||
% Rank in Category | 18 | 54 | 7 | 14 | 30 | 19 |
Trailing Returns (GBP) | 03/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.62 | 0.36 | 0.34 |
1 Week | 0.43 | -0.35 | -0.50 |
1 Month | -0.31 | 0.06 | -0.50 |
3 Months | 3.87 | 1.46 | 0.95 |
6 Months | 8.89 | 1.08 | -0.02 |
YTD | 3.88 | 1.84 | 0.88 |
1 Year | 10.92 | 3.33 | 1.93 |
3 Years Annualised | 3.54 | 3.36 | 1.36 |
5 Years Annualised | 5.47 | 2.70 | 0.89 |
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 | 4.49 | - | - | - |
2023 | 1.69 | -0.27 | 1.49 | 4.25 |
2022 | -2.13 | -4.94 | 0.43 | 2.76 |
2021 | 2.20 | 4.00 | 0.44 | 1.95 |
2020 | -12.91 | 14.29 | 1.47 | 6.86 |
2019 | 4.04 | 5.08 | 1.21 | -0.96 |
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