Dimensional Funds plc Global Sustainability Core Equity Fund USD DistributingRegister 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 | 11.49 | -4.56 | 23.91 | 13.11 | 23.10 | -8.16 | 14.90 | 9.27 |
+/- Category | -1.09 | 2.16 | 4.87 | 2.52 | 5.05 | 1.19 | 2.14 | 1.22 |
+/- Category Index | -1.63 | -1.05 | 2.35 | 0.86 | 3.44 | -0.44 | -0.35 | 0.15 |
% Rank in Category | 64 | 33 | 12 | 30 | 22 | 41 | 37 | 34 |
Trailing Returns (GBP) | 26/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.01 | 0.46 | -0.12 |
1 Week | 1.91 | 0.75 | -0.41 |
1 Month | -1.57 | -0.11 | -1.03 |
3 Months | 5.33 | 0.30 | -1.16 |
6 Months | 19.46 | 3.71 | 1.01 |
YTD | 6.49 | 0.36 | -1.30 |
1 Year | 20.51 | 4.76 | -0.18 |
3 Years Annualised | 7.81 | 1.67 | -0.43 |
5 Years Annualised | 10.96 | 2.36 | 0.47 |
10 Years Annualised | 11.80 | 2.22 | 0.12 |
Category: Global Large-Cap Blend Equity | |||
Category Index: Morningstar Gbl TME NR USD |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 9.27 | - | - | - |
2023 | 3.85 | 2.67 | 0.20 | 7.55 |
2022 | -4.39 | -8.16 | 1.54 | 3.01 |
2021 | 5.61 | 6.93 | 1.85 | 7.03 |
2020 | -18.56 | 21.69 | 3.33 | 10.45 |
2019 | 10.26 | 6.47 | 3.88 | 1.60 |
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