Dimensional Global Short-Term Investment Grade Fixed Income Fund GBP AccumulationRegister 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 | 0.96 | -0.28 | 3.04 | 1.38 | -0.82 | -6.41 | 5.19 | 1.02 |
+/- Category | -3.30 | 2.54 | -6.62 | -5.52 | 0.27 | 8.10 | -2.81 | 0.76 |
+/- Category Index | 0.96 | -0.28 | -7.38 | -5.71 | 0.39 | 9.20 | -2.77 | 1.15 |
% Rank in Category | 97 | 5 | 100 | 100 | 37 | 4 | 98 | 5 |
Trailing Returns (GBP) | 22/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.09 | 0.11 | -0.01 |
1 Week | 0.09 | 0.36 | 0.15 |
1 Month | 0.28 | 1.77 | 1.93 |
3 Months | 1.21 | 1.85 | 2.22 |
6 Months | 3.32 | -3.77 | -3.62 |
YTD | 1.30 | 2.79 | 3.27 |
1 Year | 4.91 | 1.33 | 1.93 |
3 Years Annualised | -0.36 | 2.41 | 2.92 |
5 Years Annualised | 0.35 | -0.03 | 0.30 |
10 Years Annualised | 0.84 | -0.64 | -0.75 |
Category: Global Corporate Bond - GBP Hedged | |||
Category Index: Morningstar Gbl Corp Bd GR Hdg GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.02 | - | - | - |
2023 | 1.37 | 0.19 | 1.35 | 2.19 |
2022 | -3.75 | -1.90 | -1.94 | 1.09 |
2021 | -0.27 | 0.36 | -0.09 | -0.82 |
2020 | -2.85 | 2.65 | 0.83 | 0.82 |
2019 | 1.52 | 1.03 | 0.37 | 0.09 |
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