Dimensional Global Short-Term Investment Grade Fixed Income Fund GBP DistributingRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
|
Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 0.87 | -0.18 | 2.98 | 1.40 | -0.73 | -6.33 | 5.18 | 1.07 |
+/- Category | -3.38 | 2.64 | -6.67 | -5.50 | 0.36 | 8.18 | -2.81 | 0.81 |
+/- Category Index | 0.87 | -0.18 | -7.43 | -5.68 | 0.48 | 9.28 | -2.77 | 1.19 |
% Rank in Category | 98 | 4 | 100 | 100 | 31 | 3 | 98 | 2 |
Trailing Returns (GBP) | 24/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.00 | 0.17 | 0.29 |
1 Week | 0.11 | 0.00 | 0.26 |
1 Month | 0.21 | 1.67 | 2.00 |
3 Months | 1.17 | 1.63 | 1.99 |
6 Months | 3.27 | -3.24 | -2.74 |
YTD | 1.28 | 2.73 | 3.38 |
1 Year | 4.92 | 1.43 | 2.39 |
3 Years Annualised | -0.31 | 2.47 | 3.00 |
5 Years Annualised | 0.35 | 0.03 | 0.41 |
10 Years Annualised | 0.84 | -0.62 | -0.71 |
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 | 1.07 | - | - | - |
2023 | 1.31 | 0.18 | 1.42 | 2.18 |
2022 | -3.73 | -1.86 | -1.94 | 1.10 |
2021 | -0.20 | 0.31 | -0.10 | -0.74 |
2020 | -2.81 | 2.69 | 0.81 | 0.79 |
2019 | 1.53 | 0.91 | 0.50 | 0.01 |
|
Advertisement |