Dimensional Global Short-Term Investment Grade Fixed Income Fund USD 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 | -6.74 | 7.61 | 0.75 | -1.04 | 0.31 | 6.05 | -0.16 | 1.97 |
+/- Category | -3.06 | 3.17 | -6.70 | -5.92 | 0.42 | 9.12 | -2.56 | 0.87 |
+/- Category Index | -2.89 | 2.19 | -7.22 | -5.81 | 0.43 | 9.75 | -3.08 | 1.11 |
% Rank in Category | 98 | 3 | 98 | 97 | 31 | 3 | 95 | 6 |
Trailing Returns (GBP) | 19/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.10 | 0.06 | 0.23 |
1 Week | 0.02 | -0.06 | -0.07 |
1 Month | 2.59 | 1.32 | 1.33 |
3 Months | 3.23 | 1.86 | 2.20 |
6 Months | 1.06 | -3.47 | -3.31 |
YTD | 3.78 | 2.97 | 3.42 |
1 Year | 5.49 | 1.66 | 2.09 |
3 Years Annualised | 4.09 | 3.08 | 3.10 |
5 Years Annualised | 1.91 | -0.13 | 0.07 |
10 Years Annualised | 4.58 | -0.72 | -0.91 |
Category: Global Corporate Bond - USD Hedged | |||
Category Index: Morningstar Gbl Corp Bd GR Hdg USD |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.97 | - | - | - |
2023 | -1.19 | -2.39 | 5.67 | -2.04 |
2022 | -0.97 | 6.46 | 6.89 | -5.90 |
2021 | -1.10 | 0.22 | 2.45 | -1.22 |
2020 | 4.20 | 3.16 | -3.50 | -4.60 |
2019 | -0.37 | 3.87 | 4.11 | -6.48 |
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