Dimensional Global Short-Term Investment Grade Fixed Income Fund USD 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 | -6.75 | 7.67 | 0.65 | -0.94 | 0.28 | 6.12 | -0.21 | 2.02 |
+/- Category | -3.07 | 3.24 | -6.80 | -5.82 | 0.38 | 9.19 | -2.60 | 0.91 |
+/- Category Index | -2.90 | 2.26 | -7.33 | -5.72 | 0.40 | 9.82 | -3.13 | 1.16 |
% Rank in Category | 99 | 1 | 99 | 97 | 33 | 3 | 96 | 5 |
Trailing Returns (GBP) | 25/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.46 | 0.27 | 0.30 |
1 Week | -0.26 | 0.29 | 0.36 |
1 Month | 1.53 | 2.04 | 2.15 |
3 Months | 2.79 | 2.07 | 2.52 |
6 Months | 0.55 | -3.32 | -3.13 |
YTD | 3.38 | 3.15 | 3.65 |
1 Year | 4.13 | 1.77 | 2.52 |
3 Years Annualised | 3.58 | 2.64 | 2.76 |
5 Years Annualised | 1.64 | -0.12 | 0.14 |
10 Years Annualised | 4.54 | -0.71 | -0.85 |
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 | 2.02 | - | - | - |
2023 | -1.22 | -2.35 | 5.62 | -2.05 |
2022 | -0.94 | 6.39 | 6.94 | -5.84 |
2021 | -1.11 | 0.25 | 2.45 | -1.27 |
2020 | 4.30 | 3.19 | -3.52 | -4.60 |
2019 | -0.33 | 3.77 | 4.17 | -6.58 |
|
Advertisement |