Dimensional Emerging Markets Core Equity Fund EUR Accumulation

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Morningstar Rating™(Relative to Category)31/03/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageBelow Average4 star
5-YearAbove AverageAverage4 star
10-Year--Not Rated
OverallAbove AverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Dimensional Emerging Markets Core Equity Fund EUR Accumulation
  • Morningstar EM TME NR USD
%
Volatility Measurements31/03/2024
 
3-Yr Std Dev12.50 %
3-Yr Mean Return3.14 %
 
3-Yr Sharpe Ratio0.06
 
Modern Portfolio Statistics31/03/202431/03/2024
 Standard IndexBest Fit Index
 Morningstar EM TME NR USD  Morningstar EM TME NR USD
3-Yr Beta0.950.95
3-Yr Alpha3.083.08
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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