Dimensional UK Value Fund GBP AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 15.57 | -13.09 | 17.34 | -15.84 | 22.13 | 5.52 | 9.27 | 8.68 |
+/- Category | 3.94 | -3.27 | -2.01 | -6.74 | 4.16 | 7.59 | 1.06 | 3.19 |
+/- Category Index | - | - | - | - | - | - | 1.65 | 2.53 |
% Rank in Category | 1 | 91 | 67 | 98 | 6 | 8 | 26 | 4 |
Trailing Returns (GBP) | 03/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.80 | 0.05 | 0.35 |
1 Week | 1.17 | -0.05 | 0.17 |
1 Month | 4.87 | 1.59 | 1.10 |
3 Months | 12.50 | 5.41 | 3.61 |
6 Months | 15.53 | 3.08 | 2.67 |
YTD | 8.74 | 2.92 | 1.70 |
1 Year | 14.63 | 6.55 | 5.58 |
3 Years Annualised | 9.88 | 3.48 | 1.95 |
5 Years Annualised | 6.02 | 1.16 | 0.80 |
10 Years Annualised | 4.78 | -0.52 | -0.80 |
Category: UK Large-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.31 | - | - | - |
2023 | 2.07 | -1.89 | 6.24 | 2.71 |
2022 | 5.45 | -5.13 | -5.07 | 11.12 |
2021 | 12.67 | 2.37 | 2.71 | 3.09 |
2020 | -34.35 | 10.32 | -7.83 | 26.07 |
2019 | 9.79 | 0.98 | 0.08 | 5.76 |
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