Dimensional UK Value Fund GBP IncomeRegister 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 | 15.56 | -13.07 | 17.30 | -15.80 | 22.08 | 5.59 | 9.24 | 3.33 |
+/- Category | 3.93 | -3.26 | -2.04 | -6.70 | 4.11 | 7.66 | 1.04 | 0.04 |
+/- Category Index | - | - | - | - | - | - | 1.62 | -0.10 |
% Rank in Category | 15 | 91 | 68 | 97 | 7 | 8 | 27 | 59 |
Trailing Returns (GBP) | 24/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.34 | 0.27 | 0.44 |
1 Week | 2.78 | 0.36 | 0.30 |
1 Month | 4.17 | 2.81 | 2.51 |
3 Months | 11.17 | 4.17 | 3.56 |
6 Months | 15.62 | 3.43 | 4.20 |
YTD | 6.76 | 2.66 | 2.10 |
1 Year | 10.98 | 5.78 | 5.57 |
3 Years Annualised | 9.61 | 3.66 | 2.30 |
5 Years Annualised | 5.27 | 0.95 | 0.73 |
10 Years Annualised | 4.71 | -0.54 | -0.80 |
Category: UK Large-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.33 | - | - | - |
2023 | 2.02 | -1.85 | 6.20 | 2.72 |
2022 | 5.50 | -5.15 | -5.10 | 11.19 |
2021 | 12.66 | 2.38 | 2.69 | 3.07 |
2020 | -34.32 | 10.32 | -7.89 | 26.16 |
2019 | 9.81 | 1.00 | 0.08 | 5.69 |
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