Dimensional World Equity GBP Dist |
Growth Of 1000 (EUR) | 30/04/2024 |
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Annual Returns (EUR) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Total Return | 8.00 | -9.68 | 26.44 | 1.78 | 29.61 | -9.47 | 14.18 | 6.66 |
+/- Category | -1.81 | 1.83 | 2.41 | -6.43 | 6.98 | 5.18 | 2.09 | 1.12 |
+/- Category Index | -0.69 | -4.39 | -2.10 | -4.72 | 2.75 | 3.52 | -3.20 | -0.89 |
% Rank in Category | 63 | 44 | 40 | 67 | 22 | 24 | 33 | 38 |
Trailing Returns (EUR) | 02/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.61 | 0.97 | -0.22 |
1 Week | 0.74 | 0.27 | -0.28 |
1 Month | -1.42 | 0.81 | -0.24 |
3 Months | 4.32 | 1.13 | 0.02 |
6 Months | 15.56 | -0.54 | -0.70 |
YTD | 7.15 | 2.58 | -1.09 |
1 Year | 19.98 | 6.10 | -2.08 |
3 Years Annualised | 7.66 | 5.16 | -0.32 |
5 Years Annualised | 9.54 | 2.25 | -0.76 |
10 Years Annualised | 9.55 | 1.54 | -1.29 |
Category: Global Flex-Cap Equity | |||
Category Index: Morningstar Gbl All Cap TME NR USD |
Quarterly Returns (EUR) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 9.58 | - | - | - |
2023 | 4.02 | 3.68 | -0.04 | 5.91 |
2022 | -1.86 | -9.05 | -0.66 | 2.10 |
2021 | 13.17 | 5.17 | 1.06 | 7.76 |
2020 | -25.62 | 17.43 | 2.99 | 13.14 |
2019 | 13.71 | 1.41 | 3.69 | 5.75 |
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