Dimensional UK Core Equity Fund GBP IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 13.54 | -9.10 | 20.14 | -8.91 | 19.08 | -0.67 | 8.79 | 8.50 |
+/- Category | 1.90 | 0.72 | 0.80 | 0.19 | 1.11 | 1.40 | 0.58 | 1.49 |
+/- Category Index | - | - | - | - | - | - | 1.16 | 1.21 |
% Rank in Category | 20 | 40 | 33 | 37 | 18 | 56 | 32 | 14 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.06 | 0.05 | 0.72 |
1 Week | 0.47 | 0.02 | 0.37 |
1 Month | 0.71 | -1.23 | -0.36 |
3 Months | 3.07 | -1.63 | -1.20 |
6 Months | 9.69 | -0.17 | -0.36 |
YTD | 7.50 | -0.39 | -0.64 |
1 Year | 15.40 | 1.17 | 0.44 |
3 Years Annualised | 7.02 | 0.69 | -0.83 |
5 Years Annualised | 5.83 | 1.04 | 0.86 |
10 Years Annualised | 6.22 | 0.58 | 0.40 |
Category: UK Large-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.54 | 4.80 | - | - |
2023 | 2.59 | -1.15 | 4.57 | 2.59 |
2022 | 0.38 | -6.80 | -4.15 | 10.79 |
2021 | 6.83 | 5.28 | 2.28 | 3.51 |
2020 | -28.29 | 12.34 | -2.20 | 15.62 |
2019 | 9.88 | 2.77 | 1.23 | 5.10 |
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