Dimensional U.S. Small Companies Fund USD DistributingRegister 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 | 1.87 | -7.87 | 16.66 | 8.81 | 29.49 | -2.31 | 10.37 | 1.79 |
+/- Category | -5.31 | -3.19 | -4.58 | -14.71 | 10.64 | 10.45 | -0.13 | -1.91 |
+/- Category Index | - | - | - | - | 12.32 | 7.18 | -1.78 | -0.11 |
% Rank in Category | 79 | 73 | 83 | 71 | 9 | 4 | 46 | 66 |
Trailing Returns (GBP) | 26/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.83 | 0.09 | -0.07 |
1 Week | 3.57 | 1.41 | 0.51 |
1 Month | 7.67 | 1.76 | 0.73 |
3 Months | 6.52 | 0.93 | 0.34 |
6 Months | 10.24 | 0.27 | 0.37 |
YTD | 8.41 | 0.19 | 0.60 |
1 Year | 14.64 | 1.11 | 1.49 |
3 Years Annualised | 8.35 | 4.22 | 3.93 |
5 Years Annualised | 10.15 | 1.76 | 2.82 |
10 Years Annualised | 11.89 | 0.10 | 1.13 |
Category: US Small-Cap Equity | |||
Category Index: Morningstar US Small Extended NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.50 | -3.52 | - | - |
2023 | 0.21 | 1.35 | -0.08 | 8.76 |
2022 | -2.43 | -6.91 | 5.05 | 2.38 |
2021 | 17.54 | 4.30 | 0.64 | 4.95 |
2020 | -29.16 | 25.13 | -0.56 | 23.43 |
2019 | 9.61 | 4.22 | 1.17 | 0.93 |
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