Dimensional World Equity Fund EUR AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 12.31 | -8.73 | 19.62 | 7.66 | 21.08 | -3.94 | 11.30 | 9.31 |
+/- Category | -1.89 | 1.79 | 2.54 | -6.64 | 6.05 | 5.87 | 1.83 | 3.11 |
+/- Category Index | -0.73 | -4.50 | -1.72 | -4.83 | 2.09 | 4.11 | -3.34 | -2.37 |
% Rank in Category | 63 | 44 | 39 | 66 | 23 | 22 | 34 | 31 |
Trailing Returns (GBP) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.15 | -0.51 | -0.13 |
1 Week | 0.84 | 0.25 | -0.08 |
1 Month | 1.30 | 0.43 | -0.19 |
3 Months | 1.04 | 0.63 | 0.28 |
6 Months | 1.42 | 0.88 | -1.87 |
YTD | 9.27 | 2.94 | -2.88 |
1 Year | 15.41 | 1.75 | -3.79 |
3 Years Annualised | 6.74 | 5.01 | -0.54 |
5 Years Annualised | 9.16 | 2.33 | -0.78 |
10 Years Annualised | 9.91 | 1.50 | -1.29 |
Category: Global Flex-Cap Equity | |||
Category Index: Morningstar Global All Cap TME NR USD |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 8.10 | 0.10 | - | - |
2023 | 2.74 | 1.18 | 1.28 | 5.71 |
2022 | -0.72 | -7.66 | 1.28 | 3.46 |
2021 | 7.66 | 5.99 | 0.97 | 5.10 |
2020 | -22.65 | 21.33 | 2.36 | 12.08 |
2019 | 9.42 | 5.17 | 2.34 | 1.57 |
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