Dimensional World Equity Fund USD AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |||
Price Return | 19.33 | 7.52 | 21.43 | -3.72 | 10.89 | 9.21 | ||
+/- Category | 2.25 | -6.78 | 6.41 | 6.10 | 1.42 | 3.00 | ||
+/- Category Index | -2.02 | -4.98 | 2.44 | 4.34 | -3.74 | -2.48 | ||
% Rank in Category | 41 | 66 | 23 | 22 | 37 | 32 |
Trailing Returns (GBP) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.07 | -0.73 | -0.35 |
1 Week | 0.59 | 0.00 | -0.33 |
1 Month | 1.06 | 0.19 | -0.43 |
3 Months | 1.03 | 0.61 | 0.26 |
6 Months | 1.27 | 0.72 | -2.03 |
YTD | 9.19 | 2.85 | -2.96 |
1 Year | 15.38 | 1.72 | -3.82 |
3 Years Annualised | 6.70 | 4.97 | -0.58 |
5 Years Annualised | 9.13 | 2.30 | -0.81 |
10 Years Annualised | - | - | - |
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 | 8.01 | 0.13 | - | - |
2023 | 2.19 | 1.39 | 1.10 | 5.87 |
2022 | -1.35 | -6.92 | 1.04 | 3.78 |
2021 | 7.59 | 6.21 | 0.95 | 5.28 |
2020 | -22.19 | 20.76 | 2.26 | 11.89 |
2019 | 9.07 | 5.18 | 2.43 | 1.55 |
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