Dimensional UK Value Fund GBP AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 15.57 | -13.09 | 17.34 | -15.84 | 22.13 | 5.52 | 9.27 | 15.52 |
+/- Category | 3.94 | -3.27 | -2.01 | -6.74 | 4.16 | 7.59 | 1.06 | 5.35 |
+/- Category Index | - | - | - | - | - | - | 1.65 | 4.81 |
% Rank in Category | 1 | 91 | 67 | 98 | 6 | 8 | 26 | 3 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.78 | 0.83 | 0.45 |
1 Week | 2.28 | 0.00 | -0.46 |
1 Month | -0.20 | 0.43 | -0.22 |
3 Months | 0.37 | 1.64 | 1.06 |
6 Months | 17.91 | 7.93 | 5.39 |
YTD | 12.31 | 4.97 | 3.29 |
1 Year | 20.64 | 8.86 | 7.07 |
3 Years Annualised | 9.44 | 4.52 | 2.65 |
5 Years Annualised | 8.43 | 3.02 | 2.56 |
10 Years Annualised | 5.33 | -0.26 | -0.59 |
Category: UK Large-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.31 | 7.03 | - | - |
2023 | 2.07 | -1.89 | 6.24 | 2.71 |
2022 | 5.45 | -5.13 | -5.07 | 11.12 |
2021 | 12.67 | 2.37 | 2.71 | 3.09 |
2020 | -34.35 | 10.32 | -7.83 | 26.07 |
2019 | 9.79 | 0.98 | 0.08 | 5.76 |
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