Dimensional UK Value 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 | 15.56 | -13.07 | 17.30 | -15.80 | 22.08 | 5.59 | 9.24 | 10.56 |
+/- Category | 3.93 | -3.26 | -2.04 | -6.70 | 4.11 | 7.66 | 1.04 | 3.55 |
+/- Category Index | - | - | - | - | - | - | 1.62 | 3.27 |
% Rank in Category | 15 | 91 | 68 | 97 | 7 | 8 | 27 | 3 |
Trailing Returns (GBP) | 26/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 2.23 | 0.59 | 0.87 |
1 Week | 1.05 | 0.16 | -0.61 |
1 Month | 2.84 | 2.02 | 1.30 |
3 Months | 5.20 | 1.77 | 1.76 |
6 Months | 16.64 | 6.94 | 5.46 |
YTD | 13.08 | 4.99 | 3.45 |
1 Year | 18.31 | 6.72 | 5.73 |
3 Years Annualised | 11.52 | 5.19 | 3.35 |
5 Years Annualised | 6.95 | 2.18 | 1.78 |
10 Years Annualised | 5.23 | -0.27 | -0.60 |
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 | 3.33 | 7.00 | - | - |
2023 | 2.02 | -1.85 | 6.20 | 2.72 |
2022 | 5.50 | -5.15 | -5.10 | 11.19 |
2021 | 12.66 | 2.38 | 2.69 | 3.07 |
2020 | -34.32 | 10.32 | -7.89 | 26.16 |
2019 | 9.81 | 1.00 | 0.08 | 5.69 |
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