Dimensional U.S. Small Companies Fund USD AccumulationRegister 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 | 1.88 | -7.91 | 16.71 | 8.78 | 29.46 | -2.27 | 10.34 | 1.81 |
+/- Category | -5.30 | -3.23 | -4.53 | -14.74 | 10.61 | 10.49 | -0.16 | -1.89 |
+/- Category Index | - | - | - | - | 12.29 | 7.22 | -1.81 | -0.09 |
% Rank in Category | 79 | 73 | 82 | 71 | 10 | 4 | 46 | 66 |
Trailing Returns (GBP) | 26/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.86 | 0.12 | -0.05 |
1 Week | 3.59 | 1.43 | 0.53 |
1 Month | 7.68 | 1.77 | 0.74 |
3 Months | 6.54 | 0.96 | 0.37 |
6 Months | 10.26 | 0.29 | 0.38 |
YTD | 8.45 | 0.23 | 0.64 |
1 Year | 14.66 | 1.13 | 1.51 |
3 Years Annualised | 8.36 | 4.23 | 3.94 |
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 | 5.51 | -3.51 | - | - |
2023 | 0.21 | 1.32 | -0.07 | 8.75 |
2022 | -2.40 | -6.91 | 5.04 | 2.41 |
2021 | 17.54 | 4.32 | 0.63 | 4.92 |
2020 | -29.17 | 25.15 | -0.62 | 23.48 |
2019 | 9.61 | 4.26 | 1.15 | 0.96 |
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