Dimensional U.S. Small Companies Fund GBP DistributingRegister 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 | 1.82 | -8.15 | 16.79 | 8.69 | 29.64 | -2.84 | 10.91 | 1.80 |
+/- Category | -5.35 | -3.47 | -4.44 | -14.83 | 10.79 | 9.92 | 0.41 | -1.90 |
+/- Category Index | - | - | - | - | 12.47 | 6.65 | -1.24 | -0.10 |
% Rank in Category | 80 | 76 | 80 | 72 | 9 | 6 | 41 | 66 |
Trailing Returns (GBP) | 26/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.49 | -0.25 | -0.41 |
1 Week | 3.36 | 1.20 | 0.30 |
1 Month | 7.53 | 1.61 | 0.58 |
3 Months | 6.68 | 1.09 | 0.50 |
6 Months | 9.90 | -0.07 | 0.02 |
YTD | 8.25 | 0.03 | 0.45 |
1 Year | 14.68 | 1.15 | 1.54 |
3 Years Annualised | 8.29 | 4.17 | 3.87 |
5 Years Annualised | 10.11 | 1.72 | 2.78 |
10 Years Annualised | 11.87 | 0.08 | 1.11 |
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 | 5.60 | -3.60 | - | - |
2023 | 0.94 | 1.20 | -0.13 | 8.72 |
2022 | -2.25 | -7.35 | 5.27 | 1.91 |
2021 | 17.70 | 4.11 | 0.84 | 4.93 |
2020 | -29.30 | 24.99 | -0.10 | 23.13 |
2019 | 9.74 | 4.43 | 1.17 | 0.74 |
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