Dimensional UK Core Equity Fund GBP 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 | 13.58 | -9.14 | 20.17 | -8.88 | 18.98 | -0.66 | 8.87 | 8.44 |
+/- Category | 1.95 | 0.68 | 0.83 | 0.22 | 1.01 | 1.41 | 0.67 | 1.42 |
+/- Category Index | - | - | - | - | - | - | 1.25 | 1.15 |
% Rank in Category | 20 | 42 | 33 | 36 | 19 | 56 | 31 | 17 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.07 | 0.05 | 0.72 |
1 Week | 0.43 | -0.02 | 0.33 |
1 Month | 2.60 | 0.67 | 1.53 |
3 Months | 5.05 | 0.35 | 0.78 |
6 Months | 11.82 | 1.96 | 1.78 |
YTD | 9.52 | 1.63 | 1.38 |
1 Year | 17.58 | 3.35 | 2.62 |
3 Years Annualised | 7.70 | 1.37 | -0.15 |
5 Years Annualised | 6.23 | 1.44 | 1.26 |
10 Years Annualised | 6.42 | 0.78 | 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 | 3.53 | 4.74 | - | - |
2023 | 2.63 | -1.15 | 4.57 | 2.63 |
2022 | 0.39 | -6.80 | -4.17 | 10.79 |
2021 | 6.82 | 5.26 | 2.31 | 3.43 |
2020 | -28.29 | 12.38 | -2.26 | 15.67 |
2019 | 9.86 | 2.82 | 1.21 | 5.11 |
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