LSE - Delayed Quote GBP

Dimensional EM Core Equity Acc (0P00000T9I.L)

63.53
-0.11
(-0.17%)
At close: January 21 at 8:00:00 PM GMT

Performance Overview

Morningstar Return Rating --
YTD Return 2.20%
5y Average Return 5.22%
Number of Years Up 14
Number of Years Down 6
Best 1Y Total Return (Jan 21, 2025) 34.79%
Worst 1Y Total Return (Jan 21, 2025) --
Best 3Y Total Return 34.79%
Worst 3Y Total Return -4.49%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00000T9I.L
Category
YTD
7.82%
0.00%
1-Month
0.66%
0.00%
3-Month
-1.35%
0.00%
1-Year
7.82%
0.00%
3-Year
2.99%
0.00%
5-Year
5.14%
0.00%
10-Year
6.77%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00000T9I.L
Category
2024
7.82%
--
2023
7.70%
--
2022
-5.92%
--
2021
7.77%
--
2020
9.14%
--
2019
11.30%
--
2018
-10.09%
--
2017
23.69%
--

2016
34.79%
--
2015
-10.14%
--
2014
5.70%
--
2013
-4.06%
--
2012
13.26%
--
2011
-19.82%
--
2010
27.42%
--
2009
66.10%
--
2008
-31.14%
--
2007
34.49%
--
2006
12.35%
--
2005
45.51%
--
2004
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.55% 5.24% 1.27% -1.35%
2023 2.00% 0.31% 2.04% 3.15%
2022 -0.42% -5.07% -1.90% 1.44%
2021 4.45% 6.24% -3.09% 0.21%
2020 -23.71% 21.13% 3.24% 14.38%
2019 5.13% 4.33% -1.36% 2.87%
2018 -3.41% -2.74% -0.15% -4.15%
2017 11.77% 0.60% 2.57% 7.25%
2016 9.97% 8.00% 12.72% 0.70%
2015 6.73% -5.56% -13.82% 3.45%

2014 -0.44% 4.62% 2.27% -0.77%
2013 6.79% -9.15% -0.56% -0.55%
2012 10.90% -7.55% 4.64% 5.56%
2011 -2.63% -0.29% -21.35% 5.00%
2010 10.54% -6.31% 11.50% 10.34%
2009 2.52% 20.54% 24.86% 7.66%
2008 -9.74% -3.13% -15.24% -7.08%
2007 4.89% 12.49% 8.16% 5.39%
2006 9.53% -11.61% 4.89% 10.64%
2005 2.80% 9.25% 16.77% 10.95%
2004 -6.67% 7.49% 11.92% --

Rank in Category (By Total Return)

YTD 58
1-Month 62
3-Month 55
1-Year 58
3-Year 14
5-Year 11

Load Adjusted Returns

1-Year 7.82%
3-Year 2.99%
5-Year 5.14%
10-Year 6.77%

Performance & Risk

YTD Return 2.20%
5y Average Return 5.22%
Rank in Category (ytd) 58
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Dimensional Fund Advisors Ltd
Net Assets --
YTD Return 7.82%
Yield 2.53%
Morningstar Rating
Inception Date Feb 09, 2004

Fund Summary

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