LSE - Delayed Quote GBP

Dimensional Global Trgtd Value GBP Acc (0P0000J27T.L)

45.53
+0.40
+(0.89%)
As of January 17 at 8:00:00 PM GMT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 5.44%
5y Average Return 10.46%
Number of Years Up 14
Number of Years Down 2
Best 1Y Total Return (Jan 17, 2025) 39.86%
Worst 1Y Total Return (Jan 17, 2025) --
Best 3Y Total Return 39.86%
Worst 3Y Total Return -0.05%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000J27T.L
Category
YTD
10.66%
0.00%
1-Month
-4.19%
0.00%
3-Month
4.70%
0.00%
1-Year
10.66%
0.00%
3-Year
7.45%
0.00%
5-Year
9.69%
0.00%
10-Year
9.25%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000J27T.L
Category
2024
10.66%
--
2023
9.64%
--
2022
2.24%
--
2021
27.65%
--
2020
0.29%
--
2019
16.85%
--
2018
-14.79%
--
2017
7.94%
--

2016
39.86%
--
2015
1.46%
--
2014
4.27%
--
2013
30.83%
--
2012
12.58%
--
2011
-13.03%
--
2010
26.44%
--
2009
20.99%
--
2008
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.33% -2.84% 2.31% 4.70%
2023 0.39% -0.39% 2.44% 7.02%
2022 1.61% -6.22% 1.87% 5.33%
2021 15.91% 3.76% 1.89% 4.16%
2020 -32.40% 22.14% 0.89% 20.40%
2019 8.25% 3.93% 2.22% 1.61%
2018 -5.53% 7.09% 1.85% -17.31%
2017 2.25% -1.24% 3.01% 3.76%
2016 3.32% 7.87% 11.36% 12.69%
2015 8.97% -3.96% -7.82% 5.17%

2014 2.57% 0.57% -2.44% 3.60%
2013 16.91% 0.26% 5.16% 6.15%
2012 10.34% -6.56% 3.34% 5.66%
2011 3.00% -2.47% -20.58% 9.01%
2010 14.27% -10.70% 8.49% 14.21%
2009 -14.62% 11.76% 27.46% -0.51%
2008 -6.02% -2.34% -5.38% --

Rank in Category (By Total Return)

YTD 23
1-Month 57
3-Month 17
1-Year 23
3-Year 11
5-Year 11

Load Adjusted Returns

1-Year 10.66%
3-Year 7.45%
5-Year 9.69%
10-Year 9.25%

Performance & Risk

YTD Return 5.44%
5y Average Return 10.46%
Rank in Category (ytd) 23
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Dimensional Ireland Limited
Net Assets --
YTD Return 10.66%
Yield 0.00%
Morningstar Rating
Inception Date Nov 28, 2014

Fund Summary

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