LSE - Delayed Quote GBP

Dimensional Global Core Equity GBP Dist (0P0000J29X.L)

40.46
+0.47
+(1.18%)
At close: January 17 at 8:00:00 PM GMT

Performance Overview

Morningstar Return Rating --
YTD Return 5.12%
5y Average Return 11.32%
Number of Years Up 13
Number of Years Down 3
Best 1Y Total Return (Jan 17, 2025) 30.96%
Worst 1Y Total Return (Jan 17, 2025) --
Best 3Y Total Return 30.96%
Worst 3Y Total Return 6.76%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000J29X.L
Category
YTD
16.54%
0.00%
1-Month
-2.58%
0.00%
3-Month
5.05%
0.00%
1-Year
16.54%
0.00%
3-Year
7.73%
0.00%
5-Year
11.01%
0.00%
10-Year
11.29%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000J29X.L
Category
2024
16.54%
--
2023
12.96%
--
2022
-5.03%
--
2021
23.61%
--
2020
9.09%
--
2019
21.79%
--
2018
-5.78%
--
2017
11.03%
--

2016
30.96%
--
2015
3.60%
--
2014
9.99%
--
2013
24.90%
--
2012
11.45%
--
2011
-7.52%
--
2010
18.08%
--
2009
16.35%
--
2008
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.23% 0.28% 1.29% 5.05%
2023 3.65% 1.82% 0.92% 6.06%
2022 -1.74% -8.01% 1.93% 3.08%
2021 7.11% 6.31% 1.97% 6.46%
2020 -20.16% 20.42% 2.89% 10.28%
2019 10.05% 6.00% 3.49% 0.88%
2018 -4.84% 7.80% 5.13% -12.64%
2017 4.05% -0.00% 1.91% 4.71%
2016 3.24% 8.92% 8.24% 7.59%
2015 7.84% -5.19% -5.35% 7.04%

2014 1.19% 1.90% 1.64% 4.94%
2013 15.37% 0.57% 2.17% 5.37%
2012 8.79% -3.79% 3.27% 3.11%
2011 2.41% 0.02% -16.60% 8.25%
2010 10.90% -11.54% 8.80% 10.63%
2009 -12.73% 6.96% 22.22% 1.98%
2008 -2.27% -- -- --

Rank in Category (By Total Return)

YTD 41
1-Month 85
3-Month 44
1-Year 41
3-Year 27
5-Year 29

Load Adjusted Returns

1-Year 16.54%
3-Year 7.73%
5-Year 11.01%
10-Year 11.29%

Performance & Risk

YTD Return 5.12%
5y Average Return 11.32%
Rank in Category (ytd) 41
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.05
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Dimensional Ireland Limited
Net Assets --
YTD Return 16.54%
Yield 1.40%
Morningstar Rating
Inception Date Jan 15, 2025

Fund Summary

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