LSE - Delayed Quote GBP

Dimensional Emerg Mkt Trgtd Val GBP Dist (0P0000J29Z.L)

25.43
-0.20
(-0.78%)
At close: January 21 at 8:00:00 PM GMT

Performance Overview

Morningstar Return Rating --
YTD Return 1.42%
5y Average Return 6.74%
Number of Years Up 11
Number of Years Down 5
Best 1Y Total Return (Jan 17, 2025) 35.05%
Worst 1Y Total Return (Jan 17, 2025) --
Best 3Y Total Return 35.05%
Worst 3Y Total Return -5.42%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000J29Z.L
Category
YTD
5.51%
0.00%
1-Month
-0.51%
0.00%
3-Month
-2.10%
0.00%
1-Year
5.51%
0.00%
3-Year
4.78%
0.00%
5-Year
7.21%
0.00%
10-Year
6.99%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000J29Z.L
Category
2024
5.51%
--
2023
10.68%
--
2022
-1.50%
--
2021
15.63%
--
2020
6.50%
--
2019
5.58%
--
2018
-11.63%
--
2017
24.67%
--

2016
33.73%
--
2015
-10.78%
--
2014
6.29%
--
2013
-3.71%
--
2012
19.67%
--
2011
-26.57%
--
2010
35.05%
--
2009
76.83%
--
2008
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.80% 3.86% 1.94% -2.10%
2023 1.68% 1.32% 4.40% 2.91%
2022 1.99% -4.50% -1.44% 2.61%
2021 8.70% 9.16% -1.38% -1.18%
2020 -29.36% 25.03% 5.61% 14.18%
2019 5.65% 2.35% -4.08% 1.79%
2018 -4.00% -3.68% -1.08% -3.38%
2017 14.84% -0.82% 2.96% 6.32%
2016 10.32% 9.53% 11.87% -1.06%
2015 5.29% -6.42% -13.25% 4.39%

2014 0.95% 4.36% 1.68% -0.78%
2013 7.61% -8.68% -1.84% -0.18%
2012 14.86% -7.07% 3.72% 8.09%
2011 -3.90% -0.39% -25.47% 2.93%
2010 12.46% -6.26% 17.36% 9.15%
2009 -2.82% 29.01% 28.64% 9.64%
2008 -9.19% -- -- --

Rank in Category (By Total Return)

YTD 45
1-Month 80
3-Month 81
1-Year 45
3-Year 24
5-Year 61

Load Adjusted Returns

1-Year 5.51%
3-Year 4.78%
5-Year 7.21%
10-Year 6.99%

Performance & Risk

YTD Return 1.42%
5y Average Return 6.74%
Rank in Category (ytd) 45
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Dimensional Ireland Limited
Net Assets --
YTD Return 5.51%
Yield 2.22%
Morningstar Rating
Inception Date May 12, 2008

Fund Summary

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