LSE - Delayed Quote GBP
Dimensional World Equity GBP Dist (0P0000UUVJ.L)
34.60
+0.39
+(1.14%)
At close: January 17 at 8:00:00 PM GMT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 4.91% |
| 5y Average Return | 10.02% |
| Number of Years Up | 11 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Jan 17, 2025) | 32.60% |
| Worst 1Y Total Return (Jan 17, 2025) | -- |
| Best 3Y Total Return | 32.60% |
| Worst 3Y Total Return | 5.43% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000UUVJ.L
Category
- YTD
- 13.97%
- 0.00%
- 1-Month
- -2.60%
- 0.00%
- 3-Month
- 4.01%
- 0.00%
- 1-Year
- 13.97%
- 0.00%
- 3-Year
- 6.73%
- 0.00%
- 5-Year
- 9.71%
- 0.00%
- 10-Year
- 10.07%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0000UUVJ.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 8.11% | 0.03% | 1.33% | 4.01% |
| 2023 | 3.02% | 1.26% | 1.04% | 5.80% |
| 2022 | -1.23% | -7.35% | 1.27% | 3.22% |
| 2021 | 7.70% | 5.98% | 1.18% | 5.26% |
| 2020 | -22.32% | 20.62% | 2.77% | 11.65% |
| 2019 | 9.17% | 5.30% | 2.52% | 1.28% |
| 2018 | -4.66% | 5.90% | 3.60% | -12.69% |
| 2017 | 4.48% | -0.14% | 2.41% | 5.11% |
| 2016 | 3.74% | 8.57% | 9.29% | 7.72% |
| 2015 | 7.73% | -4.87% | -7.04% | 6.25% |
| 2014 | 1.30% | 1.77% | 0.70% | 3.63% |
| 2013 | 14.87% | -0.71% | 2.84% | 4.80% |
| 2012 | 9.29% | -5.60% | 4.28% | 3.87% |
| 2011 | 5.88% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 24 |
| 1-Month | 60 |
| 3-Month | 33 |
| 1-Year | 24 |
| 3-Year | 21 |
| 5-Year | 21 |
Load Adjusted Returns
| 1-Year | 13.97% |
| 3-Year | 6.73% |
| 5-Year | 9.71% |
| 10-Year | 10.07% |
Performance & Risk
| YTD Return | 4.91% |
| 5y Average Return | 10.02% |
| Rank in Category (ytd) | 24 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.01 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Dimensional Ireland Limited |
| Net Assets | -- |
| YTD Return | 13.97% |
| Yield | 1.43% |
| Morningstar Rating | |
| Inception Date | Jan 07, 2025 |
Fund Summary
null
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