OTC Markets OTCPK - Delayed Quote • USD
Dimensional World Allc 80/20 USD Acc (0P00016L3E)
At close: August 8 at 4:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 5.02% |
| 5y Average Return | 7.80% |
| Number of Years Up | 4 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Aug 8, 2024) | 19.69% |
| Worst 1Y Total Return (Aug 8, 2024) | -- |
| Best 3Y Total Return | 19.69% |
| Worst 3Y Total Return | 3.11% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P00016L3E
Category
- YTD
- 9.01%
- 0.00%
- 1-Month
- 3.00%
- 0.00%
- 3-Month
- 6.26%
- 0.00%
- 1-Year
- 12.76%
- 0.00%
- 3-Year
- 4.00%
- 0.00%
- 5-Year
- 8.08%
- 0.00%
- 10-Year
- 0.00%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P00016L3E
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 5.47% | 0.35% | -- | -- |
| 2023 | 4.09% | 3.60% | -2.06% | 9.28% |
| 2022 | -4.20% | -12.47% | -5.80% | 9.52% |
| 2021 | 6.40% | 5.13% | -0.99% | 4.47% |
| 2020 | -23.18% | 16.91% | 5.62% | 15.47% |
| 2019 | 9.17% | 2.46% | -0.40% | 7.43% |
| 2018 | 1.71% | -11.66% | -- | -- |
Rank in Category (By Total Return)
| YTD | 31 |
| 1-Month | 6 |
| 3-Month | 17 |
| 1-Year | 26 |
| 3-Year | 21 |
| 5-Year | 15 |
Load Adjusted Returns
| 1-Year | 12.76% |
| 3-Year | 4.00% |
| 5-Year | 8.08% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 5.02% |
| 5y Average Return | 7.80% |
| Rank in Category (ytd) | 31 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.97 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Dimensional Ireland Limited |
| Net Assets | -- |
| YTD Return | 9.01% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | May 29, 2018 |
Fund Summary
Fund Summary Information Not Available
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