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Dimensional International Val Inc (0P00000TBZ.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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3,355.00-8.00 (-0.24%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.51%
5-year average return7.64%
Number of years up15
Number of years down4
Best 1-yr total return (5 Jul 2024)36.96%
Worst 1-yr total return (5 Jul 2024)N/A
Best 3-yr total return36.96%
Worst 3-yr total return0.07%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000TBZ.LCategory
YTD7.59%0.00%
1-month-1.45%0.00%
3-month3.83%0.00%
1-year18.99%0.00%
3-year9.26%0.00%
5-year9.63%0.00%
10-year9.24%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000TBZ.LCategory
2024
N/AN/A
2023
7.80%N/A
2022
5.55%N/A
2021
24.24%N/A
2020
-5.70%N/A
2019
18.27%N/A
2018
-10.15%N/A
2017
9.66%N/A
2016
36.96%N/A
2015
0.27%N/A
2014
8.73%N/A
2013
28.15%N/A
2012
10.48%N/A
2011
-11.96%N/A
2010
15.27%N/A
2009
20.52%N/A
2008
-27.53%N/A
2007
1.92%N/A
2006
9.32%N/A
2005
25.51%N/A
2004
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.44%N/AN/AN/A
2023-0.79%1.45%3.97%3.02%
20225.15%-6.94%2.97%4.75%
202113.11%2.53%3.38%3.63%
2020-27.56%16.20%-0.14%12.19%
20197.20%5.70%3.25%1.08%
2018-7.04%6.25%4.71%-13.12%
20172.66%-1.00%1.69%6.09%
20161.15%6.63%10.56%14.85%
20156.83%-4.00%-9.68%8.26%
20141.41%1.84%2.60%2.63%
201316.86%1.04%2.86%5.52%
20129.17%-6.84%5.30%3.16%
20113.66%-2.05%-18.56%6.47%
201010.97%-11.96%5.73%11.59%
2009-15.93%14.05%25.80%-0.08%
2008-9.23%-4.81%-7.82%-9.01%
20073.03%4.31%-1.45%-3.77%
20067.66%-6.28%3.65%4.53%
20051.85%5.67%9.21%6.78%
20043.08%0.76%7.00%N/A

Rank in category (by total return)

YTD39
1-month98
3-month55
1-year34
3-year24
5-year38

Load adjusted returns

1-year18.99%
3-year9.26%
5-year9.63%
10-year9.24%