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Dimensional European Small Companies (0P00001C01.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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3,814.00-4.00 (-0.10%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.50%
5-year average return7.36%
Number of years up13
Number of years down5
Best 1-yr total return (21 May 2024)35.58%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return35.58%
Worst 3-yr total return2.71%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00001C01.LCategory
YTD1.63%0.00%
1-month-0.69%0.00%
3-month3.83%0.00%
1-year5.49%0.00%
3-year1.57%0.00%
5-year5.84%0.00%
10-year7.65%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00001C01.LCategory
2024
N/AN/A
2023
11.47%N/A
2022
-13.56%N/A
2021
19.04%N/A
2020
5.31%N/A
2019
22.55%N/A
2018
-14.31%N/A
2017
21.54%N/A
2016
19.76%N/A
2015
17.05%N/A
2014
-0.71%N/A
2013
35.58%N/A
2012
21.71%N/A
2011
-19.76%N/A
2010
23.18%N/A
2009
32.37%N/A
2008
-30.57%N/A
2007
0.23%N/A
2006
28.48%N/A
2005
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.34%N/AN/AN/A
20235.65%-2.03%-1.28%9.09%
2022-8.00%-9.38%-8.18%12.91%
20215.12%7.16%2.88%2.72%
2020-28.09%21.13%4.80%15.37%
20198.24%5.85%0.36%6.58%
2018-3.67%4.27%-0.44%-14.32%
20177.11%6.24%4.33%2.38%
20161.84%2.02%12.72%2.26%
201510.08%0.07%-1.06%7.39%
20145.56%-2.57%-5.44%2.09%
201311.47%1.88%10.26%8.28%
201214.24%-7.61%6.54%8.24%
20113.40%1.01%-23.32%0.18%
20109.93%-12.42%15.83%10.45%
2009-11.07%16.72%28.92%-1.08%
2008-4.20%-6.56%-14.28%-9.52%
20077.99%2.21%-4.98%-4.43%
200615.51%-5.33%3.73%13.26%
200512.13%4.89%N/AN/A

Rank in category (by total return)

YTD29
1-month43
3-month27
1-year19
3-year12
5-year31

Load adjusted returns

1-year5.49%
3-year1.57%
5-year5.84%
10-year7.65%