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Dimensional Global Trgtd Value EUR Acc (0P0000J27R.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
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34.40-0.28 (-0.81%)
At close: 10:00PM CEST

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.43%
5-year average return8.70%
Number of years up11
Number of years down4
Best 1-yr total return (17 Apr 2024)35.56%
Worst 1-yr total return (17 Apr 2024)N/A
Best 3-yr total return35.56%
Worst 3-yr total return-0.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000J27R.FCategory
YTD7.74%0.00%
1-month5.40%0.00%
3-month7.74%0.00%
1-year19.46%0.00%
3-year9.32%0.00%
5-year10.67%0.00%
10-year8.63%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000J27R.FCategory
2024
N/AN/A
2023
12.07%N/A
2022
-2.84%N/A
2021
35.56%N/A
2020
-4.93%N/A
2019
24.02%N/A
2018
-15.79%N/A
2017
3.74%N/A
2016
20.77%N/A
2015
6.83%N/A
2014
11.56%N/A
2013
27.77%N/A
2012
15.62%N/A
2011
-10.50%N/A
2010
30.91%N/A
2009
31.74%N/A
2008
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.74%N/AN/AN/A
20231.08%1.93%1.60%7.07%
20221.50%-8.27%-0.07%4.42%
202121.74%2.98%1.59%6.43%
2020-35.49%19.58%0.66%22.45%
201912.95%0.00%3.28%6.31%
2018-4.31%6.16%1.17%-18.06%
20172.55%-4.09%2.37%3.04%
2016-3.86%2.58%7.09%14.35%
201516.72%-1.92%-11.47%5.40%
20143.09%3.89%0.18%3.98%
201312.42%-1.12%7.62%6.80%
201210.28%-3.61%4.93%3.65%
2011-0.09%-4.60%-16.48%12.43%
201013.98%-2.89%2.26%15.66%
2009-10.93%21.34%18.70%2.68%
2008-2.38%-22.60%N/AN/A

Rank in category (by total return)

YTD28
1-month7
3-month28
1-year15
3-year10
5-year7

Load adjusted returns

1-year19.46%
3-year9.32%
5-year10.67%
10-year8.63%