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Dimensional Global Trgtd Value GBP Dist (0P0000J27S.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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3,386.00+1.00 (+0.03%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.51%
5-year average return10.13%
Number of years up13
Number of years down2
Best 1-yr total return (17 May 2024)39.88%
Worst 1-yr total return (17 May 2024)N/A
Best 3-yr total return39.88%
Worst 3-yr total return-0.05%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000J27S.LCategory
YTD2.52%0.00%
1-month-3.55%0.00%
3-month4.39%0.00%
1-year14.45%0.00%
3-year7.00%0.00%
5-year8.74%0.00%
10-year8.79%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000J27S.LCategory
2024
N/AN/A
2023
9.63%N/A
2022
2.25%N/A
2021
27.68%N/A
2020
0.30%N/A
2019
16.83%N/A
2018
-14.79%N/A
2017
7.94%N/A
2016
39.88%N/A
2015
1.42%N/A
2014
4.27%N/A
2013
30.90%N/A
2012
12.49%N/A
2011
-13.01%N/A
2010
26.50%N/A
2009
20.84%N/A
2008
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.29%N/AN/AN/A
20230.34%-0.37%2.45%7.03%
20221.61%-6.24%1.87%5.36%
202115.96%3.73%1.91%4.16%
2020-32.38%22.14%0.88%20.37%
20198.22%3.97%2.24%1.56%
2018-5.55%7.10%1.89%-17.33%
20172.21%-1.19%2.99%3.78%
20163.36%7.87%11.34%12.68%
20158.95%-3.96%-7.81%5.15%
20142.59%0.50%-2.40%3.62%
201316.94%0.31%5.11%6.17%
201210.36%-6.58%3.36%5.57%
20112.96%-2.47%-20.56%9.05%
201014.27%-10.63%8.45%14.22%
2009-14.74%11.81%27.34%-0.46%
2008-5.45%N/AN/AN/A

Rank in category (by total return)

YTD38
1-month49
3-month35
1-year18
3-year10
5-year12

Load adjusted returns

1-year14.45%
3-year7.00%
5-year8.74%
10-year8.79%