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Dimensional Global Trgtd Value GBP Acc (0P0000J27T.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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4,072.00+59.00 (+1.47%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.36%
5-year average return8.89%
Number of years up13
Number of years down2
Best 1-yr total return (23 Apr 2024)39.86%
Worst 1-yr total return (23 Apr 2024)N/A
Best 3-yr total return39.86%
Worst 3-yr total return-0.05%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000J27T.LCategory
YTD6.33%0.00%
1-month5.22%0.00%
3-month6.33%0.00%
1-year16.12%0.00%
3-year9.49%0.00%
5-year10.50%0.00%
10-year8.99%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000J27T.LCategory
2024
N/AN/A
2023
9.64%N/A
2022
2.24%N/A
2021
27.65%N/A
2020
0.29%N/A
2019
16.85%N/A
2018
-14.79%N/A
2017
7.94%N/A
2016
39.86%N/A
2015
1.46%N/A
2014
4.27%N/A
2013
30.83%N/A
2012
12.58%N/A
2011
-13.03%N/A
2010
26.44%N/A
2009
20.99%N/A
2008
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.33%N/AN/AN/A
20230.39%-0.39%2.44%7.02%
20221.61%-6.22%1.87%5.33%
202115.91%3.76%1.89%4.16%
2020-32.40%22.14%0.89%20.40%
20198.25%3.93%2.22%1.61%
2018-5.53%7.09%1.85%-17.31%
20172.25%-1.24%3.01%3.76%
20163.32%7.87%11.36%12.69%
20158.97%-3.96%-7.82%5.17%
20142.57%0.57%-2.44%3.60%
201316.91%0.26%5.16%6.15%
201210.34%-6.56%3.34%5.66%
20113.00%-2.47%-20.58%9.01%
201014.27%-10.70%8.49%14.21%
2009-14.62%11.76%27.46%-0.51%
2008-6.02%-2.34%-5.38%N/A

Rank in category (by total return)

YTD28
1-month9
3-month28
1-year15
3-year10
5-year7

Load adjusted returns

1-year16.12%
3-year9.49%
5-year10.50%
10-year8.99%