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Dimensional Global Core Equity GBP Acc (0P0000J29V.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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4,537.00-9.00 (-0.20%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.22%
5-year average return11.93%
Number of years up12
Number of years down3
Best 1-yr total return (13 May 2024)30.95%
Worst 1-yr total return (13 May 2024)N/A
Best 3-yr total return30.95%
Worst 3-yr total return6.79%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000J29V.LCategory
YTD5.68%0.00%
1-month-3.26%0.00%
3-month5.17%0.00%
1-year16.05%0.00%
3-year7.96%0.00%
5-year10.33%0.00%
10-year11.19%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000J29V.LCategory
2024
N/AN/A
2023
12.94%N/A
2022
-5.01%N/A
2021
23.59%N/A
2020
9.09%N/A
2019
21.80%N/A
2018
-5.79%N/A
2017
11.00%N/A
2016
30.95%N/A
2015
3.67%N/A
2014
9.93%N/A
2013
24.88%N/A
2012
11.52%N/A
2011
-7.50%N/A
2010
18.05%N/A
2009
16.34%N/A
2008
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.24%N/AN/AN/A
20233.64%1.84%0.90%6.05%
2022-1.70%-8.04%1.94%3.08%
20217.12%6.29%1.99%6.43%
2020-20.16%20.41%2.86%10.32%
201910.05%6.01%3.49%0.88%
2018-4.83%7.77%5.14%-12.63%
20174.04%-0.04%1.92%4.73%
20163.19%8.95%8.21%7.64%
20157.89%-5.19%-5.36%7.09%
20141.13%1.96%1.60%4.93%
201315.37%0.57%2.14%5.37%
20128.85%-3.81%3.26%3.15%
20112.47%0.00%-16.56%8.18%
201010.91%-11.53%8.83%10.55%
2009-12.74%7.04%22.15%1.97%
2008-1.94%N/AN/AN/A

Rank in category (by total return)

YTD51
1-month83
3-month39
1-year44
3-year30
5-year30

Load adjusted returns

1-year16.05%
3-year7.96%
5-year10.33%
10-year11.19%