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Dimensional World Allocation 60/40 Fund GBP Accumulation (0P0000UUVK.L)

LSE - LSE Delayed price. Currency in GBp
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1,934.00+15.00 (+0.78%)
At close: 8:00PM GMT

Performance overview

Morningstar return rating★★★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up8
Number of years down1
Best 1-yr total return (Invalid Date)20.06%
Worst 1-yr total return (Invalid Date)-4.80%
Best 3-yr total return20.06%
Worst 3-yr total return4.21%

Trailing returns (%) vs. Benchmarks

Return0P0000UUVK.LCategory
YTD4.34%2.91%
1-month2.87%0.67%
3-month4.34%2.91%
1-year28.46%12.90%
3-year6.86%6.44%
5-year8.10%6.97%
10-year0.00%4.88%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000UUVK.LCategory
2021
N/AN/A
2020
5.68%N/A
2019
12.48%N/A
2018
-4.80%N/A
2017
7.37%N/A
2016
20.06%N/A
2015
1.76%1.35%
2014
7.38%5.51%
2013
12.75%9.90%
2012
8.77%8.56%
2011
N/A-2.70%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20214.34%N/AN/AN/A
2020-14.17%12.68%1.88%7.24%
20195.74%3.71%1.82%0.73%
2018-3.23%3.92%2.22%-7.38%
20172.87%0.12%1.34%2.87%
20163.09%5.44%5.89%4.31%
20154.75%-2.79%-3.88%3.96%
20141.34%1.47%1.07%3.33%
201310.10%-2.09%1.89%2.66%
20125.68%-2.92%3.10%2.82%
20114.64%N/AN/AN/A

Rank in category (by total return)

YTD6
1-month6
3-month6
1-year10
3-year16
5-year9

Load adjusted returns

1-year28.46%
3-year6.86%
5-year8.10%
10-yearN/A