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Dimensional World Allc 60/40 GBP Acc (0P0000UUVK.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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2,471.00+7.00 (+0.28%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.69%
5-year average return6.35%
Number of years up10
Number of years down2
Best 1-yr total return (9 May 2024)20.06%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return20.06%
Worst 3-yr total return3.75%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000UUVK.LCategory
YTD3.46%0.00%
1-month-1.63%0.00%
3-month3.55%0.00%
1-year10.76%0.00%
3-year3.75%0.00%
5-year5.57%0.00%
10-year6.52%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000UUVK.LCategory
2024
N/AN/A
2023
9.05%N/A
2022
-5.72%N/A
2021
12.07%N/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%N/A
2014
7.38%N/A
2013
12.75%N/A
2012
8.77%N/A
2011
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.18%N/AN/AN/A
20232.38%0.87%1.08%4.47%
2022-2.59%-5.28%-0.24%2.44%
20214.34%3.68%0.59%2.99%
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)

YTD10
1-month76
3-month8
1-year7
3-year4
5-year6

Load adjusted returns

1-year10.76%
3-year3.75%
5-year5.57%
10-year6.52%