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Dimensional World Allc 60/40 GBP Dist (0P0000UUVL.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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2,052.000.00 (0.00%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.55%
5-year average return5.53%
Number of years up10
Number of years down2
Best 1-yr total return (25 Apr 2024)20.09%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return20.09%
Worst 3-yr total return3.74%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000UUVL.LCategory
YTD5.17%0.00%
1-month2.47%0.00%
3-month5.17%0.00%
1-year11.99%0.00%
3-year5.13%0.00%
5-year6.37%0.00%
10-year6.66%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000UUVL.LCategory
2024
N/AN/A
2023
9.08%N/A
2022
-5.71%N/A
2021
12.02%N/A
2020
5.70%N/A
2019
12.49%N/A
2018
-4.83%N/A
2017
7.33%N/A
2016
20.09%N/A
2015
1.80%N/A
2014
7.35%N/A
2013
12.72%N/A
2012
8.80%N/A
2011
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.17%N/AN/AN/A
20232.44%0.86%1.06%4.47%
2022-2.56%-5.30%-0.22%2.41%
20214.29%3.68%0.62%2.95%
2020-14.19%12.75%1.82%7.29%
20195.77%3.68%1.84%0.72%
2018-3.22%3.89%2.19%-7.37%
20172.83%0.06%1.38%2.89%
20163.04%5.44%5.92%4.35%
20154.73%-2.73%-3.91%4.01%
20141.37%1.41%1.02%3.36%
201310.03%-2.08%1.92%2.65%
20125.59%-2.80%3.01%2.91%
20114.64%N/AN/AN/A

Rank in category (by total return)

YTD6
1-month39
3-month6
1-year12
3-year2
5-year5

Load adjusted returns

1-year11.99%
3-year5.13%
5-year6.37%
10-year6.66%