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Dimensional Global Targeted Value (0P0000VA1F.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
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26.92-0.05 (-0.19%)
At close: 10:00PM CEST

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.09%
5-year average return8.96%
Number of years up8
Number of years down3
Best 1-yr total return (25 Apr 2024)35.56%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return35.56%
Worst 3-yr total return-0.21%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000VA1F.FCategory
YTD7.71%0.00%
1-month5.37%0.00%
3-month7.71%0.00%
1-year19.45%0.00%
3-year9.31%0.00%
5-year10.68%0.00%
10-year8.63%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000VA1F.FCategory
2024
N/AN/A
2023
12.09%N/A
2022
-2.85%N/A
2021
35.56%N/A
2020
-4.87%N/A
2019
24.07%N/A
2018
-15.79%N/A
2017
3.74%N/A
2016
20.75%N/A
2015
6.81%N/A
2014
11.52%N/A
2013
27.74%N/A
2012
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.71%N/AN/AN/A
20231.07%1.95%1.58%7.07%
20221.52%-8.30%-0.09%4.45%
202121.75%2.94%1.63%6.43%
2020-35.49%19.60%0.67%22.48%
201912.99%0.00%3.25%6.34%
2018-4.27%6.11%1.19%-18.08%
20172.54%-4.07%2.37%3.02%
2016-3.81%2.48%7.14%14.32%
201516.70%-1.87%-11.49%5.37%
20143.08%3.87%0.21%3.94%
201312.36%-1.18%7.71%6.82%
20124.93%3.67%N/AN/A

Rank in category (by total return)

YTD29
1-month8
3-month29
1-year15
3-year11
5-year7

Load adjusted returns

1-year19.45%
3-year9.31%
5-year10.68%
10-year8.63%