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Dimensional World Allc 80/20 GBP Acc (0P00016L3A.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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2,069.00-1.00 (-0.05%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.27%
5-year average return7.02%
Number of years up6
Number of years down2
Best 1-yr total return (2 Jul 2024)26.68%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return26.68%
Worst 3-yr total return4.48%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00016L3A.LCategory
YTD5.65%0.00%
1-month1.38%0.00%
3-month2.70%0.00%
1-year15.95%0.00%
3-year5.78%0.00%
5-year8.12%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00016L3A.LCategory
2024
N/AN/A
2023
10.56%N/A
2022
-5.68%N/A
2021
16.69%N/A
2020
6.24%N/A
2019
15.67%N/A
2018
-7.20%N/A
2017
9.44%N/A
2016
26.68%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.32%N/AN/AN/A
20232.44%1.22%1.04%5.53%
2022-1.98%-6.99%0.82%2.62%
20215.69%4.85%1.18%4.07%
2020-19.26%16.86%2.25%10.12%
20197.22%4.44%2.13%1.14%
2018-4.21%5.13%2.69%-10.27%
20173.51%0.08%1.73%3.85%
20163.66%6.58%7.87%6.30%

Rank in category (by total return)

YTD20
1-month23
3-month56
1-year4
3-year6
5-year5

Load adjusted returns

1-year15.95%
3-year5.78%
5-year8.12%
10-yearN/A