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Dimensional World Allc 80/20 GBP Dist (0P00016L3B.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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1,821.00-3.00 (-0.16%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.80%
5-year average return7.89%
Number of years up6
Number of years down2
Best 1-yr total return (21 May 2024)26.59%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return26.59%
Worst 3-yr total return4.49%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00016L3B.LCategory
YTD4.16%0.00%
1-month-2.04%0.00%
3-month4.41%0.00%
1-year13.03%0.00%
3-year5.23%0.00%
5-year7.13%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00016L3B.LCategory
2024
N/AN/A
2023
10.58%N/A
2022
-5.69%N/A
2021
16.65%N/A
2020
6.31%N/A
2019
15.60%N/A
2018
-7.17%N/A
2017
9.50%N/A
2016
26.59%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.33%N/AN/AN/A
20232.41%1.25%1.05%5.54%
2022-2.00%-7.00%0.84%2.62%
20215.63%4.85%1.17%4.11%
2020-19.27%16.92%2.27%10.13%
20197.21%4.45%2.11%1.09%
2018-4.22%5.10%2.73%-10.24%
20173.59%-0.04%1.78%3.90%
20163.68%6.48%7.87%6.30%

Rank in category (by total return)

YTD29
1-month91
3-month16
1-year8
3-year8
5-year8

Load adjusted returns

1-year13.03%
3-year5.23%
5-year7.13%
10-yearN/A