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Dimensional UK Core Equity GBP Inc (0P00006SS3.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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1,765.00+12.00 (+0.68%)
At close: 09:00PM BST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.95%
5-Year Average Return7.05%
Number of Years Up12
Number of Years Down5
Best 1 Yr Total Return (May 20, 2024)30.19%
Worst 1 Yr Total Return (May 20, 2024)N/A
Best 3-Yr Total Return30.19%
Worst 3-Yr Total Return-0.17%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P00006SS3.LCategory
YTD6.93%0.00%
1-Month3.28%0.00%
3-Month8.21%0.00%
1-Year10.83%0.00%
3-Year7.58%0.00%
5-Year5.83%0.00%
10-Year6.18%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00006SS3.LCategory
2024
N/AN/A
2023
8.79%N/A
2022
-0.67%N/A
2021
19.08%N/A
2020
-8.91%N/A
2019
20.14%N/A
2018
-9.10%N/A
2017
13.54%N/A
2016
15.47%N/A
2015
2.06%N/A
2014
0.76%N/A
2013
22.28%N/A
2012
15.91%N/A
2011
-4.70%N/A
2010
16.02%N/A
2009
30.19%N/A
2008
-30.74%N/A
2007
2.00%N/A
2006
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.54%N/AN/AN/A
20232.59%-1.15%4.57%2.59%
20220.38%-6.80%-4.15%10.79%
20216.83%5.28%2.28%3.51%
2020-28.29%12.34%-2.20%15.62%
20199.88%2.77%1.23%5.10%
2018-5.51%9.63%-1.24%-11.15%
20174.63%2.13%1.89%4.29%
20160.08%1.69%9.34%3.76%
20155.54%-0.60%-6.50%4.05%
2014-0.28%1.49%-0.83%0.39%
201310.24%-1.01%5.65%6.07%
20127.75%-2.90%6.10%4.41%
20111.34%0.38%-13.32%8.08%
20106.56%-11.03%13.67%7.65%
2009-11.08%14.73%22.87%3.85%
2008-9.81%-5.24%-10.91%-9.05%
20072.49%2.84%-2.29%-0.96%
20063.68%7.38%N/AN/A

Rank In Category (By Total Return)

YTD20
1-Month16
3-Month20
1-Year9
3-Year40
5-Year13

Load Adjusted Returns

1-Year10.83%
3-Year7.58%
5-Year5.83%
10-Year6.18%