YHD - Delayed Quote GBp

Dimensional UK Smlr Coms Acc (GB0033771980.L)

3,838.00 -28.00 (-0.72%)
At close: June 28 at 6:07 PM EDT

Performance Overview

Morningstar Return Rating 4
YTD Return --
5y Average Return --
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return 45.77%
Worst 1Y Total Return -35.61%
Best 3Y Total Return 45.77%
Worst 3Y Total Return -9.27%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
GB0033771980.L
Category
YTD
-2.76%
7.62%
1-Month
-0.36%
2.07%
3-Month
3.90%
7.62%
1-Year
0.94%
18.60%
3-Year
10.72%
8.31%
5-Year
11.99%
14.76%
10-Year
8.96%
8.36%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
GB0033771980.L
Category
2018
--
--
2017
17.88%
--
2016
4.64%
--
2015
13.70%
15.62%
2014
2.52%
-1.25%
2013
37.61%
39.58%
2012
31.07%
24.62%
2011
-9.96%
-8.49%

2010
29.96%
32.08%
2009
45.77%
48.71%
2008
-35.61%
-39.48%
2007
-8.99%
-6.85%
2006
27.44%
24.51%
2005
26.06%
21.79%
2004
--
22.26%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 -5.76% 8.10% -2.34% --
2017 5.02% 3.42% 3.62% 4.74%
2016 -2.41% -5.86% 11.65% 2.02%
2015 6.94% 4.24% -2.77% 4.91%
2014 2.84% -3.62% -1.50% 5.02%
2013 13.92% 1.56% 8.88% 9.24%
2012 16.51% -3.99% 10.21% 6.31%
2011 0.65% 3.44% -16.11% 3.09%
2010 9.93% -5.94% 14.06% 10.20%
2009 -3.00% 19.29% 25.15% 0.66%

2008 -6.18% -7.09% -11.13% -16.88%
2007 4.08% -0.48% -6.07% -6.44%
2006 10.29% -3.87% 6.31% 13.08%
2005 5.04% 2.22% 7.65% 9.07%
2004 -0.97% -0.24% 9.72% --

Rank in Category (By Total Return)

YTD 66
1-Month 69
3-Month 42
1-Year 79
3-Year 60
5-Year 42

Load Adjusted Returns

1-Year 0.94%
3-Year 10.72%
5-Year 11.99%
10-Year 8.96%

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 66
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Fund Overview

Category UK Small-Cap Equity
Fund Family Dimensional Fund Advisors Ltd
Net Assets 396.29M
YTD Return -2.76%
Yield 2.68%
Morningstar Rating
Inception Date Jan 12, 2004

Fund Summary

The investment objective of the United Kingdom Small Companies Fund is to maximise long-term total return. The investment policy of this Fund is to purchase transferable securities of United Kingdom companies which the ACD deems eligible small companies. Generally the Fund intends to purchase a broad and diverse group of readily marketable stocks of United Kingdom small companies which are traded principally on the London Stock Exchange or on an over-the-counter market (primarily the United Kingdom over-the-counter market). Companies are considered small primarily based on a company's market capitalisation.

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