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    Fund


    Dimensional World Allocation 60/40 £ Acc (IE00B416SD35.IR)

    1,566.00 Up 3.00(0.19%) Jul 28

    Risk as of Apr 29, 2016Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:1
    Number of Years Up4
    Number of Years Down0
    Best 1 Yr Total Return(Dec 30, 2013):12.75%
    Worst 1 Yr Total Return(Dec 30, 2015):1.76%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    StatisticIE00B416SD35.IRCategory
    Alpha (against Standard Index)-0.70-2.08
    Beta (against Standard Index)0.780.74
    Mean Annual Return0.430.49
    R-squared (against Standard Index)91.6661.71
    Standard Deviation6.328.11
    Sharpe Ratio0.730.68
    Treynor Ratio5.806.94
    5 Years
    StatisticIE00B416SD35.IRCategory
    Alpha (against Standard Index)N/A-2.83
    Beta (against Standard Index)N/A0.90
    Mean Annual ReturnN/A0.50
    R-squared (against Standard Index)N/A66.97
    Standard DeviationN/A9.37
    Sharpe RatioN/A0.59
    Treynor RatioN/A5.77
    10 Years
    StatisticIE00B416SD35.IRCategory
    Alpha (against Standard Index)N/A-2.20
    Beta (against Standard Index)N/A0.91
    Mean Annual ReturnN/A0.47
    R-squared (against Standard Index)N/A74.03
    Standard DeviationN/A11.61
    Sharpe RatioN/A0.33
    Treynor RatioN/A3.62