YHD - Delayed Quote • GBp
Dimensional United Kingdom Small Companies Fund (GB0033772061.L)
At close: June 28 at 6:07 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 45.84% |
| Worst 1Y Total Return | -35.67% |
| Number of Years Up | 8 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 67 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.90 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| GB0033772061.L | Category Average | GB0033772061.L | Category Average | GB0033772061.L | Category Average | |
| Alpha | -0.17 | -0 | 1.11 | 0.01 | 4.49 | 0.04 |
| BETA | 0.9 | 0.01 | 0.9 | 0.01 | 0.8 | 0.01 |
| Mean Annual Return | 0.9 | 0.01 | 1.02 | 0.01 | 0.85 | 0.01 |
| R-squared | 63.2 | 0.68 | 70.42 | 0.66 | 80.35 | 0.75 |
| Standard Deviation | 11.23 | 0.12 | 13.06 | 0.11 | 17.53 | 0.17 |
| Sharpe Ratio | 0.92 | 0.01 | 0.89 | 0.01 | 0.47 | 0 |
| Treynor Ratio | 11.4 | 0.08 | 12.68 | 0.17 | 8.85 | 0.09 |
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