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


YHD - YHD Delayed Price. Currency in GBp
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1,742.0000-4.00 (-0.23%)
As of 4:00PM EDT. Market open.

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return3.31%
5-Year Average ReturnN/A
Number of Years Up4
Number of Years DownN/A
Best 1 Yr Total Return (Apr 29, 2016)12.75%
Worst 1 Yr Total Return (Apr 29, 2016)1.76%
Best 3-Yr Total Return12.75%
Worst 3-Yr Total Return7.20%

Trailing Returns (%) Vs. Benchmarks

ReturnIE00B416SD35.IRCategory
YTD3.31%4.05%
1-Month0.21%0.96%
3-Month4.97%4.05%
1-Year0.70%17.76%
3-Year5.04%8.14%
5-Year0.00%8.79%
10-Year0.00%5.40%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
IE00B416SD35.IRCategory
2016
N/AN/A
2015
1.76%2.29%
2014
7.38%5.14%
2013
12.75%14.85%
2012
8.77%10.54%
2011
N/A-5.89%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20163.09%N/AN/AN/A
20154.75%-2.79%-3.88%3.96%
20141.34%1.47%1.07%3.33%
201310.10%-2.09%1.89%2.66%
20125.68%-2.92%3.10%2.82%
20114.64%N/AN/AN/A

Rank In Category (By Total Return)

YTD6
1-Month63
3-Month38
1-Year5
3-Year33
5-YearN/A

Load Adjusted Returns

1-Year0.70%
3-Year5.04%
5-YearN/A
10-YearN/A