Dimensional Global Core Equity Fund EUR Accumulation
ISIN: IE00B2PC0260
Categoria Morningstar: Global Large-Cap Blend Equity
Società: Dimensional Fund Advisors
The investment objective of the Fund is to maximise long-term total return. The investment policy of this Fund is to purchase securities, including depositary receipts, of certain companies traded in global developed countries which the Investment Manager deems eligible. Under normal circumstances, the Fund will invest most of its net assets in securities of companies located in global developed countries.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: -0,68 | 3 anni: 12,78 | 5 anni: 8,16 | Inizio: 9,23 | 2023: 4,73 | 2022: -9,77 | 2021: 31,30 | 2020: 3,39 | 2019: 29,29 |
| Rendimento annuo: Categoria | 1 anno: 1,79 | 3 anni: 8,39 | 5 anni: 5,27 | Inizio: - | 2023: 7,66 | 2022: -19,49 | 2021: 16,97 | 2020: 14,11 | 2019: 23,81 |
| Rendimento annuo: Percentile | 1 anno: 76,00 | 3 anni: 13,00 | 5 anni: 34,00 | Inizio:- | 2023: 81,00 | 2022: 15,00 | 2021: 22,00 | 2020: 62,00 | 2019: 29,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 15,02 | 3 Sharpe Ratio: 0,55 | 5 Correlazione: 98,15 | Beta: 1,04 | Alfa: 0,89 | Tracking error: 3,54 | Info Ratio: 0,34 |
Fonte: Morningstar.
Dati in euros.
Categoria: Global Large-Cap Blend Equity. Data: 2023-06-01
Fonte: Morningstar.
Dati in euros.
Categoria: Global Large-Cap Blend Equity. Data: 2023-06-01