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            Trend

            Last Previous Currency Date Chng
            45.59 44.97 USD 26/04/30 +1.38

            Terms

            Isin IE00B2PC0153
            Contract Type N.D.
            Currency USD
            Class N.Av.
            Risk Class 5
            Assogestioni Category Altri
            Declared Benchmark N.Av.
            Start Date 08/09/03
            Advisor Name N.Av.
            Fund Asset Under Management N.Av.

            Performance

            Cumulatives
            1 month +9.02
            Ytd +8.07
            1 year +26.63
            3 years +54.28
            5 years +67.45
            Yearly
            03/31/2025 +5.95
            03/31/2024 +21.72
            03/31/2023 +14.94
            03/31/2022 -9.89
            03/31/2021 +32.54
            Rating
            Score
            52.6964

            Company

            Dimensional Fund Advisors
            20 TRITON STREET, REGENT'S PLACE NW1-3BF - London
            Tel. N.Av.

            Costs

            Entrance (ACP) Min: N.Av. - Max: N.Av.
            Management 0
            Reimbursement N.Av.
            Administrative N.Av.
            Switch N.Av.
            Tunnel N.D.

            Subscription

            One Solution
            Initial N.Av. USD
            Integrative N.Av. USD
            Accumulation Plan
            Duration N.Av.
            Minimum Payment Unit N.Av.
            Initial Payment N.Av.

            Costs

            Entrance (ACP) Min: N.Av. - Max: N.Av.
            Management 0
            Reimbursement N.Av.
            Administrative N.Av.
            Switch N.Av.
            Tunnel N.D.

            Performance

            Cumulatives
            1 day +1.41
            1 week +0.86
            1 month +9.02
            3 months +6.04
            6 months +8.95
            From the beginning of the year +8.07
            1 year +26.63
            2 years +30.49
            3 years +54.28
            4 years +51.58
            5 years +67.45
            Yearly
            03/31/2025 +5.95
            03/31/2024 +21.72
            03/31/2023 +14.94
            03/31/2022 -9.89
            03/31/2021 +32.54


            Rating
            Rating Rating Rating Rating
            Score
            52.6964

            Efficiency Indicators

            Sharpe 1 year 1.0692
            Benchmark 1 year N.Av.
            Sharpe 3 years 0.8941
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.6529
            Benchmark 5 years N.Av.
            Sortino 1 year 1.6452
            Benchmark 1 year N.Av.
            Sortino 3 years 1.4379
            Benchmark 3 years N.Av.
            Sortino 5 years 1.0352
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +10.22
            3 years +11.35
            5 years +12.74
            Negative Volatility
            1 year +6.64
            3 years +7.06
            5 years +8.04

            Benchmark

            Standard Volatility
            1 year N.Av.
            3 years N.Av.
            5 years N.Av.
            Negative Volatility
            1 year N.Av.
            3 years N.Av.
            5 years N.Av.
            Updated Monthly - 26/03/31

            Relative

            Sharpe 0.8941
            Sortino 1.4379
            Bull Market N.Av.
            Bear Market N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Three years data
            Risk Class 5

            General

              1 year 17,995 3 years 15,871 5 years 14,155
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 17,995
            4,133
              
            +13.23
            3 years 15,871
            2,261
              
            +45.41
            5 years 14,155
            1,518
              
            +59.33
            Performance             		4,133 +13.23 2,261 +45.41 1,518 +59.33
            Total Volatility
            1 year 17,995
            12,666
              
            +10.22
            3 years 15,871
            12,501
              
            +11.35
            5 years 14,155
            10,923
              
            +12.74
            Total Volatility             		12,666 +10.22 12,501 +11.35 10,923 +12.74
            Negative Volatility
            1 year 17,995
            12,128
              
            +6.64
            3 years 15,871
            11,793
              
            +7.06
            5 years 14,155
            10,201
              
            +8.04
            Negative Volatility             		12,128 +6.64 11,793 +7.06 10,201 +8.04
            Sharpe Index
            1 year 17,995
            3,025
              
            +1.07
            3 years 15,871
            2,345
              
            +0.89
            5 years 14,155
            1,489
              
            +0.65
            Sharpe Index             		3,025 +1.07 2,345 +0.89 1,489 +0.65
            Sortino Index
            1 year 17,995
            3,312
              
            +1.65
            3 years 15,871
            2,579
              
            +1.44
            5 years 14,155
            1,526
              
            +1.04
            Sortino Index             		3,312 +1.65 2,579 +1.44 1,489 +1.04

            By Category

              1 year 17,995 3 years 15,871 5 years 14,155
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 17,995
            1,734
              
            +13.23
            3 years 15,871
            1,063
              
            +45.41
            5 years 14,155
            725
              
            +59.33
            Performance             		1,734 +13.23 1,063 +45.41 725 +59.33
            Total Volatility
            1 year 17,995
            4,208
              
            +10.22
            3 years 15,871
            4,071
              
            +11.35
            5 years 14,155
            3,451
              
            +12.74
            Total Volatility             		4,208 +10.22 4,071 +11.35 3,451 +12.74
            Negative Volatility
            1 year 17,995
            4,104
              
            +6.64
            3 years 15,871
            3,840
              
            +7.06
            5 years 14,155
            3,226
              
            +8.04
            Negative Volatility             		4,104 +6.64 3,840 +7.06 3,226 +8.04
            Sharpe Index
            1 year 17,995
            1,284
              
            +1.07
            3 years 15,871
            1,062
              
            +0.89
            5 years 14,155
            711
              
            +0.65
            Sharpe Index             		1,284 +1.07 1,062 +0.89 711 +0.65
            Sortino Index
            1 year 17,995
            1,440
              
            +1.65
            3 years 15,871
            1,172
              
            +1.44
            5 years 14,155
            738
              
            +1.04
            Sortino Index             		1,440 +1.65 1,172 +1.44 738 +1.04

            Foreign Funds - Dimensional Global Core Equity $: Performance, Terms, Fees, Risk, Rating


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