Fact sheet: Dimensional Intl Real Est Secs Pfl

Fund information

Fund name
Dimensional International Real Estate Securities Portfolio
Fund company manager
Dimensional Fund Advisors(US)
Fund type
SIB
Fund objective
To achieve long-term capital appreciation.
Benchmark
-
Investment style
-
Investment method
Shares

Quick stats

1 Year return

-0.03 %

1 Year rank in sector

21/45

Sector

FO Property - International

Yield
-
Fund size
-
FE Risk score

103

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.59 %8.96 %-0.73 %4.59 %39.8 %
Sector-1.58 %2.86 %-1.68 %16.26 %37.23 %
Rank within sector5 / 467 / 4621 / 4538 / 4218 / 36
Quartile th1 st1 st2 nd4 th2 nd

Calendar performance

YTD-20172016201520142013
Fund8.72 %3.08 %-3.62 %11.55 %1.86 %
Sector3.01 %3.37 %4.32 %16.05 %0.9 %
Rank within sector8 / 4621 / 4437 / 4337 / 4119 / 39
Quartile th1 st2 nd4 th4 th2 nd

Risk statistics

Alpha-3.27
Beta0.86
Sharpe-0
Volatility11.42
Tracking error7.34
Information ratio-0.56
R-Squared0.61

Price movement

52 week high5.75
52 week low4.54
Current bid price0
Current offer price0
Current mid price5.11

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-