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Baillie Gifford Global Alpha Equities Fund (BGAKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.35+0.10 (+0.58%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.02%
5-year average return7.85%
Number of years up4
Number of years down2
Best 1-yr total return (1 Jul 2024)36.41%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return36.41%
Worst 3-yr total return-2.99%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBGAKXCategory
YTD6.76%9.95%
1-month3.46%2.98%
3-month0.95%8.22%
1-year18.93%40.81%
3-year-3.16%19.17%
5-year9.29%18.49%
10-year8.73%11.83%
Last bull market28.48%21.12%
Last bear market-18.20%-20.34%

Annual total return (%) history

Year
BGAKXCategory
2024
N/AN/A
2023
19.65%N/A
2022
-29.08%N/A
2021
7.59%N/A
2020
36.41%32.67%
2019
32.48%30.40%
2018
-9.38%-7.79%
2017
N/A30.22%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.02%0.12%N/AN/A
20237.56%6.54%-8.27%13.83%
2022-15.14%-18.20%-7.12%10.00%
20213.22%7.24%-3.33%0.54%
2020-18.88%28.08%12.08%17.15%
201915.18%4.70%-2.47%12.64%
20183.29%0.67%1.84%-14.43%
20177.24%5.54%N/AN/A

Rank in category (by total return)

YTD64
1-month70
3-month68
1-year65
3-year87
5-year82

Load adjusted returns

1-year18.93%
3-year-3.16%
5-year9.29%
10-year8.73%