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Baillie Gifford International Alpha 5 (BGIVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.99-0.06 (-0.46%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.31%
5-year average return4.31%
Number of years up5
Number of years down4
Best 1-yr total return (20 Jun 2024)35.16%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return35.16%
Worst 3-yr total return-5.46%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBGIVXCategory
YTD5.09%7.01%
1-month4.69%0.44%
3-month2.88%6.77%
1-year12.63%34.50%
3-year-5.58%13.81%
5-year5.76%13.83%
10-year5.14%8.22%
Last bull market24.31%17.48%
Last bear market-17.06%-22.43%

Annual total return (%) history

Year
BGIVXCategory
2024
N/AN/A
2023
18.89%N/A
2022
-28.53%N/A
2021
-0.57%N/A
2020
26.72%25.48%
2019
32.34%27.83%
2018
-16.44%-14.08%
2017
35.16%30.87%
2016
5.40%-2.14%
2015
-1.75%0.95%
2014
N/A-3.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.69%N/AN/AN/A
202313.09%1.81%-10.42%15.27%
2022-15.50%-17.06%-11.57%15.32%
20211.67%3.95%-5.38%-0.56%
2020-20.75%25.60%10.72%14.98%
201913.94%5.48%-1.85%12.19%
2018-0.08%-2.84%0.14%-14.06%
20179.94%9.32%6.50%5.60%
20160.47%-0.26%10.29%-4.63%
20153.98%2.17%-11.92%5.00%
2014-6.20%0.21%N/AN/A

Rank in category (by total return)

YTD63
1-month44
3-month48
1-year63
3-year83
5-year80

Load adjusted returns

1-year12.63%
3-year-5.58%
5-year5.76%
10-year5.14%