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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 Return8.64%
5-Year Average Return7.86%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Jul 2, 2024)36.41%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return36.41%
Worst 3-Yr Total Return-2.99%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBGAKXCategory
YTD8.14%9.95%
1-Month1.29%2.98%
3-Month0.12%8.22%
1-Year12.91%40.81%
3-Year-3.74%19.17%
5-Year8.15%18.49%
10-Year8.65%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)

YTD69
1-Month72
3-Month70
1-Year76
3-Year88
5-Year85

Load Adjusted Returns

1-Year12.91%
3-Year-3.74%
5-Year8.15%
10-Year8.65%