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Baillie Gifford EAFE Plus All Cap 2 (BGCWX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.27+0.02 (+0.12%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.72%
5-Year Average Return3.08%
Number of Years Up10
Number of Years Down4
Best 1 Yr Total Return (Jun 24, 2024)31.73%
Worst 1 Yr Total Return (Jun 24, 2024)N/A
Best 3-Yr Total Return31.73%
Worst 3-Yr Total Return-7.71%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBGCWXCategory
YTD4.68%7.01%
1-Month6.30%0.44%
3-Month2.48%6.77%
1-Year7.89%34.50%
3-Year-7.59%13.81%
5-Year4.23%13.83%
10-Year3.71%8.22%
Last Bull Market20.80%17.48%
Last Bear Market-18.13%-22.43%

Annual Total Return (%) History

Year
BGCWXCategory
2024
N/AN/A
2023
10.09%N/A
2022
-30.88%N/A
2021
3.31%N/A
2020
28.77%25.48%
2019
31.73%27.83%
2018
-16.39%-14.08%
2017
31.28%30.87%
2016
0.59%-2.14%
2015
2.16%0.95%
2014
-4.23%-3.92%
2013
21.18%18.58%
2012
21.81%17.70%
2011
-12.55%-12.30%
2010
12.18%14.78%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.03%N/AN/AN/A
202311.03%0.22%-11.67%12.01%
2022-19.36%-18.13%-9.51%15.71%
20210.35%4.64%-4.02%2.51%
2020-20.42%24.30%12.95%15.24%
201913.52%5.91%-2.07%11.88%
2018-0.11%0.09%-0.38%-16.05%
20179.65%9.10%4.97%4.55%
20160.54%0.13%8.15%-7.60%
20156.73%1.06%-10.98%6.39%
20142.57%2.28%-6.71%-2.15%
20136.71%-1.51%10.26%4.58%
201213.54%-6.06%8.33%5.41%
20112.09%2.01%-18.23%2.69%
20101.74%-13.43%17.74%8.18%

Rank In Category (By Total Return)

YTD68
1-Month10
3-Month54
1-Year87
3-Year92
5-Year94

Load Adjusted Returns

1-Year7.89%
3-Year-7.59%
5-Year4.23%
10-Year3.71%