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Baillie Gifford International Alpha Fund (BGIUX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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13.91+0.18 (+1.31%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.92%
5-Year Average Return4.18%
Number of Years Up3
Number of Years Down3
Best 1 Yr Total Return (Jul 2, 2024)32.27%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return32.27%
Worst 3-Yr Total Return-5.51%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBGIUXCategory
YTD4.30%7.01%
1-Month-0.73%0.44%
3-Month0.59%6.77%
1-Year7.68%34.50%
3-Year-5.92%13.81%
5-Year4.17%13.83%
10-Year4.89%8.22%
Last Bull Market24.29%17.48%
Last Bear Market-17.07%-22.43%

Annual Total Return (%) History

Year
BGIUXCategory
2024
N/AN/A
2023
18.83%N/A
2022
-28.57%N/A
2021
-0.62%N/A
2020
26.66%25.48%
2019
32.27%27.83%
2018
-16.48%-14.08%
2017
N/A30.87%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.68%0.59%N/AN/A
202313.08%1.79%-10.43%15.26%
2022-15.51%-17.07%-11.59%15.31%
20211.65%3.93%-5.39%-0.57%
2020-20.76%25.58%10.71%14.97%
201913.92%5.47%-1.87%12.18%
2018-0.09%-2.85%0.13%-14.07%
20175.59%N/AN/AN/A

Rank In Category (By Total Return)

YTD65
1-Month57
3-Month28
1-Year67
3-Year83
5-Year83

Load Adjusted Returns

1-Year7.68%
3-Year-5.92%
5-Year4.17%
10-Year4.89%