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Baillie Gifford Long Term Global Gr 2 (BGLTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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30.17+0.37 (+1.24%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return13.52%
5-Year Average Return14.75%
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return (Jun 24, 2024)101.77%
Worst 1 Yr Total Return (Jun 24, 2024)N/A
Best 3-Yr Total Return101.77%
Worst 3-Yr Total Return-8.92%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBGLTXCategory
YTD10.32%9.95%
1-Month5.12%2.98%
3-Month2.70%8.22%
1-Year25.24%40.81%
3-Year-6.72%19.17%
5-Year15.67%18.49%
10-Year0.00%11.83%
Last Bull Market35.09%21.12%
Last Bear Market-28.24%-20.34%

Annual Total Return (%) History

Year
BGLTXCategory
2024
N/AN/A
2023
36.60%N/A
2022
-46.04%N/A
2021
2.50%N/A
2020
101.77%32.67%
2019
33.49%30.40%
2018
-1.42%-7.79%
2017
54.07%30.22%
2016
-3.80%2.42%
2015
13.99%1.26%
2014
N/A2.65%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.50%N/AN/AN/A
202318.91%7.75%-8.31%16.28%
2022-22.12%-28.24%-5.33%1.98%
2021-2.04%13.63%-5.11%-2.96%
2020-3.10%44.23%21.76%18.57%
201916.97%1.74%-6.16%19.53%
20186.71%10.13%0.45%-16.50%
201716.23%13.04%10.52%6.11%
2016-6.27%-0.19%13.33%-9.26%
20155.57%4.52%-9.75%14.47%
20140.11%0.54%N/AN/A

Rank In Category (By Total Return)

YTD42
1-Month21
3-Month43
1-Year32
3-Year92
5-Year7

Load Adjusted Returns

1-Year25.24%
3-Year-6.72%
5-Year15.67%
10-YearN/A