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Baillie Gifford Global Stwdsp Eqs Instl (BGSSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.830.00 (0.00%)
At close: 09:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.93%
5-Year Average Return4.26%
Number of Years Up3
Number of Years Down2
Best 1 Yr Total Return (Mar 29, 2023)75.39%
Worst 1 Yr Total Return (Mar 29, 2023)N/A
Best 3-Yr Total Return75.39%
Worst 3-Yr Total Return0.52%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBGSSXCategory
YTD8.93%9.95%
1-Month-0.57%2.98%
3-Month8.93%8.22%
1-Year-24.17%40.81%
3-Year8.34%19.17%
5-Year4.26%18.49%
10-Year0.00%11.83%
Last Bull Market29.62%21.12%
Last Bear Market-26.61%-20.34%

Annual Total Return (%) History

Year
BGSSXCategory
2023
N/AN/A
2022
-42.24%N/A
2021
0.25%N/A
2020
75.39%32.67%
2019
29.37%30.40%
2018
-9.42%-7.79%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20238.93%N/AN/AN/A
2022-18.64%-26.61%-8.67%5.92%
20212.19%7.17%-6.60%-1.99%
2020-13.77%45.41%18.26%18.29%
201917.38%6.28%-8.11%12.86%
20185.22%1.78%4.32%-18.93%

Rank In Category (By Total Return)

YTD55
1-Month99
3-Month55
1-Year95
3-Year86
5-Year95

Load Adjusted Returns

1-Year-22.66%
3-Year8.66%
5-Year4.26%
10-YearN/A