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Baillie Gifford EAFE Plus All Cap Fund (BGCSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.01-0.09 (-0.56%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.66%
5-year average return4.84%
Number of years up4
Number of years down2
Best 1-yr total return (7 Oct 2024)31.60%
Worst 1-yr total return (7 Oct 2024)N/A
Best 3-yr total return31.60%
Worst 3-yr total return-7.93%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBGCSXCategory
YTD12.12%7.01%
1-month4.07%0.44%
3-month9.50%6.77%
1-year25.54%34.50%
3-year-4.56%13.81%
5-year4.73%13.83%
10-year4.99%8.22%
Last bull market20.72%17.48%
Last bear market-18.16%-22.43%

Annual total return (%) history

Year
BGCSXCategory
2024
N/AN/A
2023
9.94%N/A
2022
-31.22%N/A
2021
3.20%N/A
2020
28.68%25.48%
2019
31.60%27.83%
2018
-16.50%-14.08%
2017
N/A30.87%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.95%-0.53%9.50%N/A
202310.99%0.20%-11.71%11.96%
2022-19.38%-18.16%-9.56%15.28%
20210.29%4.64%-4.07%2.52%
2020-20.44%24.26%12.96%15.24%
201913.51%5.85%-2.10%11.88%
2018-0.12%0.06%-0.44%-16.08%
20174.96%4.59%N/AN/A

Rank in category (by total return)

YTD58
1-month7
3-month13
1-year60
3-year88
5-year93

Load adjusted returns

1-year25.54%
3-year-4.56%
5-year4.73%
10-year4.99%