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Baillie Gifford International Alpha Fund (BGIKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.14-0.02 (-0.15%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.04%
5-year average return3.87%
Number of years up3
Number of years down3
Best 1-yr total return (30 Jun 2024)32.16%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return32.16%
Worst 3-yr total return-5.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBGIKXCategory
YTD4.99%7.01%
1-month4.66%0.44%
3-month2.87%6.77%
1-year12.47%34.50%
3-year-5.72%13.81%
5-year5.60%13.83%
10-year4.98%8.22%
Last bull market24.24%17.48%
Last bear market-17.04%-22.43%

Annual total return (%) history

Year
BGIKXCategory
2024
N/AN/A
2023
18.76%N/A
2022
-28.65%N/A
2021
-0.74%N/A
2020
26.55%25.48%
2019
32.16%27.83%
2018
-16.54%-14.08%
2017
N/A30.87%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.64%N/AN/AN/A
202313.09%1.72%-10.41%15.23%
2022-15.56%-17.04%-11.62%15.24%
20211.61%3.88%-5.44%-0.56%
2020-20.77%25.56%10.62%14.99%
201913.86%5.47%-1.86%12.14%
2018-0.07%-2.90%0.15%-14.11%
20176.42%5.55%N/AN/A

Rank in category (by total return)

YTD64
1-month47
3-month48
1-year65
3-year85
5-year81

Load adjusted returns

1-year12.47%
3-year-5.72%
5-year5.60%
10-year4.98%