New Zealand markets closed

Baillie Gifford International Alpha Fund (BGITX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
13.52+0.10 (+0.73%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.64%
5-year average return4.36%
Number of years up9
Number of years down6
Best 1-yr total return (4 Jul 2024)47.51%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return47.51%
Worst 3-yr total return-5.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBGITXCategory
YTD4.24%7.01%
1-month-0.74%0.44%
3-month0.57%6.77%
1-year7.57%34.50%
3-year-6.01%13.81%
5-year4.07%13.83%
10-year4.82%8.22%
Last bull market24.24%17.48%
Last bear market-17.09%-22.43%

Annual total return (%) history

Year
BGITXCategory
2024
N/AN/A
2023
18.71%N/A
2022
-28.64%N/A
2021
-0.72%N/A
2020
26.53%25.48%
2019
32.14%27.83%
2018
-16.57%-14.08%
2017
34.96%30.87%
2016
5.24%-2.14%
2015
-1.89%0.95%
2014
-2.94%-3.92%
2013
15.28%18.58%
2012
22.38%17.70%
2011
-11.92%-12.30%
2010
14.67%14.78%
2009
47.51%38.02%
2008
N/A-46.56%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.65%0.57%N/AN/A
202313.05%1.77%-10.45%15.23%
2022-15.53%-17.09%-11.61%15.28%
20211.63%3.91%-5.42%-0.60%
2020-20.78%25.55%10.68%14.94%
201913.90%5.44%-1.89%12.15%
2018-0.11%-2.87%0.11%-14.09%
20179.90%9.28%6.45%5.56%
20160.43%-0.29%10.24%-4.67%
20153.94%2.14%-11.95%4.96%
20140.37%2.96%-6.24%0.17%
20132.74%-3.75%10.85%5.16%
201213.56%-6.33%8.31%6.22%
20112.57%0.92%-19.39%5.56%
20101.48%-11.58%18.56%7.79%
2009-8.85%26.36%20.91%5.93%
20082.42%-22.26%-25.89%N/A

Rank in category (by total return)

YTD66
1-month57
3-month28
1-year67
3-year83
5-year84

Load adjusted returns

1-year7.57%
3-year-6.01%
5-year4.07%
10-year4.82%