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Baillie Gifford Long Term Global Growth Fund (BGLTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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30.68+0.31 (+1.01%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.44%
5-year average return14.07%
Number of years up6
Number of years down3
Best 1-yr total return (2 Jul 2024)101.77%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return101.77%
Worst 3-yr total return-8.92%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBGLTXCategory
YTD13.29%9.95%
1-month2.69%2.98%
3-month3.45%8.22%
1-year20.78%40.81%
3-year-8.38%19.17%
5-year14.14%18.49%
10-year14.48%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%3.45%N/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)

YTD40
1-month37
3-month27
1-year35
3-year94
5-year8

Load adjusted returns

1-year20.78%
3-year-8.38%
5-year14.14%
10-year14.48%