New Zealand markets closed

Baillie Gifford Positive Chg Eqs K (BPEKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
15.33+0.34 (+2.27%)
At close: 09:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-35.94%
5-year average return0.00%
Number of years up3
Number of years down1
Best 1-yr total return (14 Jul 2022)88.43%
Worst 1-yr total return (14 Jul 2022)N/A
Best 3-yr total return88.43%
Worst 3-yr total return34.72%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBPEKXCategory
YTD-35.94%9.95%
1-month-0.58%2.98%
3-month-22.85%8.22%
1-year-37.20%40.81%
3-year15.61%19.17%
5-year0.00%18.49%
10-year0.00%11.83%
Last bull market55.26%21.12%
Last bear market-11.41%-20.34%

Annual total return (%) history

N/A

Past quarterly returns (%)

N/A

Rank in category (by total return)

YTD88
1-month84
3-month91
1-year87
3-year1
5-yearN/A

Load adjusted returns

1-year-38.16%
3-year15.34%
5-yearN/A
10-yearN/A