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Baillie Gifford Global Alpha Equity 3 (BGAEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.33-0.58 (-3.22%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.33%
5-year average return7.87%
Number of years up10
Number of years down2
Best 1-yr total return (14 Apr 2024)36.44%
Worst 1-yr total return (14 Apr 2024)N/A
Best 3-yr total return36.44%
Worst 3-yr total return-2.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBGAEXCategory
YTD8.08%9.95%
1-month2.18%2.98%
3-month8.08%8.22%
1-year20.29%40.81%
3-year-1.29%19.17%
5-year9.31%18.49%
10-year9.09%11.83%
Last bull market28.55%21.12%
Last bear market-18.19%-20.34%

Annual total return (%) history

Year
BGAEXCategory
2024
N/AN/A
2023
19.69%N/A
2022
-28.70%N/A
2021
7.69%N/A
2020
36.44%32.67%
2019
32.65%30.40%
2018
-9.37%-7.79%
2017
34.65%30.22%
2016
5.02%2.42%
2015
1.84%1.26%
2014
4.52%2.65%
2013
28.64%26.44%
2012
18.72%18.01%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.08%N/AN/AN/A
20237.54%6.56%-8.23%13.82%
2022-15.15%-18.19%-7.08%10.55%
20213.26%7.26%-3.33%0.58%
2020-18.90%28.11%12.09%17.16%
201915.20%4.78%-2.49%12.69%
20183.27%0.72%1.86%-14.45%
20179.52%8.55%7.24%5.61%
2016-2.32%-0.05%8.92%-1.24%
20154.03%0.70%-9.14%6.98%
20142.77%2.95%-3.33%2.19%
20137.49%1.61%9.71%7.35%
201213.39%-6.62%7.85%3.96%

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year20.29%
3-year-1.29%
5-year9.31%
10-year9.09%