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Baillie Gifford International Alpha 4 (BGIUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.76-0.09 (-0.67%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.73%
5-year average return5.08%
Number of years up3
Number of years down3
Best 1-yr total return (13 Jun 2024)32.27%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return32.27%
Worst 3-yr total return-5.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBGIUXCategory
YTD5.06%7.01%
1-month4.69%0.44%
3-month2.87%6.77%
1-year12.57%34.50%
3-year-5.62%13.81%
5-year5.71%13.83%
10-year5.05%8.22%
Last bull market24.29%17.48%
Last bear market-17.07%-22.43%

Annual total return (%) history

Year
BGIUXCategory
2024
N/AN/A
2023
18.83%N/A
2022
-28.57%N/A
2021
-0.62%N/A
2020
26.66%25.48%
2019
32.27%27.83%
2018
-16.48%-14.08%
2017
N/A30.87%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.68%N/AN/AN/A
202313.08%1.79%-10.43%15.26%
2022-15.51%-17.07%-11.59%15.31%
20211.65%3.93%-5.39%-0.57%
2020-20.76%25.58%10.71%14.97%
201913.92%5.47%-1.87%12.18%
2018-0.09%-2.85%0.13%-14.07%
20175.59%N/AN/AN/A

Rank in category (by total return)

YTD63
1-month45
3-month48
1-year64
3-year84
5-year80

Load adjusted returns

1-year12.57%
3-year-5.62%
5-year5.71%
10-year5.05%