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NIKKEI 225
39,562.90
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CRUDE OIL
81.95
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Baillie Gifford Positive Change Eq Instl (BPESX)
OTC Markets OTCPK - OTC Markets OTCPK Delayed price. Currency in USD
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17.78
+0.32
(+1.83%)
At close: 04:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
6.04%
5-year average return
13.41%
Number of years up
3
Number of years down
2
Best 1-yr total return (2 May 2023)
88.28%
Worst 1-yr total return (2 May 2023)
N/A
Best 3-yr total return
88.28%
Worst 3-yr total return
12.75%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
BPESX
Category
YTD
6.04%
9.95%
1-month
-3.74%
2.98%
3-month
-5.61%
8.22%
1-year
-1.89%
40.81%
3-year
12.87%
19.17%
5-year
13.41%
18.49%
10-year
0.00%
11.83%
Last bull market
55.21%
21.12%
Last bear market
-26.74%
-20.34%
Annual total return (%) history
Year
BPESX
Category
2023
N/A
N/A
2022
-30.25%
N/A
2021
9.15%
N/A
2020
88.28%
32.67%
2019
30.49%
30.40%
2018
-0.59%
-7.79%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2023
10.54%
N/A
N/A
N/A
2022
-12.81%
-26.74%
-4.60%
14.46%
2021
1.68%
10.95%
2.94%
-6.02%
2020
-8.38%
40.15%
21.12%
21.06%
2019
9.70%
1.99%
-1.15%
17.99%
2018
7.19%
2.66%
7.96%
-16.32%
Rank in category (by total return)
YTD
77
1-month
94
3-month
85
1-year
66
3-year
16
5-year
1
Load adjusted returns
1-year
0.77%
3-year
12.62%
5-year
13.91%
10-year
N/A
Data disclaimer
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