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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

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.04%
5-year average return13.41%
Number of years up3
Number of years down2
Best 1-yr total return (2 May 2023)88.28%
Worst 1-yr total return (2 May 2023)N/A
Best 3-yr total return88.28%
Worst 3-yr total return12.75%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBPESXCategory
YTD6.04%9.95%
1-month-3.74%2.98%
3-month-5.61%8.22%
1-year-1.89%40.81%
3-year12.87%19.17%
5-year13.41%18.49%
10-year0.00%11.83%
Last bull market55.21%21.12%
Last bear market-26.74%-20.34%

Annual total return (%) history

Year
BPESXCategory
2023
N/AN/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 (%)

YearQ1Q2Q3Q4
202310.54%N/AN/AN/A
2022-12.81%-26.74%-4.60%14.46%
20211.68%10.95%2.94%-6.02%
2020-8.38%40.15%21.12%21.06%
20199.70%1.99%-1.15%17.99%
20187.19%2.66%7.96%-16.32%

Rank in category (by total return)

YTD77
1-month94
3-month85
1-year66
3-year16
5-year1

Load adjusted returns

1-year0.77%
3-year12.62%
5-year13.91%
10-yearN/A