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OTC Markets OTCPK - Delayed Quote USD

Baillie Gifford Worldwide Positive Change Fund (0P0001D7PT)

21.21
+0.07
+(0.34%)
At close: May 2 at 4:00:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.66%
5y Average Return 10.82%
Number of Years Up 5
Number of Years Down 1
Best 1Y Total Return (May 2, 2025) 89.01%
Worst 1Y Total Return (May 2, 2025) --
Best 3Y Total Return 89.01%
Worst 3Y Total Return -5.79%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001D7PT
Category
YTD
-3.57%
0.00%
1-Month
-4.77%
0.00%
3-Month
-3.57%
0.00%
1-Year
-1.86%
0.00%
3-Year
-2.74%
0.00%
5-Year
12.64%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001D7PT
Category
2024
3.51%
--
2023
15.04%
--
2022
-29.78%
--
2021
10.68%
--
2020
89.01%
--
2019
30.32%
--
2018
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.70% -1.61% 3.69% -0.25%
2023 7.14% 4.39% -10.32% 14.70%
2022 -12.36% -27.70% -2.94% 14.18%
2021 -0.55% 14.38% 3.32% -5.83%
2020 -6.98% 36.47% 22.21% 21.83%
2019 9.40% 2.08% -0.65% 17.47%
2018 7.34% -16.59% -- --

Rank in Category (By Total Return)

YTD 46
1-Month 39
3-Month 46
1-Year 67
3-Year 96
5-Year 30

Load Adjusted Returns

1-Year -1.86%
3-Year -2.74%
5-Year 12.64%
10-Year --

Performance & Risk

YTD Return 1.66%
5y Average Return 10.82%
Rank in Category (ytd) 46
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Baillie Gifford Investment Management (Europe) Limited
Net Assets --
YTD Return -3.57%
Yield 0.00%
Morningstar Rating
Inception Date Jun 18, 2019

Fund Summary

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