Nasdaq - Delayed Quote USD

Baillie Gifford Global Alpha Equities Fund (BGAKX)

16.91
+0.01
+(0.06%)
At close: 8:05:08 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.29%
5y Average Return 9.64%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (May 15, 2025) 36.41%
Worst 1Y Total Return (May 15, 2025) --
Best 3Y Total Return 36.41%
Worst 3Y Total Return -2.99%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BGAKX
Category
YTD
-3.30%
9.95%
1-Month
0.58%
2.98%
3-Month
-8.43%
8.22%
1-Year
3.89%
40.81%
3-Year
6.54%
19.17%
5-Year
7.87%
18.49%
10-Year
8.14%
11.83%
Last Bull Market
12.68%
21.12%
Last Bear Market
-18.20%
-20.34%

Annual Total Return (%) History

Year
BGAKX
Category
2025
--
--
2024
10.87%
--
2023
19.65%
--
2022
-29.08%
--
2021
7.59%
--
2020
36.41%
32.67%
2019
32.48%
30.40%
2018
-9.38%
-7.79%

2017
--
30.22%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -3.86% -- -- --
2024 8.02% 0.12% 5.96% -3.25%
2023 7.56% 6.54% -8.27% 13.83%
2022 -15.14% -18.20% -7.12% 10.00%
2021 3.22% 7.24% -3.33% 0.54%
2020 -18.88% 28.08% 12.08% 17.15%
2019 15.18% 4.70% -2.47% 12.64%
2018 3.29% 0.67% 1.84% -14.43%
2017 7.24% 5.54% -- --

Rank in Category (By Total Return)

YTD 72
1-Month 82
3-Month 77
1-Year 76
3-Year 78
5-Year 89

Load Adjusted Returns

1-Year 3.89%
3-Year 6.54%
5-Year 7.87%
10-Year 8.14%

Performance & Risk

YTD Return 5.29%
5y Average Return 9.64%
Rank in Category (ytd) 72
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.19
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Growth
Fund Family Baillie Gifford Funds
Net Assets 504.83M
YTD Return -3.30%
Yield 1.52%
Morningstar Rating
Inception Date Apr 28, 2017

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities. It invests predominantly in a diversified portfolio of securities issued by companies located in countries represented in the MSCI ACWI Index. The fund invests in a range of companies globally. It ordinarily invests in securities of issuers located in at least three different countries.

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