Nasdaq - Delayed Quote USD

Baillie Gifford International Alpha Fund (BGITX)

13.47
+0.10
+(0.78%)
At close: 6:45:07 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.28%
5y Average Return 8.03%
Number of Years Up 10
Number of Years Down 6
Best 1Y Total Return (Mar 31, 2025) 34.96%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 34.96%
Worst 3Y Total Return -5.61%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BGITX
Category
YTD
6.97%
7.01%
1-Month
2.04%
0.44%
3-Month
3.44%
6.77%
1-Year
10.03%
34.50%
3-Year
3.30%
13.81%
5-Year
5.30%
13.83%
10-Year
5.64%
8.22%
Last Bull Market
8.27%
17.48%
Last Bear Market
-17.09%
-22.43%

Annual Total Return (%) History

Year
BGITX
Category
2024
5.05%
--
2023
18.71%
--
2022
-28.64%
--
2021
-0.72%
--
2020
26.53%
25.48%
2019
32.14%
27.83%
2018
-16.57%
-14.08%
2017
34.96%
30.87%

2016
5.24%
-2.14%
2015
-1.89%
0.95%
2014
-2.94%
-3.92%
2013
15.28%
18.58%
2012
22.38%
17.70%
2011
-11.92%
-12.30%
2010
14.67%
14.78%
2009
47.51%
38.02%
2008
--
-46.56%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.65% 0.57% 9.28% -7.79%
2023 13.05% 1.77% -10.45% 15.23%
2022 -15.53% -17.09% -11.61% 15.28%
2021 1.63% 3.91% -5.42% -0.60%
2020 -20.78% 25.55% 10.68% 14.94%
2019 13.90% 5.44% -1.89% 12.15%
2018 -0.11% -2.87% 0.11% -14.09%
2017 9.90% 9.28% 6.45% 5.56%
2016 0.43% -0.29% 10.24% -4.67%
2015 3.94% 2.14% -11.95% 4.96%

2014 0.37% 2.96% -6.24% 0.17%
2013 2.74% -3.75% 10.85% 5.16%
2012 13.56% -6.33% 8.31% 6.22%
2011 2.57% 0.92% -19.39% 5.56%
2010 1.48% -11.58% 18.56% 7.79%
2009 -8.85% 26.36% 20.91% 5.93%
2008 2.42% -22.26% -25.89% --

Rank in Category (By Total Return)

YTD 30
1-Month 15
3-Month 32
1-Year 25
3-Year 53
5-Year 79

Load Adjusted Returns

1-Year 10.03%
3-Year 3.30%
5-Year 5.30%
10-Year 5.64%

Performance & Risk

YTD Return 4.28%
5y Average Return 8.03%
Rank in Category (ytd) 30
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.26
Morningstar Risk Rating

Fund Overview

Category Foreign Large Growth
Fund Family Baillie Gifford Funds
Net Assets 2.18B
YTD Return 6.97%
Yield 0.70%
Morningstar Rating
Inception Date Sep 01, 2010

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks and other equity securities. It invests predominantly in securities issued by companies located in countries represented in the MSCI ACWI (ex U.S.) Index, which includes issuers from a range of developed and emerging market countries. The fund ordinarily invests in securities of issuers located in at least three countries outside the U.S.

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