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Baillie Gifford Global Stewardship Equities Fund (BGSKX)
10.83
0.00
(0.00%)
At close: January 8 at 8:00:06 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 8.93% |
| 5y Average Return | 4.26% |
| Number of Years Up | 3 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Mar 30, 2023) | 75.39% |
| Worst 1Y Total Return (Mar 30, 2023) | -- |
| Best 3Y Total Return | 75.39% |
| Worst 3Y Total Return | 0.52% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
BGSKX
Category
- YTD
- 8.93%
- 9.95%
- 1-Month
- -0.57%
- 2.98%
- 3-Month
- 8.93%
- 8.22%
- 1-Year
- -24.17%
- 40.81%
- 3-Year
- 8.34%
- 19.17%
- 5-Year
- 4.26%
- 18.49%
- 10-Year
- 0.00%
- 11.83%
- Last Bull Market
- 29.62%
- 21.12%
- Last Bear Market
- -26.61%
- -20.34%
Annual Total Return (%) History
Year
BGSKX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2023 | 8.93% | -- | -- | -- |
| 2022 | -18.64% | -26.61% | -8.67% | 5.92% |
| 2021 | 2.19% | 7.17% | -6.60% | -1.99% |
| 2020 | -13.77% | 45.41% | 18.26% | 18.29% |
| 2019 | 17.38% | 6.28% | -8.11% | 12.86% |
| 2018 | 5.22% | 1.78% | 4.32% | -18.93% |
Rank in Category (By Total Return)
| YTD | 55 |
| 1-Month | 99 |
| 3-Month | 55 |
| 1-Year | 95 |
| 3-Year | 86 |
| 5-Year | 95 |
Load Adjusted Returns
| 1-Year | -22.66% |
| 3-Year | 8.66% |
| 5-Year | 4.26% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 8.93% |
| 5y Average Return | 4.26% |
| Rank in Category (ytd) | 55 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.39 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Large-Stock Growth |
| Fund Family | Baillie Gifford Funds |
| Net Assets | 3.93M |
| YTD Return | 8.93% |
| Yield | 0.07% |
| Morningstar Rating | |
| Inception Date | Dec 14, 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, cash and cash equivalents. The fund invests at least 40% of its total assets in securities of companies located outside the U.S. when market conditions are favorable, but, when market conditions are not favorable, invests at least 30% of its total assets in companies located outside the U.S.
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