LSE - Delayed Quote GBp

Baillie Gifford UK Equity Alpha B Inc (0P00000QWF.L)

377.90 -5.10 (-1.33%)
As of April 25 at 9:00 PM GMT+1. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -2.33%
5y Average Return -2.76%
Number of Years Up 20
Number of Years Down 8
Best 1Y Total Return (Apr 25, 2024) 30.98%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 30.98%
Worst 3Y Total Return -7.60%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00000QWF.L
Category
YTD
1.47%
0.00%
1-Month
0.87%
0.00%
3-Month
1.47%
0.00%
1-Year
4.25%
0.00%
3-Year
-7.27%
0.00%
5-Year
-0.20%
0.00%
10-Year
3.92%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00000QWF.L
Category
2024
--
--
2023
6.15%
--
2022
-24.71%
--
2021
0.44%
--
2020
4.32%
--
2019
30.98%
--
2018
-5.19%
--
2017
23.87%
--

2016
13.09%
--
2015
8.60%
--
2014
-11.66%
--
2013
28.56%
--
2012
19.83%
--
2011
-4.20%
--
2010
24.74%
--
2009
25.20%
--
2008
-28.86%
--
2007
4.26%
--
2006
14.41%
--
2005
17.96%
--
2004
13.59%
--
2003
21.16%
--
2002
-19.23%
--
2001
-9.24%
--
2000
-6.01%
--
1999
23.25%
--
1998
20.55%
--
1997
23.51%
--
1996
14.25%
--
1995
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.47% -- -- --
2023 3.32% 2.16% -2.75% 3.42%
2022 -17.70% -18.01% 0.25% 11.29%
2021 2.16% -0.54% -1.77% 0.63%
2020 -26.83% 24.39% 7.89% 6.23%
2019 12.40% 9.66% -1.91% 8.33%
2018 -3.83% 15.37% 0.69% -15.13%
2017 5.65% 3.82% 5.74% 6.80%
2016 -1.30% 0.07% 13.92% 0.51%
2015 10.23% 1.29% -7.40% 5.03%

2014 -3.50% -4.84% -6.79% 3.21%
2013 11.08% -0.85% 10.14% 5.98%
2012 12.78% -4.12% 7.17% 3.41%
2011 2.07% 2.18% -13.02% 5.60%
2010 7.91% -7.43% 14.04% 9.49%
2009 -9.02% 7.06% 21.63% 5.68%
2008 -10.54% 0.39% -14.51% -7.34%
2007 2.87% 2.59% -2.92% 1.77%
2006 11.67% -4.58% 2.70% 4.55%
2005 1.86% 3.58% 7.66% 3.84%
2004 1.76% 1.16% 3.88% 6.23%
2003 -4.95% 14.30% 2.65% 8.64%
2002 3.67% -9.44% -15.21% 1.46%
2001 -6.77% 2.13% -13.42% 10.10%
2000 -5.21% -1.43% 0.34% 0.25%
1999 11.87% 0.15% -5.01% 15.81%
1998 16.15% 0.17% -10.73% 16.06%
1997 5.33% 6.31% 12.90% -2.29%
1996 2.64% 0.76% 6.34% 3.88%
1995 9.69% 5.20% -- --

Rank in Category (By Total Return)

YTD 74
1-Month 99
3-Month 74
1-Year 73
3-Year 99
5-Year 95

Load Adjusted Returns

1-Year 4.25%
3-Year -7.27%
5-Year -0.20%
10-Year 3.92%

Performance & Risk

YTD Return -2.33%
5y Average Return -2.76%
Rank in Category (ytd) 74
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.24
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Baillie Gifford & Co Limited.
Net Assets 533.78M
YTD Return 1.47%
Yield 2.09%
Morningstar Rating
Inception Date Apr 07, 1995

Fund Summary

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