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Baillie Gifford UK Equity Alpha A Acc (0P00002BM5.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
498.20+4.20 (+0.85%)
At close: 08:00PM GMT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.78%
5-Year Average Return-1.54%
Number of Years Up14
Number of Years Down9
Best 1 Yr Total Return (Dec 1, 2023)29.90%
Worst 1 Yr Total Return (Dec 1, 2023)N/A
Best 3-Yr Total Return29.90%
Worst 3-Yr Total Return-8.38%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P00002BM5.LCategory
YTD-0.78%0.00%
1-Month5.89%0.00%
3-Month-5.55%0.00%
1-Year-3.75%0.00%
3-Year-8.46%0.00%
5-Year-1.54%0.00%
10-Year2.13%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00002BM5.LCategory
2023
N/AN/A
2022
-25.33%N/A
2021
-0.40%N/A
2020
3.40%N/A
2019
29.90%N/A
2018
-5.97%N/A
2017
22.79%N/A
2016
12.08%N/A
2015
7.58%N/A
2014
-12.47%N/A
2013
27.37%N/A
2012
18.84%N/A
2011
-5.11%N/A
2010
23.48%N/A
2009
23.75%N/A
2008
-29.68%N/A
2007
3.10%N/A
2006
13.13%N/A
2005
16.76%N/A
2004
12.49%N/A
2003
20.26%N/A
2002
-19.86%N/A
2001
-10.08%N/A
2000
-6.76%N/A
1999
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20233.13%1.93%-2.94%N/A
2022-17.85%-18.19%0.04%11.06%
20211.96%-0.76%-1.98%0.42%
2020-27.00%24.13%7.66%6.00%
201912.18%9.44%-2.14%8.13%
2018-4.00%15.12%0.47%-15.32%
20175.40%3.60%5.53%6.56%
2016-1.57%-0.16%13.70%0.30%
20159.93%1.08%-7.62%4.80%
2014-3.71%-5.08%-7.04%3.02%
201310.86%-1.11%9.84%5.78%
201212.59%-4.32%6.91%3.18%
20111.84%2.01%-13.29%5.35%
20107.70%-7.69%13.72%9.22%
2009-9.33%6.86%21.20%5.39%
2008-10.76%0.12%-14.80%-7.63%
20072.55%2.34%-3.21%1.50%
200611.29%-4.83%2.38%4.32%
20051.59%3.35%7.28%3.65%
20041.52%0.94%3.62%5.94%
2003-5.12%14.16%2.41%8.41%
20023.53%-9.65%-15.41%1.30%
2001-7.03%1.93%-13.61%9.84%
2000-5.42%-1.62%0.11%0.10%
1999-5.01%14.53%N/AN/A

Rank In Category (By Total Return)

YTD80
1-Month92
3-Month99
1-Year62
3-Year99
5-Year94

Load Adjusted Returns

1-Year2.82%
3-Year-7.51%
5-Year-2.37%
10-Year1.51%