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Baillie Gifford Intl Concntr Gr EqsK (BTLKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.28-0.05 (-0.68%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.52%
5-year average return12.21%
Number of years up4
Number of years down2
Best 1-yr total return (27 June 2024)97.08%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return97.08%
Worst 3-yr total return-11.19%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBTLKXCategory
YTD14.68%7.01%
1-month8.96%0.44%
3-month7.07%6.77%
1-year17.97%34.50%
3-year-7.32%13.81%
5-year14.76%13.83%
10-year0.00%8.22%
Last bull market33.71%17.48%
Last bear market-24.08%-22.43%

Annual total return (%) history

Year
BTLKXCategory
2024
N/AN/A
2023
14.92%N/A
2022
-39.55%N/A
2021
0.82%N/A
2020
97.08%25.48%
2019
45.26%27.83%
2018
-12.84%-14.08%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.36%N/AN/AN/A
202316.34%1.07%-14.05%13.71%
2022-23.15%-24.08%-9.53%14.54%
2021-2.28%11.06%-5.09%-2.12%
2020-10.47%44.42%22.41%24.52%
201921.46%4.42%-3.87%19.14%
20186.87%3.17%-2.26%-19.11%

Rank in category (by total return)

YTD7
1-month1
3-month4
1-year25
3-year91
5-year1

Load adjusted returns

1-year17.97%
3-year-7.32%
5-year14.76%
10-yearN/A