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Baillie Gifford Worldwide US Equity Growth Fund B GBP Acc/  IE00B8HCHF86  /

Fonds
NAV28/06/2024 Chg.+0.2050 Type of yield Investment Focus Investment company
17.8176GBP +1.16% reinvestment Equity Mixed Sectors Baillie Gifford IM ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2019 - - - - - - - - - - 8.02 -1.21 -
2020 10.15 -5.38 -2.93 24.98 9.65 10.97 8.29 9.51 3.27 1.00 12.21 3.92 +121.92%
2021 6.78 -3.10 -8.57 10.16 -6.90 16.28 -1.55 0.72 -5.89 3.97 1.37 -11.69 -2.02%
2022 -28.22 -0.14 7.26 -18.29 -12.99 -7.11 10.54 4.38 -3.06 -2.82 -6.54 -4.34 -50.65%
2023 12.29 -0.96 -0.75 -3.52 13.74 4.64 4.30 -4.93 -4.34 -8.48 17.81 8.31 +40.42%
2024 -0.94 4.69 4.18 -4.10 -1.68 6.30 - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 21.52% 21.12% 22.93% 36.27% -%
Sharpe ratio 0.66 0.66 0.77 -0.45 -
Best month +8.31% +8.31% +17.81% +17.81% +24.98%
Worst month -4.10% -4.10% -8.48% -28.22% -28.22%
Maximum loss -8.29% -8.29% -19.59% -60.55% -
Outperformance - - - - -
 
All quotes in GBP

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Baillie Gifford Worldwide US Equ... reinvestment 15.3313 +19.57% -41.48%
Baillie Gifford Worldwide US Equ... reinvestment 27.6755 +20.77% -39.63%
Baillie Gifford Worldwide US Equ... reinvestment 17.8176 +21.49% -33.46%
Baillie Gifford Worldwide US Equ... reinvestment 64.7280 +22.13% -32.50%
Baillie Gifford Worldwide US Equ... reinvestment 27.6075 +23.58% -32.61%
Baillie Gifford Worldwide US Equ... reinvestment 17.3423 +22.35% -34.67%

Performance

YTD  
+8.28%
6 Months  
+8.47%
1 Year  
+21.49%
3 Years
  -33.46%
5 Years     -
10 Years     -
Since start  
+78.18%
Year
2023  
+40.42%
2022
  -50.65%
2021
  -2.02%
2020  
+121.92%