Baillie Gifford Worldwide US Equity Growth Fund B GBP Acc/ IE00B8HCHF86 /
| NAV29.07.2024 | Diff.+0.2865 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 17.0399GBP | +1.71% | thesaurierend | Aktien Branchenmix | Baillie Gifford IM ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | -4.36 | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 21.96% | 21.95% | 23.11% | 36.35% | -% |
| Sharpe Ratio | 0.12 | 0.37 | 0.28 | -0.50 | - |
| Bester Monat | +8.31% | +6.30% | +17.81% | +17.81% | +24.98% |
| Schlechtester Monat | -4.36% | -4.36% | -8.48% | -28.22% | -28.22% |
| Maximaler Verlust | -8.29% | -8.29% | -19.02% | -60.55% | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in GBP
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Baillie Gifford Worldwide US Equ... | thesaurierend | 14.8561 | +8.58% | -44.27% | |
| Baillie Gifford Worldwide US Equ... | thesaurierend | 26.8404 | +9.66% | -42.52% | |
| Baillie Gifford Worldwide US Equ... | thesaurierend | 17.0399 | +9.99% | -37.38% | |
| Baillie Gifford Worldwide US Equ... | thesaurierend | 61.9292 | +10.56% | -36.46% | |
| Baillie Gifford Worldwide US Equ... | thesaurierend | 26.4469 | +11.71% | -36.98% | |
| Baillie Gifford Worldwide US Equ... | thesaurierend | 16.5992 | +10.61% | -38.89% |
Performance
| lfd. Jahr | +3.55% | ||
|---|---|---|---|
| 6 Monate | +5.71% | ||
| 1 Jahr | +9.99% | ||
| 3 Jahre | -37.38% | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +70.40% | ||
| Jahr | |||
| 2023 | +40.42% | ||
| 2022 | -50.65% | ||
| 2021 | -2.02% | ||
| 2020 | +121.92% | ||
