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Baillie Gifford Long Term Global Growth Fund - Institutional Class: (MF: BSGLX)
(NASDAQ Mutual Funds) As of Oct 24, 2025 07:14 PM ET
$40.83 USD
+0.16 (0.39%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Sep 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 24.19 | 7 |
| 3 months | 8.74 | 11 |
| 6 months | 31.68 | 2 |
| 1 Year | 30.72 | 3 |
| 3 Year | 29.25 | 3 |
| 5 Year | 6.74 | 86 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Sep 30, 2025
| 1 Year | 30.72 |
| 5 Year | 6.74 |
| 10 Year | NA |
| Since Inception | 16.87 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -5.69 | 21.09 | 8.74 | NA |
| 2024 | 9.49 | 3.41 | 4.81 | 5.25 |
| 2023 | 18.88 | 7.68 | -8.30 | 16.22 |
| 2022 | -22.13 | -28.25 | -5.36 | 2.01 |
| 2021 | -2.03 | 13.59 | -5.12 | -3.00 |
| 2020 | -3.09 | 44.20 | 21.71 | 18.54 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
| % Total Return | 24.19 | 24.92 | 36.42 | -46.07 | 2.40 | 101.63 | 33.39 | -1.46 |
| % Total Return Rel to Index | 6.35 | 5.69 | 12.01 | -26.97 | -15.75 | 87.55 | 8.19 | 8.95 |
| % Total Return Rel to Peer | 8.14 | 12.54 | 17.78 | -26.50 | -13.80 | 84.96 | 8.64 | 8.56 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 1.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.75 | 1.93 | 3.23 | 0.02 | 1.56 |
| Expense Ratio | 0.78 | 0.80 | 0.81 | 0.84 | 0.80 | 0.79 | 0.86 | 0.87 |
* 1 = Top 20%, 5 = Bottom 20%