Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BGAEX (BAILLIE GIFFORD GLOBAL ALPHA EQUITY FUND CLASS 3) | NA | 15.27% | -3.95% | 8.85% | NA | NA | NA | 8.92% |
Data as of 05/29/2024, AR inception is 04/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGAEX (BAILLIE GIFFORD GLOBAL ALPHA EQUITY FUND CLASS 3) | 04/30/2015 | 05/29/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.27 | -3.95 | 8.85 | NA | NA | NA | 8.92 | 4.33 | 19.68 | -28.73 | 7.68 | 36.48 | 32.64 | -9.34 | 34.72 | 4.97 | -3.04 |
| Sharpe Ratio | NA | 0.75 | -0.28 | 0.31 | NA | NA | NA | 0.32 | 0.58 | 0.98 | -1.00 | 0.43 | 1.10 | 1.80 | -0.27 | 3.84 | 0.27 | -0.29 |
| Standard Deviation(%) | NA | 14.45 | 21.59 | 23.88 | NA | NA | NA | 23.72 | 12.15 | 16.55 | 30.37 | 17.70 | 32.76 | 17.27 | 40.22 | 8.92 | 17.61 | 15.60 |
| Draw Down(%) | NA | 16.78 | 40.64 | 40.64 | NA | NA | NA | 40.64 | 3.99 | 16.78 | 36.39 | 10.57 | 33.18 | 7.36 | 22.54 | 3.19 | 15.88 | 14.01 |
| Yield(%) | 0.00 | 1.35 | 5.34 | 7.82 | 7.37 | 4.91 | 3.69 | 8.19 | 0.00 | 1.46 | 2.32 | 14.33 | 7.23 | 7.12 | 20.06 | 4.74 | 1.06 | 1.98 |
Data as of 05/29/2024, AR inception is 04/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGAEX (BAILLIE GIFFORD GLOBAL ALPHA EQUITY FUND CLASS 3) |
-3.81%
Apr 2021 - Apr 2024 |
3.57%
Oct 2017 - Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGAEX (BAILLIE GIFFORD GLOBAL ALPHA EQUITY FUND CLASS 3) |
25.46%
Oct 2018 - Oct 2021 |
22.19%
Feb 2016 - Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart