Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BGBKX (Baillie Gifford Multi Asset Fund) | NA | 12.69% | 9.23% | NA | NA | NA | NA | 13.09% |
Data as of 11/11/2022, AR inception is 12/04/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGBKX (Baillie Gifford Multi Asset Fund) | 12/04/2018 | 11/11/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.69 | 9.23 | NA | NA | NA | NA | 13.09 | 12.47 | 0.45 | 5.86 | 7.66 | -1.38 |
| Sharpe Ratio | NA | 0.45 | 0.52 | NA | NA | NA | NA | 0.61 | 0.50 | 0.05 | 0.46 | 0.51 | -3.86 |
| Standard Deviation(%) | NA | 26.03 | 16.91 | NA | NA | NA | NA | 14.90 | 26.53 | 8.27 | 12.19 | 12.17 | 4.99 |
| Draw Down(%) | NA | 18.89 | 18.89 | NA | NA | NA | NA | 18.89 | 14.44 | 5.94 | 18.76 | 12.46 | 2.30 |
| Yield(%) | 0.00 | 20.01 | 9.52 | 6.40 | 3.20 | 2.13 | 1.60 | 10.66 | 14.92 | 6.24 | 0.51 | 7.29 | 0.42 |
Data as of 11/11/2022, AR inception is 12/04/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGBKX (Baillie Gifford Multi Asset Fund) |
0.73%
Jun 2019 - Jun 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGBKX (Baillie Gifford Multi Asset Fund) |
9.83%
Aug 2019 - Aug 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart