Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BGCDX (Baillie Gifford China Equities Fund Class K) | 17.03% | 31.24% | -3.79% | NA | NA | NA | NA | -14.57% |
Data as of 07/01/2025, AR inception is 07/07/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGCDX (Baillie Gifford China Equities Fund Class K) | 07/07/2021 | 07/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 31.24 | -3.79 | NA | NA | NA | NA | -14.57 | 17.03 | 7.58 | -18.04 | -28.40 | -17.30 |
| Sharpe Ratio | NA | 0.88 | -0.28 | NA | NA | NA | NA | -0.49 | 1.25 | 0.04 | -1.02 | -0.83 | -1.17 |
| Standard Deviation(%) | NA | 29.91 | 26.38 | NA | NA | NA | NA | 28.61 | 27.56 | 27.49 | 21.93 | 35.89 | 27.48 |
| Draw Down(%) | NA | 22.94 | 41.02 | NA | NA | NA | NA | 58.99 | 21.17 | 20.28 | 33.33 | 44.98 | 20.22 |
| Yield(%) | 0.00 | 2.29 | 1.01 | 0.42 | 0.21 | 0.14 | 0.11 | 0.71 | 0.00 | 2.31 | 1.23 | 0.38 | 0.00 |
Data as of 07/01/2025, AR inception is 07/07/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGCDX (Baillie Gifford China Equities Fund Class K) |
-19.71%
Aug 2021 - Aug 2024 |
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 |
|---|---|---|---|---|
| BGCDX (Baillie Gifford China Equities Fund Class K) |
-1.75%
Apr 2022 - Apr 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart