Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BGCJX (BAILLIE GIFFORD EAFE CHOICE FUND CLASS 3) | 12.66% | 11.08% | 9.32% | 3.51% | 3.96% | NA | NA | 3.57% |
Data as of 07/01/2025, AR inception is 04/28/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGCJX (BAILLIE GIFFORD EAFE CHOICE FUND CLASS 3) | 04/28/2015 | 07/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.22 | 11.08 | 9.32 | 3.51 | 3.96 | NA | NA | 3.57 | 12.66 | 0.74 | 10.18 | -30.85 | 3.40 | 32.88 | 0.00 | -0.37 | 31.37 | 0.62 | -9.21 |
| Sharpe Ratio | NA | 0.39 | 0.28 | 0.07 | 0.15 | NA | NA | 0.13 | 1.27 | -0.18 | 0.41 | -1.06 | 0.21 | 2.65 | 0.00 | -0.20 | 4.03 | 0.02 | -0.83 |
| Standard Deviation(%) | NA | 18.41 | 19.35 | 20.18 | 16.21 | NA | NA | 16.15 | 19.92 | 15.71 | 16.13 | 30.43 | 16.04 | 12.27 | NA | 8.77 | 7.65 | 17.59 | 15.90 |
| Draw Down(%) | NA | 17.99 | 21.49 | 45.34 | 45.34 | NA | NA | 45.34 | 15.15 | 11.04 | 19.82 | 41.32 | 11.66 | 6.07 | 0.00 | 9.59 | 3.00 | 12.23 | 17.02 |
| Yield(%) | 0.00 | 5.70 | 3.18 | 4.43 | 3.07 | 1.97 | 1.48 | 2.96 | 0.00 | 5.94 | 0.00 | 2.01 | 9.17 | 2.36 | 0.00 | 0.00 | 2.10 | 1.35 | 1.14 |
Data as of 07/01/2025, AR inception is 04/28/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGCJX (BAILLIE GIFFORD EAFE CHOICE FUND CLASS 3) |
-9.12%
Apr 2021 - Apr 2024 |
-3.13%
Oct 2017 - Oct 2022 |
3.48%
May 2015 - May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGCJX (BAILLIE GIFFORD EAFE CHOICE FUND CLASS 3) |
12.51%
Aug 2018 - Aug 2021 |
13.69%
Feb 2016 - Feb 2021 |
4.04%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart