Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BGCWX (BAILLIE GIFFORD EAFE CHOICE FUND CLASS 2) | 12.18% | 7.68% | 8.54% | 2.07% | 4.53% | NA | NA | 4.39% |
Data as of 07/17/2025, AR inception is 04/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGCWX (BAILLIE GIFFORD EAFE CHOICE FUND CLASS 2) | 04/30/2015 | 07/17/2025 |
| 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 (%) | -0.88 | 7.68 | 8.54 | 2.07 | 4.53 | NA | NA | 4.39 | 12.18 | 0.75 | 10.10 | -30.91 | 3.34 | 28.75 | 31.78 | -16.38 | 31.30 | 0.55 | -7.64 |
| Sharpe Ratio | NA | 0.20 | 0.29 | 0.01 | 0.17 | NA | NA | 0.15 | 1.14 | -0.18 | 0.40 | -1.07 | 0.21 | 0.94 | 1.68 | -1.12 | 3.99 | 0.02 | -0.73 |
| Standard Deviation(%) | NA | 18.34 | 19.24 | 19.98 | 19.63 | NA | NA | 19.55 | 19.34 | 15.71 | 16.10 | 30.41 | 15.99 | 30.12 | 18.06 | 15.88 | 7.71 | 17.57 | 15.26 |
| Draw Down(%) | NA | 18.02 | 21.54 | 45.40 | 45.40 | NA | NA | 45.40 | 15.16 | 11.04 | 19.87 | 41.34 | 11.70 | 32.65 | 9.36 | 25.35 | 3.03 | 12.27 | 17.10 |
| Yield(%) | 0.00 | 5.17 | 2.98 | 4.03 | 3.67 | 2.41 | 1.81 | 3.62 | 0.00 | 5.53 | 0.00 | 2.01 | 9.00 | 2.12 | 4.76 | 1.96 | 1.99 | 1.29 | 1.11 |
Data as of 07/17/2025, 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 |
|---|---|---|---|---|
| BGCWX (BAILLIE GIFFORD EAFE CHOICE FUND CLASS 2) |
-9.19%
Apr 2021 - Apr 2024 |
-1.78%
Oct 2017 - Oct 2022 |
4.14%
May 2015 - May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGCWX (BAILLIE GIFFORD EAFE CHOICE FUND CLASS 2) |
20.58%
Dec 2018 - Dec 2021 |
15.25%
Feb 2016 - Feb 2021 |
4.70%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart