Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BGEDX (BAILLIE GIFFORD EMERGING MARKETS FUND CLASS 5) | 18.47% | 13.74% | 12.52% | 5.99% | 6.77% | NA | NA | 6.35% |
Data as of 07/02/2025, AR inception is 04/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGEDX (BAILLIE GIFFORD EMERGING MARKETS FUND CLASS 5) | 04/30/2015 | 07/02/2025 |
| 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 (%) | 1.67 | 13.74 | 12.52 | 5.99 | 6.77 | NA | NA | 6.35 | 18.47 | 6.05 | 14.56 | -26.40 | -8.84 | 29.76 | 28.17 | -14.80 | 53.28 | 3.22 | -14.52 |
| Sharpe Ratio | NA | 0.46 | 0.39 | 0.22 | 0.24 | NA | NA | 0.23 | 1.57 | 0.15 | 0.65 | -0.98 | -0.43 | 0.87 | 1.43 | -0.82 | 4.77 | 0.17 | -1.09 |
| Standard Deviation(%) | NA | 21.07 | 19.44 | 21.17 | 21.41 | NA | NA | 21.28 | 23.93 | 15.98 | 16.89 | 28.46 | 20.55 | 33.58 | 18.68 | 19.81 | 11.08 | 17.55 | 19.04 |
| Draw Down(%) | NA | 19.70 | 19.70 | 50.41 | 50.41 | NA | NA | 50.41 | 16.99 | 11.73 | 14.30 | 39.14 | 24.68 | 37.35 | 11.46 | 26.88 | 7.11 | 16.05 | 26.55 |
| Yield(%) | 0.00 | 3.25 | 4.31 | 3.43 | 4.07 | 2.61 | 1.96 | 3.91 | 0.00 | 3.65 | 4.38 | 3.74 | 2.69 | 1.68 | 4.78 | 7.50 | 2.93 | 1.02 | 1.07 |
Data as of 07/02/2025, 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 |
|---|---|---|---|---|
| BGEDX (BAILLIE GIFFORD EMERGING MARKETS FUND CLASS 5) |
-10.73%
Jan 2021 - Jan 2024 |
-3.05%
Oct 2017 - Oct 2022 |
5.63%
May 2015 - May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGEDX (BAILLIE GIFFORD EMERGING MARKETS FUND CLASS 5) |
19.52%
Feb 2016 - Feb 2019 |
21.67%
Feb 2016 - Feb 2021 |
6.70%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart