Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGEFX (BAILLIE GIFFORD EAFE FUND CLASS 4) | -0.29% | 3.41% | 8.95% | -3.22% | 9.41% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGEFX (BAILLIE GIFFORD EAFE FUND CLASS 4) | 04/30/2015 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.66 | 3.41 | 8.95 | -3.22 | 9.41 | NA | NA | … | … | -0.29 | 17.40 | 7.93 | 14.38 | -34.37 | -9.35 | 63.40 | 37.47 | -17.24 | 46.21 | 1.32 | -12.39 |
| Sharpe Ratio | NA | 0.34 | 0.34 | -0.19 | 0.35 | NA | NA | … | … | 0.26 | 0.64 | 0.23 | 0.54 | -0.94 | -0.44 | 2.01 | 1.82 | -0.92 | 4.31 | 0.06 | -0.99 |
| Standard Deviation(%) | NA | 20.05 | 21.01 | 25.12 | 23.34 | NA | NA | … | … | 24.49 | 22.80 | 18.44 | 19.94 | 38.19 | 21.17 | 31.23 | 19.78 | 20.41 | 10.62 | 17.01 | 18.05 |
| Draw Down(%) | NA | 15.66 | 22.62 | 52.12 | 54.99 | NA | NA | … | … | 15.66 | 22.62 | 9.93 | 21.05 | 44.43 | 22.98 | 27.34 | 10.13 | 28.59 | 4.95 | 17.25 | 22.22 |
| Yield(%) | 0.00 | 5.45 | 4.84 | 4.20 | 8.94 | 5.05 | 3.79 | … | … | 0.00 | 6.15 | 7.74 | 0.55 | 0.45 | 12.60 | 14.79 | 1.65 | 7.95 | 3.60 | 5.50 | 2.14 |
Data as of 06/05/2026, Common starting date is 04/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGEFX (BAILLIE GIFFORD EAFE FUND CLASS 4) |
-13.93%
Jan 2021 – Jan 2024 |
-3.69%
Mar 2021 – Mar 2026 |
6.98%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGEFX (BAILLIE GIFFORD EAFE FUND CLASS 4) |
26.83%
Oct 2018 – Oct 2021 |
25.66%
Jan 2016 – Jan 2021 |
10.50%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart