Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BGEGX (BAILLIE GIFFORD EMERGING MARKETS FUND INSTITUTIONAL CLASS) | 18.32% | 13.49% | 12.25% | 5.40% | NA | NA | NA | 6.61% |
Data as of 07/02/2025, AR inception is 05/02/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGEGX (BAILLIE GIFFORD EMERGING MARKETS FUND INSTITUTIONAL CLASS) | 05/02/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.66 | 13.49 | 12.25 | 5.40 | NA | NA | NA | 6.61 | 18.32 | 2.35 | 14.25 | -26.58 | -10.53 | 29.44 | 27.94 | -14.98 | 26.08 |
| Sharpe Ratio | NA | 0.45 | 0.38 | 0.19 | NA | NA | NA | 0.21 | 1.56 | -0.26 | 0.60 | -0.99 | -0.51 | 0.87 | 1.42 | -0.82 | 3.49 |
| Standard Deviation(%) | NA | 21.06 | 19.42 | 21.18 | NA | NA | NA | 22.21 | 23.90 | 16.49 | 16.92 | 28.42 | 20.74 | 33.58 | 18.65 | 19.83 | 11.72 |
| Draw Down(%) | NA | 19.79 | 19.79 | 51.39 | NA | NA | NA | 51.39 | 16.96 | 14.50 | 14.33 | 39.27 | 24.84 | 37.37 | 11.57 | 27.01 | 7.10 |
| Yield(%) | 0.00 | 3.21 | 4.25 | 2.94 | 3.29 | 2.19 | 1.64 | 4.11 | 0.00 | 3.60 | 4.33 | 3.71 | 1.15 | 1.54 | 4.72 | 7.71 | 2.41 |
Data as of 07/02/2025, AR inception is 05/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGEGX (BAILLIE GIFFORD EMERGING MARKETS FUND INSTITUTIONAL CLASS) |
-11.43%
Jan 2021 - Jan 2024 |
-3.58%
Oct 2017 - Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGEGX (BAILLIE GIFFORD EMERGING MARKETS FUND INSTITUTIONAL CLASS) |
17.35%
Jun 2018 - Jun 2021 |
7.93%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart