Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGETX (BAILLIE GIFFORD EAFE FUND CLASS 2) | 3.65% | 7.75% | 10.26% | -2.49% | 9.39% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGETX (BAILLIE GIFFORD EAFE FUND CLASS 2) | 04/30/2015 | 06/04/2026 |
| 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 (%) | 0.42 | 7.75 | 10.26 | -2.49 | 9.39 | NA | NA | … | … | 3.65 | 17.30 | 7.79 | 14.22 | -34.41 | -9.45 | 63.22 | 37.36 | -17.32 | 46.04 | 1.33 | -12.43 |
| Sharpe Ratio | NA | 0.34 | 0.33 | -0.19 | 0.33 | NA | NA | … | … | 0.25 | 0.64 | 0.23 | 0.53 | -0.91 | -0.45 | 2.00 | 1.81 | -0.92 | 4.28 | 0.06 | -0.99 |
| Standard Deviation(%) | NA | 20.01 | 21.01 | 25.57 | 23.71 | NA | NA | … | … | 24.41 | 22.76 | 18.48 | 19.99 | 39.69 | 21.17 | 31.32 | 19.82 | 20.40 | 10.64 | 19.03 | 18.09 |
| Draw Down(%) | NA | 15.69 | 22.59 | 52.18 | 55.05 | NA | NA | … | … | 15.69 | 22.59 | 9.97 | 21.06 | 44.47 | 23.04 | 27.42 | 10.09 | 28.62 | 4.97 | 17.30 | 22.29 |
| Yield(%) | 0.00 | 5.35 | 4.69 | 4.13 | 8.52 | 4.97 | 3.73 | … | … | 0.00 | 6.02 | 7.51 | 0.44 | 0.40 | 12.41 | 14.83 | 1.54 | 7.88 | 3.40 | 5.52 | 2.06 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| BGETX (BAILLIE GIFFORD EAFE FUND CLASS 2) |
-14.02%
Jan 2021 – Jan 2024 |
-3.78%
Mar 2021 – Mar 2026 |
6.88%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGETX (BAILLIE GIFFORD EAFE FUND CLASS 2) |
26.68%
Oct 2018 – Oct 2021 |
25.57%
Jan 2016 – Jan 2021 |
10.41%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart