Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BGEVX (BAILLIE GIFFORD EAFE FUND CLASS 5) | 15.46% | 19.41% | 12.80% | 2.85% | 7.79% | NA | NA | 7.49% |
Data as of 07/02/2025, AR inception is 04/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGEVX (BAILLIE GIFFORD EAFE 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 (%) | 0.83 | 19.41 | 12.80 | 2.85 | 7.79 | NA | NA | 7.49 | 15.46 | 7.95 | 14.49 | -34.33 | -9.30 | 63.45 | 37.56 | -17.21 | 46.28 | 1.57 | -12.41 |
| Sharpe Ratio | NA | 0.69 | 0.36 | 0.07 | 0.26 | NA | NA | 0.26 | 1.21 | 0.23 | 0.55 | -0.94 | -0.44 | 2.00 | 1.82 | -0.92 | 4.27 | 0.07 | -0.99 |
| Standard Deviation(%) | NA | 24.19 | 23.83 | 25.43 | 23.45 | NA | NA | 23.32 | 28.02 | 18.46 | 20.00 | 38.18 | 21.18 | 31.38 | 19.78 | 20.36 | 10.73 | 19.03 | 18.07 |
| Draw Down(%) | NA | 22.61 | 23.74 | 54.95 | 54.95 | NA | NA | 54.95 | 22.61 | 9.91 | 20.99 | 44.42 | 22.92 | 27.40 | 10.11 | 28.54 | 5.00 | 17.23 | 22.18 |
| Yield(%) | 0.00 | 7.27 | 3.32 | 6.86 | 7.20 | 4.67 | 3.50 | 7.00 | 0.00 | 7.77 | 0.60 | 0.48 | 12.63 | 14.80 | 1.72 | 7.99 | 3.66 | 5.65 | 2.18 |
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 |
|---|---|---|---|---|
| BGEVX (BAILLIE GIFFORD EAFE FUND CLASS 5) |
-13.90%
Jan 2021 - Jan 2024 |
-0.18%
Oct 2017 - Oct 2022 |
7.04%
May 2015 - May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGEVX (BAILLIE GIFFORD EAFE FUND CLASS 5) |
26.89%
Oct 2018 - Oct 2021 |
25.77%
Jan 2016 - Jan 2021 |
7.88%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart