Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BGEZX (Baillie Gifford Emerging Markets Ex China Fund - Class K) | 18.09% | 11.17% | 18.26% | NA | NA | NA | NA | 5.20% |
Data as of 07/01/2025, AR inception is 12/28/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGEZX (Baillie Gifford Emerging Markets Ex China Fund - Class K) | 12/28/2021 | 07/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.94 | 11.17 | 18.26 | NA | NA | NA | NA | 5.20 | 18.09 | 3.25 | 23.88 | -25.10 | 0.20 |
| Sharpe Ratio | NA | 0.37 | 0.73 | NA | NA | NA | NA | 0.08 | 1.55 | -0.21 | 1.39 | -1.02 | 7.53 |
| Standard Deviation(%) | NA | 21.44 | 18.24 | NA | NA | NA | NA | 20.18 | 25.16 | 15.74 | 14.23 | 26.02 | 2.43 |
| Draw Down(%) | NA | 20.52 | 20.52 | NA | NA | NA | NA | 35.19 | 17.25 | 12.49 | 12.24 | 35.19 | 0.10 |
| Yield(%) | 0.00 | 2.51 | 3.97 | 1.68 | 0.84 | 0.56 | 0.42 | 2.79 | 0.00 | 2.86 | 3.33 | 3.52 | 0.00 |
Data as of 07/01/2025, AR inception is 12/28/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGEZX (Baillie Gifford Emerging Markets Ex China Fund - Class K) |
1.07%
Jan 2022 - Jan 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGEZX (Baillie Gifford Emerging Markets Ex China Fund - Class K) |
17.76%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart