Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BGHDX (Baillie Gifford Health Innovation Equities Fund - Class K) | 0.00% | -2.88% | -11.11% | NA | NA | NA | NA | -16.94% |
Data as of 04/02/2025, AR inception is 12/28/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGHDX (Baillie Gifford Health Innovation Equities Fund - Class K) | 12/28/2021 | 04/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.88 | -11.11 | NA | NA | NA | NA | -16.94 | 0.00 | -3.70 | -11.72 | -32.46 | -0.20 |
| Sharpe Ratio | NA | -0.51 | -0.59 | NA | NA | NA | NA | -0.72 | 0.00 | -0.50 | -0.73 | -0.86 | -0.62 |
| Standard Deviation(%) | NA | 18.34 | 25.49 | NA | NA | NA | NA | 27.54 | NA | 20.79 | 21.93 | 39.51 | 24.99 |
| Draw Down(%) | NA | 11.79 | 39.33 | NA | NA | NA | NA | 50.55 | 0.00 | 11.79 | 33.29 | 44.00 | 1.50 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 |
Data as of 04/02/2025, 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 |
|---|---|---|---|---|
| BGHDX (Baillie Gifford Health Innovation Equities Fund - Class K) |
-10.30%
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 |
|---|---|---|---|---|
| BGHDX (Baillie Gifford Health Innovation Equities Fund - Class K) |
-9.26%
Feb 2022 - Feb 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart