Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BGIUX (BAILLIE GIFFORD INTERNATIONAL EQUITY FUND CLASS 4) | 18.02% | 17.17% | 12.80% | 4.21% | 5.96% | NA | NA | 5.68% |
Data as of 07/22/2025, AR inception is 04/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGIUX (BAILLIE GIFFORD INTERNATIONAL EQUITY FUND CLASS 4) | 04/30/2015 | 07/22/2025 |
| 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 (%) | 1.10 | 17.17 | 12.80 | 4.21 | 5.96 | NA | NA | 5.68 | 18.02 | 5.10 | 18.87 | -28.61 | -0.59 | 25.79 | 32.32 | -16.49 | 31.96 | 0.00 | -9.44 |
| Sharpe Ratio | NA | 0.78 | 0.60 | 0.14 | 0.23 | NA | NA | 0.22 | 1.70 | 0.10 | 0.97 | -1.06 | -0.04 | 0.86 | 1.77 | -1.14 | 1.84 | 0.00 | -0.90 |
| Standard Deviation(%) | NA | 17.32 | 18.07 | 18.95 | 18.78 | NA | NA | 18.71 | 18.85 | 14.08 | 15.78 | 28.41 | 15.62 | 29.66 | 17.41 | 15.72 | 17.09 | NA | 15.22 |
| Draw Down(%) | NA | 13.85 | 20.91 | 44.67 | 44.67 | NA | NA | 44.67 | 13.85 | 9.09 | 18.05 | 39.50 | 12.64 | 32.27 | 7.24 | 25.33 | 2.71 | 0.00 | 17.69 |
| Yield(%) | 0.00 | 3.99 | 2.65 | 3.28 | 3.87 | 2.51 | 1.88 | 3.76 | 0.00 | 4.31 | 1.53 | 1.26 | 7.21 | 1.97 | 6.25 | 7.25 | 4.62 | 0.00 | 0.11 |
Data as of 07/22/2025, 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 |
|---|---|---|---|---|
| BGIUX (BAILLIE GIFFORD INTERNATIONAL EQUITY FUND CLASS 4) |
-6.71%
Apr 2021 - Apr 2024 |
-2.01%
Sep 2017 - Sep 2022 |
5.57%
May 2015 - May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGIUX (BAILLIE GIFFORD INTERNATIONAL EQUITY FUND CLASS 4) |
18.28%
Dec 2018 - Dec 2021 |
14.32%
Aug 2016 - Aug 2021 |
6.04%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart