Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGLFX (BAILLIE GIFFORD THE LONG TERM GLOBAL GROWTH EQUITY FUND CLASS 4) | NA | 9.49% | -9.75% | 5.35% | NA | NA | NA | … | … |
Data as of 12/05/2023, Common starting date is 10/09/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGLFX (BAILLIE GIFFORD THE LONG TERM GLOBAL GROWTH EQUITY FUND CLASS 4) | 10/09/2015 | 12/05/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.49 | -9.75 | 5.35 | NA | NA | NA | … | … | 16.98 | -37.17 | 0.00 | 53.26 | 15.19 | 5.40 | 54.24 | -3.74 | 10.21 |
| Sharpe Ratio | NA | 0.23 | -0.42 | 0.15 | NA | NA | NA | … | … | 0.63 | -0.83 | -1,329.34 | 1.85 | 0.69 | 0.30 | 4.21 | -0.20 | 3.17 |
| Standard Deviation(%) | NA | 22.98 | 27.67 | 26.48 | NA | NA | NA | … | … | 22.30 | 46.73 | 0.00 | 28.54 | 20.11 | 13.42 | 12.81 | 19.80 | 16.89 |
| Draw Down(%) | NA | 15.70 | 41.10 | 42.89 | NA | NA | NA | … | … | 15.70 | 41.10 | 0.00 | 28.65 | 12.98 | 11.21 | 6.20 | 21.73 | 5.40 |
| Yield(%) | 0.00 | 2.99 | 0.67 | 0.74 | 0.75 | 0.50 | 0.38 | … | … | 0.00 | 2.01 | 0.00 | 0.00 | 0.14 | 0.00 | 0.00 | 0.52 | 0.66 |
Data as of 12/05/2023, Common starting date is 10/09/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGLFX (BAILLIE GIFFORD THE LONG TERM GLOBAL GROWTH EQUITY FUND CLASS 4) |
-9.75%
Oct 2020 – Oct 2023 |
3.40%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGLFX (BAILLIE GIFFORD THE LONG TERM GLOBAL GROWTH EQUITY FUND CLASS 4) |
27.68%
Jul 2017 – Jul 2020 |
26.19%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart