Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BGLTX (BAILLIE GIFFORD THE LONG TERM GLOBAL GROWTH EQUITY FUND CLASS 2) | 12.70% | 23.28% | 21.26% | 8.05% | 15.75% | NA | NA | 16.00% |
Data as of 07/02/2025, AR inception is 04/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGLTX (BAILLIE GIFFORD THE LONG TERM GLOBAL GROWTH EQUITY FUND CLASS 2) | 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 (%) | 0.67 | 23.28 | 21.26 | 8.05 | 15.75 | NA | NA | 16.00 | 12.70 | 25.03 | 36.61 | -48.09 | -2.56 | 85.93 | 33.53 | -1.41 | 54.04 | -3.79 | 5.27 |
| Sharpe Ratio | NA | 0.75 | 0.64 | 0.25 | 0.50 | NA | NA | 0.51 | 0.85 | 0.85 | 1.39 | -1.06 | -0.09 | 2.45 | 1.42 | -0.11 | 4.20 | -0.20 | 0.23 |
| Standard Deviation(%) | NA | 28.23 | 27.53 | 30.99 | 28.50 | NA | NA | 28.30 | 32.03 | 21.71 | 23.51 | 46.77 | 27.33 | 34.74 | 22.60 | 25.97 | 12.78 | 19.76 | 34.99 |
| Draw Down(%) | NA | 27.28 | 27.28 | 56.56 | 56.56 | NA | NA | 56.56 | 27.28 | 14.12 | 19.84 | 49.91 | 21.18 | 28.69 | 13.00 | 25.76 | 6.21 | 21.68 | 27.54 |
| Yield(%) | 0.00 | 0.00 | 1.14 | 3.91 | 6.66 | 4.54 | 3.40 | 6.81 | 0.00 | 0.00 | 0.00 | 2.00 | 5.04 | 15.26 | 0.19 | 8.78 | 0.00 | 0.60 | 1.09 |
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 |
|---|---|---|---|---|
| BGLTX (BAILLIE GIFFORD THE LONG TERM GLOBAL GROWTH EQUITY FUND CLASS 2) |
-11.09%
Jan 2021 - Jan 2024 |
7.89%
Sep 2018 - Sep 2023 |
15.33%
May 2015 - May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGLTX (BAILLIE GIFFORD THE LONG TERM GLOBAL GROWTH EQUITY FUND CLASS 2) |
43.87%
Oct 2018 - Oct 2021 |
36.61%
Feb 2016 - Feb 2021 |
15.94%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart