Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGSSX (BAILLIE GIFFORD GLOBAL SELECT EQUITY FUND INSTITUTIONAL CLASS) | NA | 6.38% | 1.02% | 4.74% | NA | NA | NA | … | … |
Data as of 05/25/2023, Common starting date is 12/19/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGSSX (BAILLIE GIFFORD GLOBAL SELECT EQUITY FUND INSTITUTIONAL CLASS) | 12/19/2017 | 05/25/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.38 | 1.02 | 4.74 | NA | NA | NA | … | … | 9.01 | -39.94 | -8.55 | 75.39 | 29.37 | -9.42 | 0.50 |
| Sharpe Ratio | NA | 0.11 | 0.01 | 0.13 | NA | NA | NA | … | … | 1.16 | -1.09 | -0.37 | 2.29 | 1.45 | -0.54 | 4.62 |
| Standard Deviation(%) | NA | 29.47 | 27.74 | 27.35 | NA | NA | NA | … | … | 16.71 | 38.14 | 23.06 | 32.64 | 19.27 | 20.04 | 4.01 |
| Draw Down(%) | NA | 23.18 | 54.18 | 54.18 | NA | NA | NA | … | … | 12.05 | 47.07 | 21.68 | 30.97 | 12.98 | 24.80 | 0.39 |
| Yield(%) | 0.00 | 4.20 | 7.46 | 5.79 | 3.14 | 2.09 | 1.57 | … | … | 0.08 | 2.56 | 8.84 | 6.16 | 1.55 | 0.99 | 0.00 |
Data as of 05/25/2023, Common starting date is 12/19/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGSSX (BAILLIE GIFFORD GLOBAL SELECT EQUITY FUND INSTITUTIONAL CLASS) |
1.84%
Oct 2019 – Oct 2022 |
5.13%
Feb 2018 – Feb 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGSSX (BAILLIE GIFFORD GLOBAL SELECT EQUITY FUND INSTITUTIONAL CLASS) |
31.83%
Dec 2018 – Dec 2021 |
5.58%
Apr 2018 – Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart