Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BGUIX (Baillie Gifford US Discovery Fund Institutional Class) | NA | 10.85% | -11.96% | NA | NA | NA | NA | -14.14% |
Data as of 12/19/2024, AR inception is 05/13/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGUIX (Baillie Gifford US Discovery Fund Institutional Class) | 05/13/2021 | 12/19/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.85 | -11.96 | NA | NA | NA | NA | -14.14 | 10.00 | 10.87 | -45.72 | -4.41 |
| Sharpe Ratio | NA | 0.30 | -0.45 | NA | NA | NA | NA | -0.43 | 0.28 | 0.27 | -1.01 | -0.24 |
| Standard Deviation(%) | NA | 24.29 | 33.99 | NA | NA | NA | NA | 33.11 | 24.14 | 26.48 | 46.68 | 28.28 |
| Draw Down(%) | NA | 11.80 | 56.18 | NA | NA | NA | NA | 65.46 | 11.80 | 32.58 | 50.74 | 26.54 |
| Yield(%) | 0.00 | 0.00 | 0.07 | 0.04 | 0.02 | 0.01 | 0.01 | 0.07 | 0.00 | 0.00 | 0.00 | 0.21 |
Data as of 12/19/2024, AR inception is 05/13/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGUIX (Baillie Gifford US Discovery Fund Institutional Class) |
-21.08%
Jun 2021 - Jun 2024 |
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 |
|---|---|---|---|---|
| BGUIX (Baillie Gifford US Discovery Fund Institutional Class) |
-12.16%
Nov 2021 - Nov 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart