Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BPEKX (BAILLIE GIFFORD POSITIVE CHANGE EQUITY FUND CLASS K) | NA | -36.18% | 16.92% | NA | NA | NA | NA | … | … |
Data as of 10/04/2022, Common starting date is 12/19/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BPEKX (BAILLIE GIFFORD POSITIVE CHANGE EQUITY FUND CLASS K) | 12/19/2017 | 10/04/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -36.18 | 16.92 | NA | NA | NA | NA | … | … | -36.15 | 0.50 | 88.43 | 30.53 | -0.59 | 0.69 |
| Sharpe Ratio | NA | -1.26 | 0.56 | NA | NA | NA | NA | … | … | -1.38 | 0.02 | 2.75 | 1.84 | -0.10 | 3.57 |
| Standard Deviation(%) | NA | 30.35 | 28.00 | NA | NA | NA | NA | … | … | 33.13 | 22.79 | 31.89 | 15.81 | 19.85 | 7.65 |
| Draw Down(%) | NA | 45.11 | 47.23 | NA | NA | NA | NA | … | … | 38.62 | 21.68 | 28.64 | 9.11 | 22.46 | 0.59 |
| Yield(%) | 0.00 | 9.03 | 10.17 | 6.72 | 3.36 | 2.24 | 1.68 | … | … | 1.41 | 8.59 | 7.00 | 0.54 | 0.00 | 0.00 |
Data as of 10/04/2022, 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 |
|---|---|---|---|---|
| BPEKX (BAILLIE GIFFORD POSITIVE CHANGE EQUITY FUND CLASS K) |
15.34%
Jun 2019 – Jun 2022 |
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 |
|---|---|---|---|---|
| BPEKX (BAILLIE GIFFORD POSITIVE CHANGE EQUITY FUND CLASS K) |
40.94%
Oct 2018 – Oct 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart