Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BPESX (BAILLIE GIFFORD POSITIVE CHANGE EQUITY FUND INSTITUTIONAL CLASS) | NA | -0.91% | 13.14% | 13.76% | NA | NA | NA | 14.87% |
Data as of 05/01/2023, AR inception is 12/19/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BPESX (BAILLIE GIFFORD POSITIVE CHANGE EQUITY FUND INSTITUTIONAL CLASS) | 12/19/2017 | 05/01/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.47 | -0.91 | 13.14 | 13.76 | NA | NA | NA | 14.87 | 7.00 | -31.75 | 0.42 | 88.28 | 30.49 | -0.59 | 0.69 |
| Sharpe Ratio | NA | -0.18 | 0.46 | 0.49 | NA | NA | NA | 0.50 | 0.92 | -0.99 | 0.02 | 2.74 | 1.84 | -0.10 | 3.57 |
| Standard Deviation(%) | NA | 28.64 | 26.26 | 25.60 | NA | NA | NA | 25.14 | 19.65 | 33.54 | 22.85 | 31.98 | 15.80 | 19.85 | 7.65 |
| Draw Down(%) | NA | 22.75 | 48.70 | 48.70 | NA | NA | NA | 48.70 | 10.29 | 41.56 | 21.74 | 28.66 | 9.11 | 22.46 | 0.59 |
| Yield(%) | 0.00 | 1.89 | 8.01 | 6.40 | 3.36 | 2.24 | 1.68 | 6.71 | 0.00 | 1.41 | 8.60 | 7.00 | 0.50 | 0.00 | 0.00 |
Data as of 05/01/2023, AR inception is 12/19/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPESX (BAILLIE GIFFORD POSITIVE CHANGE EQUITY FUND INSTITUTIONAL CLASS) |
12.48%
Apr 2020 - Apr 2023 |
12.86%
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 |
|---|---|---|---|---|
| BPESX (BAILLIE GIFFORD POSITIVE CHANGE EQUITY FUND INSTITUTIONAL CLASS) |
40.88%
Oct 2018 - Oct 2021 |
13.82%
Mar 2018 - Mar 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart