Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTLKX (BAILLIE GIFFORD INTERNATIONAL CONCENTRATED GROWTH FUND CLASS K) | 192.07% | 189.48% | 59.52% | 22.89% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/19/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTLKX (BAILLIE GIFFORD INTERNATIONAL CONCENTRATED GROWTH FUND CLASS K) | 12/19/2017 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 189.48 | 59.52 | 22.89 | NA | NA | NA | … | … | 192.07 | 17.34 | 18.55 | 14.92 | -39.61 | 0.75 | 100.33 | 45.26 | -12.84 | -0.20 |
| Sharpe Ratio | NA | 1.74 | 0.85 | 0.36 | NA | NA | NA | … | … | 7.52 | 0.60 | 0.71 | 0.49 | -0.90 | 0.03 | 2.91 | 1.98 | -0.62 | -1.22 |
| Standard Deviation(%) | NA | 108.86 | 65.84 | 55.85 | NA | NA | NA | … | … | 169.55 | 24.41 | 21.01 | 23.14 | 45.56 | 25.29 | 34.26 | 22.11 | 22.94 | 6.55 |
| Draw Down(%) | NA | 21.63 | 25.25 | 56.51 | NA | NA | NA | … | … | 18.47 | 21.75 | 11.07 | 25.25 | 50.15 | 20.96 | 29.76 | 11.01 | 29.28 | 0.50 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 4.57 | 15.26 | 10.17 | 7.63 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 3.45 | 19.95 | 96.61 | 0.29 | 0.00 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| BTLKX (BAILLIE GIFFORD INTERNATIONAL CONCENTRATED GROWTH FUND CLASS K) |
-13.47%
Jan 2021 – Jan 2024 |
-2.42%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTLKX (BAILLIE GIFFORD INTERNATIONAL CONCENTRATED GROWTH FUND CLASS K) |
60.77%
May 2023 – May 2026 |
22.87%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart