Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BTLKX (BAILLIE GIFFORD INTERNATIONAL CONCENTRATED GROWTH FUND CLASS K) | 20.34% | 22.58% | 19.00% | 7.17% | NA | NA | NA | 14.15% |
Data as of 07/15/2025, AR inception 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 | 07/15/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 22.58 | 19.00 | 7.17 | NA | NA | NA | 14.15 | 20.34 | 18.55 | 14.92 | -39.61 | 0.75 | 100.33 | 45.26 | -12.84 | -0.20 |
| Sharpe Ratio | NA | 0.69 | 0.58 | 0.15 | NA | NA | NA | 0.38 | 1.27 | 0.71 | 0.49 | -0.90 | 0.03 | 2.91 | 1.98 | -0.62 | -1.22 |
| Standard Deviation(%) | NA | 26.35 | 26.97 | 29.76 | NA | NA | NA | 28.98 | 29.29 | 21.01 | 23.14 | 45.56 | 25.29 | 34.26 | 22.11 | 22.94 | 6.55 |
| Draw Down(%) | NA | 21.75 | 28.22 | 56.87 | NA | NA | NA | 56.87 | 21.75 | 11.07 | 25.25 | 50.15 | 20.96 | 29.76 | 11.01 | 29.28 | 0.50 |
| Yield(%) | 0.00 | 0.00 | 1.97 | 17.09 | 15.26 | 10.17 | 7.63 | 21.80 | 0.00 | 0.00 | 0.00 | 3.45 | 19.95 | 96.61 | 0.29 | 0.00 | 0.00 |
Data as of 07/15/2025, 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 |
|---|---|---|---|---|
| BTLKX (BAILLIE GIFFORD INTERNATIONAL CONCENTRATED GROWTH FUND CLASS K) |
-13.47%
Jan 2021 - Jan 2024 |
7.68%
Sep 2018 - Sep 2023 |
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) |
43.55%
Oct 2018 - Oct 2021 |
15.71%
Sep 2019 - Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart