Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTLSX (BAILLIE GIFFORD INTERNATIONAL CONCENTRATED GROWTH FUND INSTITUTIONAL CLASS) | -7.50% | -8.44% | 8.57% | -2.46% | 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 |
|---|---|---|
| BTLSX (BAILLIE GIFFORD INTERNATIONAL CONCENTRATED GROWTH FUND INSTITUTIONAL CLASS) | 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 | -8.44 | 8.57 | -2.46 | NA | NA | NA | … | … | -7.50 | 17.35 | 18.34 | 14.75 | -39.64 | 0.72 | 100.14 | 45.32 | -13.23 | -0.20 |
| Sharpe Ratio | NA | -0.51 | 0.23 | -0.17 | NA | NA | NA | … | … | -0.83 | 0.60 | 0.70 | 0.48 | -0.90 | 0.03 | 2.90 | 1.98 | -0.64 | -1.22 |
| Standard Deviation(%) | NA | 19.98 | 22.82 | 28.82 | NA | NA | NA | … | … | 23.89 | 24.39 | 20.94 | 23.23 | 45.67 | 25.35 | 34.26 | 22.10 | 22.90 | 6.55 |
| Draw Down(%) | NA | 21.66 | 25.32 | 56.56 | NA | NA | NA | … | … | 18.45 | 21.85 | 11.10 | 25.32 | 50.20 | 21.01 | 29.75 | 10.97 | 29.28 | 0.50 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 4.58 | 15.24 | 10.16 | 7.62 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 3.49 | 20.00 | 96.98 | 0.25 | 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 |
|---|---|---|---|---|
| BTLSX (BAILLIE GIFFORD INTERNATIONAL CONCENTRATED GROWTH FUND INSTITUTIONAL CLASS) |
-13.53%
Jan 2021 – Jan 2024 |
-2.51%
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 |
|---|---|---|---|---|
| BTLSX (BAILLIE GIFFORD INTERNATIONAL CONCENTRATED GROWTH FUND INSTITUTIONAL CLASS) |
43.28%
Oct 2018 – Oct 2021 |
15.62%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart