Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BCAKX (Baillie Gifford China A Shares Fund Class K) NA -1.07% -21.84% NA NA NA NA
Data as of 12/04/2024, Common starting date is 12/20/2019
More Performance Analytics Comparison
Name Start Date End Date
BCAKX (Baillie Gifford China A Shares Fund Class K) 12/20/2019 12/04/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019
Annualized Return (%) 0.00 -1.07 -21.84 NA NA NA NA 0.88 -23.62 -31.35 -12.78 90.86 2.90
Sharpe Ratio NA -0.28 -1.02 NA NA NA NA -0.21 -1.55 -1.22 -0.42 3.02 13.07
Standard Deviation(%) NA 27.54 25.46 NA NA NA NA 28.00 18.11 27.00 30.48 29.85 17.70
Draw Down(%) NA 25.74 65.47 NA NA NA NA 24.28 35.94 36.52 27.15 18.80 1.20
Yield(%) 0.00 0.46 0.07 0.08 0.04 0.03 0.02 0.46 0.02 0.00 0.00 0.00 0.00
Data as of 12/04/2024, Common starting date is 12/20/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BCAKX (Baillie Gifford China A Shares Fund Class K) -29.53%
Jun 2021 – Jun 2024
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
BCAKX (Baillie Gifford China A Shares Fund Class K) 8.52%
Jan 2020 – Jan 2023
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return