Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGALX (BAILLIE GIFFORD GLOBAL ALPHA EQUITY FUND CLASS 4) | NA | -5.82% | 11.29% | 3.41% | NA | NA | NA | … | … |
Data as of 09/23/2025, Common starting date is 08/17/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGALX (BAILLIE GIFFORD GLOBAL ALPHA EQUITY FUND CLASS 4) | 08/17/2017 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -5.82 | 11.29 | 3.41 | NA | NA | NA | … | … | -4.26 | 10.90 | 19.73 | -29.03 | 7.70 | 36.58 | 25.74 | -29.57 | 7.17 |
| Sharpe Ratio | NA | -0.47 | 0.43 | 0.06 | NA | NA | NA | … | … | -0.45 | 0.47 | 0.98 | -1.00 | 0.43 | 1.10 | 1.34 | -1.03 | 2.05 |
| Standard Deviation(%) | NA | 18.69 | 18.19 | 20.57 | NA | NA | NA | … | … | 19.64 | 15.35 | 16.47 | 30.68 | 17.71 | 32.76 | 18.08 | 30.29 | 9.66 |
| Draw Down(%) | NA | 20.80 | 20.80 | 41.46 | NA | NA | NA | … | … | 20.80 | 8.75 | 16.73 | 37.27 | 10.57 | 33.15 | 7.30 | 36.45 | 4.25 |
| Yield(%) | 0.00 | 8.72 | 5.50 | 6.85 | 3.65 | 2.43 | 1.82 | … | … | 0.00 | 9.99 | 1.17 | 1.94 | 14.04 | 7.25 | 0.00 | 0.00 | 0.00 |
Data as of 09/23/2025, Common starting date is 08/17/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGALX (BAILLIE GIFFORD GLOBAL ALPHA EQUITY FUND CLASS 4) |
-4.26%
Apr 2021 – Apr 2024 |
-3.26%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGALX (BAILLIE GIFFORD GLOBAL ALPHA EQUITY FUND CLASS 4) |
22.75%
Dec 2018 – Dec 2021 |
10.45%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart