Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGATX (BAILLIE GIFFORD GLOBAL ALPHA EQUITY FUND CLASS 2) | 0.37% | 10.13% | 11.97% | 2.05% | 10.56% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGATX (BAILLIE GIFFORD GLOBAL ALPHA EQUITY FUND CLASS 2) | 04/30/2015 | 06/05/2026 |
| 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 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.45 | 10.13 | 11.97 | 2.05 | 10.56 | NA | NA | … | … | 0.37 | 17.26 | 10.78 | 19.65 | -28.76 | 7.59 | 36.43 | 32.55 | -9.40 | 34.52 | 4.94 | -3.03 |
| Sharpe Ratio | NA | 0.48 | 0.49 | -0.02 | 0.38 | NA | NA | … | … | -0.09 | 0.71 | 0.47 | 0.98 | -0.99 | 0.43 | 1.10 | 1.80 | -0.26 | 3.86 | 0.27 | -0.29 |
| Standard Deviation(%) | NA | 15.72 | 17.60 | 20.71 | 23.64 | NA | NA | … | … | 18.38 | 20.31 | 15.34 | 16.53 | 30.71 | 17.69 | 32.81 | 17.24 | 40.88 | 8.82 | 17.60 | 15.56 |
| Draw Down(%) | NA | 14.95 | 20.78 | 41.51 | 41.51 | NA | NA | … | … | 14.25 | 20.78 | 8.75 | 16.76 | 37.31 | 10.56 | 33.20 | 7.36 | 22.63 | 3.20 | 15.90 | 14.02 |
| Yield(%) | 0.00 | 32.78 | 16.55 | 9.65 | 12.69 | 8.28 | 6.21 | … | … | 0.00 | 34.94 | 10.42 | 1.30 | 2.40 | 14.65 | 7.49 | 7.23 | 20.38 | 4.67 | 0.95 | 1.95 |
Data as of 06/05/2026, Common starting date is 04/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGATX (BAILLIE GIFFORD GLOBAL ALPHA EQUITY FUND CLASS 2) |
-4.20%
Apr 2021 – Apr 2024 |
1.26%
Mar 2021 – Mar 2026 |
8.99%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGATX (BAILLIE GIFFORD GLOBAL ALPHA EQUITY FUND CLASS 2) |
25.36%
Oct 2018 – Oct 2021 |
22.11%
Feb 2016 – Feb 2021 |
11.79%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart