Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGBIX (Baillie Gifford Multi Asset Fund Institutional Class) | NA | 12.89% | 9.28% | NA | NA | NA | NA | … | … |
Data as of 11/11/2022, Common starting date is 12/04/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGBIX (Baillie Gifford Multi Asset Fund Institutional Class) | 12/04/2018 | 11/11/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.89 | 9.28 | NA | NA | NA | NA | … | … | 12.67 | 0.45 | 5.86 | 7.66 | -1.80 |
| Sharpe Ratio | NA | 0.45 | 0.52 | NA | NA | NA | NA | … | … | 0.51 | 0.05 | 0.46 | 0.51 | -4.70 |
| Standard Deviation(%) | NA | 26.18 | 16.99 | NA | NA | NA | NA | … | … | 26.71 | 8.33 | 12.19 | 12.17 | 5.12 |
| Draw Down(%) | NA | 18.89 | 18.89 | NA | NA | NA | NA | … | … | 14.44 | 5.94 | 18.76 | 12.46 | 2.30 |
| Yield(%) | 0.00 | 20.06 | 9.53 | 6.32 | 3.16 | 2.11 | 1.58 | … | … | 14.97 | 6.23 | 0.47 | 7.29 | 0.00 |
Data as of 11/11/2022, Common starting date is 12/04/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGBIX (Baillie Gifford Multi Asset Fund Institutional Class) |
0.72%
Jun 2019 – Jun 2022 |
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 |
|---|---|---|---|---|
| BGBIX (Baillie Gifford Multi Asset Fund Institutional Class) |
9.88%
Aug 2019 – Aug 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart