Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGCBX (Baillie Gifford China Equities Fund Institutional Class) | -3.62% | 14.69% | 9.66% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/07/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGCBX (Baillie Gifford China Equities Fund Institutional Class) | 07/07/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.77 | 14.69 | 9.66 | NA | NA | NA | NA | … | … | -3.62 | 36.51 | 9.74 | -17.99 | -28.56 | -17.30 |
| Sharpe Ratio | NA | 0.66 | 0.27 | NA | NA | NA | NA | … | … | -0.57 | 1.45 | 0.22 | -0.99 | -0.84 | -1.17 |
| Standard Deviation(%) | NA | 18.34 | 23.66 | NA | NA | NA | NA | … | … | 18.91 | 23.25 | 27.34 | 21.99 | 35.85 | 27.47 |
| Draw Down(%) | NA | 13.48 | 28.54 | NA | NA | NA | NA | … | … | 13.20 | 21.08 | 20.19 | 33.43 | 45.03 | 20.22 |
| Yield(%) | 0.00 | 1.08 | 1.50 | 0.55 | 0.28 | 0.18 | 0.14 | … | … | 0.00 | 1.25 | 2.23 | 1.18 | 0.47 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/07/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGCBX (Baillie Gifford China Equities Fund Institutional Class) |
-19.75%
Aug 2021 – Aug 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 |
|---|---|---|---|---|
| BGCBX (Baillie Gifford China Equities Fund Institutional Class) |
17.44%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart