Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGEPX (BAILLIE GIFFORD EMERGING MARKETS FUND CLASS 4) | 21.13% | 51.45% | 23.42% | 5.22% | 10.34% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGEPX (BAILLIE GIFFORD EMERGING MARKETS FUND CLASS 4) | 11/05/2015 | 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 (%) | -5.56 | 51.45 | 23.42 | 5.22 | 10.34 | NA | NA | … | … | 21.13 | 40.84 | 6.04 | 12.74 | -26.43 | -9.01 | 70.09 | 0.00 | 0.00 | 0.00 | 12.05 | -3.65 |
| Sharpe Ratio | NA | 2.15 | 1.01 | 0.12 | 0.40 | NA | NA | … | … | 1.79 | 1.92 | 0.15 | 0.55 | -0.98 | -0.44 | 1.53 | 0.00 | 0.00 | 0.00 | 0.74 | -1.49 |
| Standard Deviation(%) | NA | 22.69 | 20.02 | 21.63 | 21.77 | NA | NA | … | … | 30.08 | 19.85 | 15.95 | 16.68 | 28.44 | 20.62 | 45.40 | NA | NA | NA | 16.02 | 14.73 |
| Draw Down(%) | NA | 14.92 | 19.71 | 45.86 | 50.51 | NA | NA | … | … | 14.92 | 16.98 | 11.74 | 14.31 | 39.16 | 24.72 | 37.33 | 0.00 | 0.00 | 0.00 | 16.02 | 6.16 |
| Yield(%) | 0.00 | 2.11 | 3.39 | 2.41 | 2.72 | 1.72 | 1.29 | … | … | 0.00 | 2.37 | 3.72 | 4.41 | 3.76 | 2.56 | 2.21 | 0.00 | 0.00 | 0.00 | 0.00 | 0.42 |
Data as of 06/05/2026, Common starting date is 11/05/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGEPX (BAILLIE GIFFORD EMERGING MARKETS FUND CLASS 4) |
-10.04%
Feb 2021 – Feb 2024 |
-0.16%
Oct 2017 – Oct 2022 |
9.08%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGEPX (BAILLIE GIFFORD EMERGING MARKETS FUND CLASS 4) |
25.79%
May 2023 – May 2026 |
17.78%
Feb 2016 – Feb 2021 |
11.10%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart