Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGEUX (BAILLIE GIFFORD EAFE FUND CLASS 3) | 0.65% | 14.33% | 7.26% | -4.13% | 8.54% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 04/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGEUX (BAILLIE GIFFORD EAFE FUND CLASS 3) | 04/30/2015 | 06/09/2026 |
| 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 (%) | -3.66 | 14.33 | 7.26 | -4.13 | 8.54 | NA | NA | … | … | 0.65 | 10.43 | 7.86 | 14.35 | -34.36 | -9.39 | 63.37 | 37.47 | -17.28 | 46.22 | 1.37 | -12.43 |
| Sharpe Ratio | NA | 0.39 | 0.15 | -0.26 | 0.28 | NA | NA | … | … | -0.13 | 0.27 | 0.23 | 0.54 | -0.94 | -0.45 | 2.01 | 1.82 | -0.92 | 4.30 | 0.06 | -0.99 |
| Standard Deviation(%) | NA | 27.18 | 23.19 | 26.23 | 24.05 | NA | NA | … | … | 24.81 | 28.21 | 18.49 | 19.97 | 38.20 | 21.15 | 31.17 | 19.75 | 20.36 | 10.64 | 19.05 | 18.10 |
| Draw Down(%) | NA | 19.58 | 22.63 | 52.13 | 55.00 | NA | NA | … | … | 15.72 | 22.63 | 9.94 | 20.99 | 44.44 | 22.97 | 27.36 | 10.14 | 28.56 | 4.95 | 17.36 | 22.23 |
| Yield(%) | 0.00 | 0.00 | 2.74 | 3.50 | 7.94 | 4.62 | 3.46 | … | … | 0.00 | 0.00 | 7.76 | 0.51 | 0.42 | 12.54 | 14.79 | 1.62 | 7.93 | 3.57 | 5.56 | 2.11 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| BGEUX (BAILLIE GIFFORD EAFE FUND CLASS 3) |
-13.95%
Jan 2021 – Jan 2024 |
-4.87%
Mar 2021 – Mar 2026 |
5.56%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGEUX (BAILLIE GIFFORD EAFE FUND CLASS 3) |
26.78%
Oct 2018 – Oct 2021 |
25.65%
Jan 2016 – Jan 2021 |
9.93%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart