Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGEVX (BAILLIE GIFFORD EAFE FUND CLASS 5) | -0.29% | 3.41% | 9.01% | -3.18% | 9.12% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGEVX (BAILLIE GIFFORD EAFE FUND CLASS 5) | 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 (%) | -3.65 | 3.41 | 9.01 | -3.18 | 9.12 | NA | NA | … | … | -0.29 | 17.40 | 7.95 | 14.49 | -34.33 | -9.30 | 63.45 | 37.56 | -17.21 | 46.28 | 1.57 | -12.41 |
| Sharpe Ratio | NA | 0.04 | 0.27 | -0.22 | 0.32 | NA | NA | … | … | -0.13 | 0.64 | 0.23 | 0.55 | -0.94 | -0.44 | 2.00 | 1.82 | -0.92 | 4.27 | 0.07 | -0.99 |
| Standard Deviation(%) | NA | 20.46 | 21.12 | 25.16 | 23.50 | NA | NA | … | … | 24.79 | 22.80 | 18.46 | 20.00 | 38.18 | 21.18 | 31.38 | 19.78 | 20.36 | 10.73 | 19.03 | 18.07 |
| Draw Down(%) | NA | 15.68 | 22.61 | 52.09 | 54.95 | NA | NA | … | … | 15.68 | 22.61 | 9.91 | 20.99 | 44.42 | 22.92 | 27.40 | 10.11 | 28.54 | 5.00 | 17.23 | 22.18 |
| Yield(%) | 0.00 | 5.48 | 4.88 | 4.22 | 8.72 | 5.09 | 3.82 | … | … | 0.00 | 6.19 | 7.77 | 0.60 | 0.48 | 12.63 | 14.80 | 1.72 | 7.99 | 3.66 | 5.65 | 2.18 |
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 |
|---|---|---|---|---|
| BGEVX (BAILLIE GIFFORD EAFE FUND CLASS 5) |
-13.90%
Jan 2021 – Jan 2024 |
-3.65%
Mar 2021 – Mar 2026 |
7.04%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGEVX (BAILLIE GIFFORD EAFE FUND CLASS 5) |
26.89%
Oct 2018 – Oct 2021 |
25.77%
Jan 2016 – Jan 2021 |
10.57%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart