Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGHBX (Baillie Gifford Health Innovation Equities Fund – Institutional Class) | NA | -2.72% | -11.11% | NA | NA | NA | NA | … | … |
Data as of 04/02/2025, Common starting date is 12/28/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGHBX (Baillie Gifford Health Innovation Equities Fund – Institutional Class) | 12/28/2021 | 04/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.72 | -11.11 | NA | NA | NA | NA | … | … | 0.00 | -3.54 | -11.87 | -32.46 | -0.20 |
| Sharpe Ratio | NA | -0.50 | -0.59 | NA | NA | NA | NA | … | … | 0.00 | -0.49 | -0.74 | -0.86 | -0.62 |
| Standard Deviation(%) | NA | 18.27 | 25.51 | NA | NA | NA | NA | … | … | NA | 20.73 | 22.00 | 39.54 | 24.99 |
| Draw Down(%) | NA | 11.65 | 39.33 | NA | NA | NA | NA | … | … | 0.00 | 11.65 | 33.29 | 44.00 | 1.50 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 |
Data as of 04/02/2025, Common starting date is 12/28/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGHBX (Baillie Gifford Health Innovation Equities Fund – Institutional Class) |
-10.30%
Jan 2022 – Jan 2025 |
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 |
|---|---|---|---|---|
| BGHBX (Baillie Gifford Health Innovation Equities Fund – Institutional Class) |
-9.26%
Feb 2022 – Feb 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart