Baillie Gifford US Discovery Instl (BGUIX)

5.63 +0.30 (+5.63%) USD  |  Aug 10 2022

BGUIX Historical Sortino (All)

Historical Sortino (All) Chart

View Historical Sortino (All) for BGUIX.
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Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00

Historical Historical Sortino (All) Data

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Date Value
July 31, 2022 --
June 30, 2022 --
Date Value
May 31, 2022 --

Sortino Ratio Definition

The Sortino Ratio is named after Frank Sortino, who is widely recognized for his use of downside risk.

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Historical Sortino (All) Range, Past 5 Years

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Minimum
Jun 2022
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Maximum
Jul 2022
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Average
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Median
May 2022

Historical Sortino (All) Benchmarks

PACE Small/Medium Co Growth Equity Y Upgrade
Aperture Discover Equity X Upgrade
Conestoga Micro Cap Institutional --
Royce Smaller-Companies Growth Instl Upgrade
Allspring Emerging Growth Inst Upgrade

Historical Sortino (All) Related Metrics

Annualized Standard Deviation of Monthly Returns (All) Upgrade
Historical Sharpe Ratio (All) Upgrade
Max Drawdown (All) Upgrade
Monthly Value at Risk (VaR) 5% (All) Upgrade