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Baillie Gifford U.S. Equity Growth Fund (BGGSX)

Mutual Fund · Currency in USD · Last updated Mar 22, 2023

The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks and other equity securities of companies whose principal activities are in the U.S. It invests in equity securities either directly or indirectly, such as through depositary receipts, and may invest in preferred stocks, convertible securities and warrants. The fund typically invests primarily in issuers with a market capitalization of more than $1.5 billion at the time of purchase and may participate in initial public offerings ("IPOs"). It is non-diversified.

Share Price Chart

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The chart shows the growth of $10,000 invested in Baillie Gifford U.S. Equity Growth Fund in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $18,462 for a total return of roughly 84.62%. All prices are adjusted for splits and dividends.

BGGSX (Baillie Gifford U.S. Equity Growth Fund)
Benchmark (^GSPC)

S&P 500

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Baillie Gifford U.S. Equity Growth Fund had a return of 13.25% year-to-date (YTD) and -26.32% in the last 12 months. Over the past 10 years, Baillie Gifford U.S. Equity Growth Fund had an annualized return of 10.99%, outperforming the S&P 500 benchmark which had an annualized return of 9.18%.

1 month-5.30%-1.87%
6 months5.00%2.64%
1 year-26.32%-10.31%
5 years (annualized)6.43%8.11%
10 years (annualized)10.99%9.18%

Monthly Returns Heatmap


Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Baillie Gifford U.S. Equity Growth Fund Sharpe ratio is -0.52. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.

BGGSX (Baillie Gifford U.S. Equity Growth Fund)
Benchmark (^GSPC)

Dividend History

Baillie Gifford U.S. Equity Growth Fund granted a 14.46% dividend yield in the last twelve months. The annual payout for that period amounted to $2.28 per share.


Dividend yield


Monthly Dividends

The table displays the monthly dividend distributions for Baillie Gifford U.S. Equity Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.

BGGSX (Baillie Gifford U.S. Equity Growth Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the Baillie Gifford U.S. Equity Growth Fund. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Baillie Gifford U.S. Equity Growth Fund is 66.36%, recorded on Jun 16, 2022. The portfolio has not recovered from it yet.



To Bottom


To Recover



-66.36%Feb 16, 2021338Jun 16, 2022
-33.69%Feb 20, 202020Mar 18, 202033May 5, 202053
-28.64%Sep 5, 201877Dec 24, 2018251Dec 23, 2019328
-14.7%Sep 2, 20204Sep 8, 202023Oct 9, 202027
-12.03%Oct 14, 202013Oct 30, 202016Nov 23, 202029
-10.9%Mar 13, 201814Apr 2, 201827May 9, 201841
-7.21%Jul 26, 20183Jul 30, 201820Aug 27, 201823
-6.98%Dec 23, 20207Jan 4, 20214Jan 8, 202111
-6.28%Jan 30, 20188Feb 8, 20185Feb 15, 201813
-6.13%Aug 7, 20203Aug 11, 20204Aug 17, 20207

Volatility Chart

Current Baillie Gifford U.S. Equity Growth Fund volatility is 38.06%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.

BGGSX (Baillie Gifford U.S. Equity Growth Fund)
Benchmark (^GSPC)