Baillie Gifford U.S. Equity Growth Fund (BGGSX)
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.
Fund Info
US0568232716
056823271
Apr 28, 2017
$0
Large-Cap
Growth
Expense Ratio
BGGSX has an expense ratio of 0.75%, placing it in the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Baillie Gifford U.S. Equity Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Baillie Gifford U.S. Equity Growth Fund (BGGSX) returned -3.40% year-to-date (YTD) and 21.62% over the past 12 months.
BGGSX
-3.40%
21.45%
-1.88%
21.62%
2.25%
N/A
^GSPC (Benchmark)
-3.70%
13.67%
-5.18%
9.18%
14.14%
10.43%
Monthly Returns
The table below presents the monthly returns of BGGSX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 9.34% | -6.43% | -11.61% | 2.76% | 3.95% | -3.40% | |||||||
| 2024 | -2.27% | 8.03% | 2.66% | -6.10% | 1.70% | 5.72% | -2.03% | 4.37% | 5.29% | 0.42% | 15.18% | -4.27% | 30.44% |
| 2023 | 17.71% | -4.65% | 4.62% | -5.64% | 12.09% | 7.88% | 6.66% | -6.45% | -7.75% | -8.76% | 19.77% | 8.28% | 45.93% |
| 2022 | -21.55% | -4.69% | -1.39% | -24.08% | -9.73% | -10.14% | 13.20% | -1.46% | -7.78% | 3.16% | 1.74% | -17.96% | -59.77% |
| 2021 | 7.74% | 1.14% | -8.90% | 6.28% | -3.76% | 12.85% | -1.84% | 0.16% | -6.83% | 6.49% | -4.63% | -18.58% | -13.22% |
| 2020 | 7.08% | -3.48% | -10.35% | 26.58% | 11.23% | 10.64% | 14.10% | 14.39% | -3.52% | -2.84% | 20.19% | 2.84% | 118.27% |
| 2019 | 10.91% | 7.99% | -1.23% | 3.45% | -5.69% | 9.09% | 0.67% | -0.72% | -9.23% | 3.43% | 8.19% | 0.37% | 28.29% |
| 2018 | 10.83% | 1.89% | -1.98% | 1.82% | 8.88% | 3.29% | -0.65% | 9.79% | -0.76% | -14.81% | 2.17% | -11.13% | 6.12% |
| 2017 | 2.50% | 2.27% | 1.64% | 1.78% | 1.35% | 2.98% | 1.22% | 0.68% | 15.33% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BGGSX is 56, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Baillie Gifford U.S. Equity Growth Fund (BGGSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Baillie Gifford U.S. Equity Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Baillie Gifford U.S. Equity Growth Fund was 72.34%, occurring on Dec 28, 2022. The portfolio has not yet recovered.
The current Baillie Gifford U.S. Equity Growth Fund drawdown is 47.03%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -72.34% | Feb 16, 2021 | 472 | Dec 28, 2022 | — | — | — |
| -33.69% | Feb 20, 2020 | 20 | Mar 18, 2020 | 33 | May 5, 2020 | 53 |
| -28.64% | Sep 5, 2018 | 77 | Dec 24, 2018 | 136 | Jul 11, 2019 | 213 |
| -14.98% | Jul 12, 2019 | 58 | Oct 2, 2019 | 57 | Dec 23, 2019 | 115 |
| -14.7% | Sep 2, 2020 | 4 | Sep 8, 2020 | 23 | Oct 9, 2020 | 27 |
Volatility
Volatility Chart
The current Baillie Gifford U.S. Equity Growth Fund volatility is 15.98%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.