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Baillie Gifford Long Term Global Growth Fund (BGLTX) Sharpe Ratio

Mutual Fund · Currency in USD · Last updated Jul 17, 2026

The investment seeks to provide long-term capital appreciation. The fund invests at least 80% of its net assets in equity securities. While the portfolio managers are not constrained by geographic limitations, it ordinarily invests in securities of issuers located in at least six different countries. In addition, under normal circumstances, the fund will invest at least 40% of its total assets in securities of companies located outside the U.S. when market conditions are favorable, but, when market conditions are not favorable, will invest at least 30% of its total assets in companies located outside the U.S. It is non-diversified.

Sharpe ratio is not yet available for BGLTX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares Baillie Gifford Long Term Global Growth Fund's Sharpe Ratio with other mutual funds in the Global Equities category across multiple time periods, showing how BGLTX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jul 17, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
LVAGXLSV Global Value Fund3.09
EPSYXMainStay Epoch Global Equity Yield Fund2.98
PGVFXPolaris Global Value Fund2.96
VGPMXVanguard Global Capital Cycles Fund2.96
FMIEXWasatch Global Value Fund Investor Class Shares2.89
JGYIXJohn Hancock Global Shareholder Yield Fund2.87
LVAFXLSV Global Managed Volatility Fund2.83
GMGEXGMO Global Equity Allocation Fund2.77
GWOAXGMO Global Developed Equity Allocation Fund2.70
SEQAXGuggenheim World Equity Income Fund2.48
BGLTXBaillie Gifford Long Term Global Growth Fund—

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows BGLTX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when BGLTX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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