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Baillie Gifford Long Term Global Growth Fund (BGLTX) Sortino 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.

Sortino 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 Sortino 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 Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
LVAGXLSV Global Value Fund4.23
FMIEXWasatch Global Value Fund Investor Class Shares4.23
LVAFXLSV Global Managed Volatility Fund4.16
PGVFXPolaris Global Value Fund4.11
EPSYXMainStay Epoch Global Equity Yield Fund4.10
JGYIXJohn Hancock Global Shareholder Yield Fund3.97
GMGEXGMO Global Equity Allocation Fund3.76
GWOAXGMO Global Developed Equity Allocation Fund3.72
SGMAXSEI Institutional Investments Trust Global Managed Volatility Fund3.62
VGPMXVanguard Global Capital Cycles Fund3.59
BGLTXBaillie Gifford Long Term Global Growth Fund—

S&P 500 Index

How to choose period

Historical Sortino Ratio

The chart shows BGLTX's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. 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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