Baillie Gifford Long Term Global Growth Fund Class I (BSGLX)
Fund Info
US0568232971
$0
Large-Cap
Growth
Expense Ratio
BSGLX has an expense ratio of 0.80%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) returned 7.90% year-to-date (YTD) and 24.27% over the past 12 months.
BSGLX
7.90%
19.44%
6.58%
24.27%
8.04%
N/A
^GSPC (Benchmark)
0.08%
9.75%
-1.63%
12.74%
15.66%
10.77%
Monthly Returns
The table below presents the monthly returns of BSGLX, 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 | 8.14% | -3.02% | -10.08% | 3.05% | 11.03% | 7.90% | |||||||
| 2024 | -1.02% | 8.52% | 1.94% | -4.18% | 5.12% | 2.67% | -3.37% | 2.32% | 6.01% | -0.06% | 8.39% | -2.82% | 24.92% |
| 2023 | 15.94% | -4.98% | 7.92% | -4.73% | 6.20% | 6.44% | 5.80% | -5.83% | -7.97% | -5.76% | 15.63% | 6.66% | 36.43% |
| 2022 | -14.86% | -7.58% | -1.05% | -19.15% | -5.44% | -6.16% | 10.01% | -2.83% | -11.47% | 1.52% | 9.18% | -11.47% | -48.13% |
| 2021 | 6.28% | -1.96% | -5.98% | 6.28% | -1.38% | 8.37% | -1.50% | 1.88% | -5.46% | 9.70% | -3.55% | -12.85% | -2.66% |
| 2020 | 3.78% | -0.56% | -6.10% | 15.68% | 10.84% | 12.47% | 10.43% | 13.68% | -3.04% | -0.09% | 12.48% | -2.81% | 85.77% |
| 2019 | 10.64% | 4.20% | 1.45% | 3.03% | -10.06% | 9.76% | -1.73% | -3.14% | -1.37% | 6.00% | 6.54% | 5.62% | 33.20% |
| 2018 | 13.32% | -2.54% | -3.34% | 2.22% | 6.40% | 1.19% | -0.79% | 3.46% | -2.15% | -12.32% | 3.07% | -16.12% | -10.55% |
| 2017 | 3.68% | 0.96% | 4.87% | 4.58% | 0.74% | 4.96% | 2.16% | -1.03% | 22.72% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BSGLX is 73, 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 Long Term Global Growth Fund Class I (BSGLX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Baillie Gifford Long Term Global Growth Fund Class I. 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 Long Term Global Growth Fund Class I was 58.76%, occurring on Oct 14, 2022. The portfolio has not yet recovered.
The current Baillie Gifford Long Term Global Growth Fund Class I drawdown is 21.39%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.76% | Feb 16, 2021 | 421 | Oct 14, 2022 | — | — | — |
| -30.65% | Jun 15, 2018 | 139 | Jan 3, 2019 | 255 | Jan 8, 2020 | 394 |
| -28.67% | Feb 20, 2020 | 20 | Mar 18, 2020 | 36 | May 8, 2020 | 56 |
| -11.19% | Mar 13, 2018 | 14 | Apr 2, 2018 | 43 | Jun 1, 2018 | 57 |
| -11.15% | Sep 3, 2020 | 3 | Sep 8, 2020 | 24 | Oct 12, 2020 | 27 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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