BGCBX vs. BGLTX
Compare and contrast key facts about Baillie Gifford China Equities Fund (BGCBX) and Baillie Gifford Long Term Global Growth Fund (BGLTX).
BGCBX is managed by Baillie Gifford Funds. It was launched on Jul 6, 2021. BGLTX is managed by Baillie Gifford Funds. It was launched on Jun 9, 2014.
Performance
BGCBX vs. BGLTX - Performance Comparison
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BGCBX vs. BGLTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
BGCBX Baillie Gifford China Equities Fund | -7.39% | 36.51% | 9.74% | -18.00% | -28.56% | -17.30% |
BGLTX Baillie Gifford Long Term Global Growth Fund | -15.62% | 16.38% | 25.03% | 36.61% | -46.09% | -5.83% |
Returns By Period
In the year-to-date period, BGCBX achieves a -7.39% return, which is significantly higher than BGLTX's -15.62% return.
BGCBX
- 1D
- -0.16%
- 1M
- -8.19%
- YTD
- -7.39%
- 6M
- -12.16%
- 1Y
- 9.09%
- 3Y*
- 3.63%
- 5Y*
- —
- 10Y*
- —
BGLTX
- 1D
- 4.42%
- 1M
- -5.53%
- YTD
- -15.62%
- 6M
- -20.83%
- 1Y
- 3.00%
- 3Y*
- 12.14%
- 5Y*
- -1.11%
- 10Y*
- 14.41%
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BGCBX vs. BGLTX - Expense Ratio Comparison
BGCBX has a 0.96% expense ratio, which is higher than BGLTX's 0.73% expense ratio.
Return for Risk
BGCBX vs. BGLTX — Risk / Return Rank
BGCBX
BGLTX
BGCBX vs. BGLTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford China Equities Fund (BGCBX) and Baillie Gifford Long Term Global Growth Fund (BGLTX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BGCBX | BGLTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.40 | 0.16 | +0.24 |
Sortino ratioReturn per unit of downside risk | 0.67 | 0.42 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.05 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.40 | 0.10 | +0.29 |
Martin ratioReturn relative to average drawdown | 1.29 | 0.31 | +0.99 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BGCBX | BGLTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 0.16 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | -0.02 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.28 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.30 | 0.27 | -0.57 |
Correlation
The correlation between BGCBX and BGLTX is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BGCBX vs. BGLTX - Dividend Comparison
BGCBX's dividend yield for the trailing twelve months is around 0.99%, while BGLTX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BGCBX Baillie Gifford China Equities Fund | 0.99% | 0.91% | 2.03% | 1.50% | 0.66% | 0.00% | 0.00% | 0.00% | 0.00% |
BGLTX Baillie Gifford Long Term Global Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 3.84% | 5.15% | 8.39% | 0.15% | 10.07% |
Drawdowns
BGCBX vs. BGLTX - Drawdown Comparison
The maximum BGCBX drawdown since its inception was -59.07%, smaller than the maximum BGLTX drawdown of -70.17%. Use the drawdown chart below to compare losses from any high point for BGCBX and BGLTX.
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Drawdown Indicators
| BGCBX | BGLTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.07% | -70.17% | +11.10% |
Max Drawdown (1Y)Largest decline over 1 year | -16.02% | -25.64% | +9.62% |
Max Drawdown (5Y)Largest decline over 5 years | — | -70.17% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -70.17% | — |
Current DrawdownCurrent decline from peak | -33.71% | -22.35% | -11.36% |
Average DrawdownAverage peak-to-trough decline | -38.61% | -16.00% | -22.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.94% | 8.71% | -3.77% |
Volatility
BGCBX vs. BGLTX - Volatility Comparison
The current volatility for Baillie Gifford China Equities Fund (BGCBX) is 6.03%, while Baillie Gifford Long Term Global Growth Fund (BGLTX) has a volatility of 8.95%. This indicates that BGCBX experiences smaller price fluctuations and is considered to be less risky than BGLTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BGCBX | BGLTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.03% | 8.95% | -2.92% |
Volatility (6M)Calculated over the trailing 6-month period | 13.23% | 16.85% | -3.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.42% | 25.52% | -4.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.29% | 67.84% | -40.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.29% | 51.02% | -23.73% |