BGCG.L vs. KWEB
Compare and contrast key facts about Baillie Gifford China Growth Trust plc (BGCG.L) and KraneShares CSI China Internet ETF (KWEB).
KWEB is a passively managed fund by CICC that tracks the performance of the CSI Overseas China Internet. It was launched on Jul 31, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGCG.L or KWEB.
Key characteristics
| BGCG.L | KWEB | |
|---|---|---|
| YTD Return | -10.17% | -4.15% |
| 1Y Return | -16.86% | -4.79% |
| 3Y Return (Ann) | -22.65% | -16.81% |
| 5Y Return (Ann) | -11.26% | -8.59% |
| 10Y Return (Ann) | -2.34% | -2.05% |
| Sharpe Ratio | -0.81 | -0.16 |
| Daily Std Dev | 20.37% | 30.65% |
| Max Drawdown | -71.43% | -80.92% |
| Current Drawdown | -70.98% | -72.72% |
Correlation
The correlation between BGCG.L and KWEB is 0.40, 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.
Performance
BGCG.L vs. KWEB - Performance Comparison
In the year-to-date period, BGCG.L achieves a -10.17% return, which is significantly lower than KWEB's -4.15% return. Over the past 10 years, BGCG.L has underperformed KWEB with an annualized return of -2.34%, while KWEB has yielded a comparatively higher -2.05% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BGCG.L vs. KWEB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford China Growth Trust plc (BGCG.L) and KraneShares CSI China Internet ETF (KWEB). 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.
Dividends
BGCG.L vs. KWEB - Dividend Comparison
BGCG.L's dividend yield for the trailing twelve months is around 1.13%, less than KWEB's 1.78% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGCG.L Baillie Gifford China Growth Trust plc | 1.13% | 0.85% | 1.69% | 1.93% | 0.01% | 0.02% | 0.02% | 0.01% | 0.02% | 0.02% | 0.02% | 1.95% |
KWEB KraneShares CSI China Internet ETF | 1.78% | 1.71% | 0.00% | 7.07% | 0.29% | 0.08% | 3.40% | 0.58% | 1.19% | 0.46% | 0.89% | 0.31% |
Drawdowns
BGCG.L vs. KWEB - Drawdown Comparison
The maximum BGCG.L drawdown since its inception was -71.43%, smaller than the maximum KWEB drawdown of -80.92%. Use the drawdown chart below to compare losses from any high point for BGCG.L and KWEB. For additional features, visit the drawdowns tool.
Volatility
BGCG.L vs. KWEB - Volatility Comparison
The current volatility for Baillie Gifford China Growth Trust plc (BGCG.L) is 3.72%, while KraneShares CSI China Internet ETF (KWEB) has a volatility of 7.80%. This indicates that BGCG.L experiences smaller price fluctuations and is considered to be less risky than KWEB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.