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BGCWX vs. BGPTX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BGCWX vs. BGPTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Baillie Gifford EAFE Plus All Cap Fund (BGCWX) and Baillie Gifford Developed EAFE All Cap Fund (BGPTX). The values are adjusted to include any dividend payments, if applicable.

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BGCWX vs. BGPTX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BGCWX
Baillie Gifford EAFE Plus All Cap Fund
1.62%-60.54%0.75%10.10%-30.90%3.33%28.74%31.79%-16.37%31.31%
BGPTX
Baillie Gifford Developed EAFE All Cap Fund
0.00%-7.15%-1.19%10.14%-32.27%7.40%28.01%32.27%-16.04%28.59%

Returns By Period


BGCWX

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

BGPTX

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BGCWX vs. BGPTX - Expense Ratio Comparison

Both BGCWX and BGPTX have an expense ratio of 0.64%.


Return for Risk

BGCWX vs. BGPTX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford EAFE Plus All Cap Fund (BGCWX) and Baillie Gifford Developed EAFE All Cap Fund (BGPTX). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

BGCWX vs. BGPTX - Sharpe Ratio Comparison


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Correlation

The correlation between BGCWX and BGPTX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

BGCWX vs. BGPTX - Dividend Comparison

Neither BGCWX nor BGPTX has paid dividends to shareholders.


TTM202520242023202220212020201920182017
BGCWX
Baillie Gifford EAFE Plus All Cap Fund
0.00%0.00%5.68%0.00%2.99%9.61%1.70%3.72%2.43%1.55%
BGPTX
Baillie Gifford Developed EAFE All Cap Fund
0.00%0.00%3.30%0.71%0.97%3.05%1.00%1.14%0.85%1.82%

Drawdowns

BGCWX vs. BGPTX - Drawdown Comparison


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Volatility

BGCWX vs. BGPTX - Volatility Comparison


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