BGETX vs. BSGLX
Compare and contrast key facts about Baillie Gifford International Growth Fund (BGETX) and Baillie Gifford Long Term Global Growth Fund Class I (BSGLX).
BGETX is managed by Baillie Gifford Funds. It was launched on Mar 5, 2008. BSGLX is managed by Baillie Gifford Funds.
Performance
BGETX vs. BSGLX - Performance Comparison
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BGETX vs. BSGLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BGETX Baillie Gifford International Growth Fund | -9.96% | 17.30% | 7.78% | 14.22% | -34.40% | -9.47% | 63.22% | 37.37% | -17.30% | 20.18% |
BSGLX Baillie Gifford Long Term Global Growth Fund Class I | -19.24% | 16.26% | 24.92% | 36.43% | -46.11% | 2.37% | 101.90% | 33.40% | -1.42% | 24.21% |
Returns By Period
In the year-to-date period, BGETX achieves a -9.96% return, which is significantly higher than BSGLX's -19.24% return.
BGETX
- 1D
- -0.16%
- 1M
- -11.48%
- YTD
- -9.96%
- 6M
- -12.17%
- 1Y
- 5.70%
- 3Y*
- 4.72%
- 5Y*
- -4.52%
- 10Y*
- 7.42%
BSGLX
- 1D
- -0.93%
- 1M
- -9.96%
- YTD
- -19.24%
- 6M
- -24.40%
- 1Y
- -0.45%
- 3Y*
- 10.41%
- 5Y*
- -2.06%
- 10Y*
- —
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BGETX vs. BSGLX - Expense Ratio Comparison
BGETX has a 0.60% expense ratio, which is lower than BSGLX's 0.80% expense ratio.
Return for Risk
BGETX vs. BSGLX — Risk / Return Rank
BGETX
BSGLX
BGETX vs. BSGLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford International Growth Fund (BGETX) and Baillie Gifford Long Term Global Growth Fund Class I (BSGLX). 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.
| BGETX | BSGLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.18 | -0.07 | +0.25 |
Sortino ratioReturn per unit of downside risk | 0.42 | 0.08 | +0.34 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.01 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.13 | -0.17 | +0.29 |
Martin ratioReturn relative to average drawdown | 0.39 | -0.50 | +0.89 |
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
| BGETX | BSGLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.18 | -0.07 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.17 | -0.07 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.45 | -0.16 |
Correlation
The correlation between BGETX and BSGLX is 0.82, 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
BGETX vs. BSGLX - Dividend Comparison
BGETX's dividend yield for the trailing twelve months is around 6.02%, while BSGLX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BGETX Baillie Gifford International Growth Fund | 6.02% | 5.42% | 7.29% | 0.39% | 0.62% | 16.03% | 10.22% | 1.12% | 10.73% | 0.40% |
BSGLX Baillie Gifford Long Term Global Growth Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% | 3.85% | 5.17% | 8.40% | 0.15% | 10.07% | 0.00% |
Drawdowns
BGETX vs. BSGLX - Drawdown Comparison
The maximum BGETX drawdown since its inception was -54.44%, roughly equal to the maximum BSGLX drawdown of -56.23%. Use the drawdown chart below to compare losses from any high point for BGETX and BSGLX.
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Drawdown Indicators
| BGETX | BSGLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.44% | -56.23% | +1.79% |
Max Drawdown (1Y)Largest decline over 1 year | -15.69% | -25.69% | +10.00% |
Max Drawdown (5Y)Largest decline over 5 years | -51.52% | -56.21% | +4.69% |
Max Drawdown (10Y)Largest decline over 10 years | -54.44% | — | — |
Current DrawdownCurrent decline from peak | -31.37% | -25.69% | -5.68% |
Average DrawdownAverage peak-to-trough decline | -18.90% | -17.83% | -1.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.99% | 8.62% | -3.63% |
Volatility
BGETX vs. BSGLX - Volatility Comparison
Baillie Gifford International Growth Fund (BGETX) has a higher volatility of 8.24% compared to Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) at 7.55%. This indicates that BGETX's price experiences larger fluctuations and is considered to be riskier than BSGLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BGETX | BSGLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.24% | 7.55% | +0.69% |
Volatility (6M)Calculated over the trailing 6-month period | 15.29% | 16.32% | -1.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.88% | 25.54% | -2.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.95% | 29.84% | -3.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.88% | 28.13% | -4.25% |