BGGSX vs. AQEIX
BGGSX (Baillie Gifford U.S. Equity Growth Fund) and AQEIX (LKCM Aquinas Catholic Equity Fund) are both Large Cap Growth Equities funds. Over the past 5 years, BGGSX returned -5.95%/yr vs 4.85%/yr for AQEIX. Their 0.70 correlation means they have sometimes moved together and sometimes differently. BGGSX charges 0.75%/yr vs 1.00%/yr for AQEIX.
Performance
BGGSX vs. AQEIX - Performance Comparison
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Returns By Period
In the year-to-date period, BGGSX achieves a -3.77% return, which is significantly lower than AQEIX's 4.74% return.
BGGSX
- 1D
- 2.67%
- 1M
- -1.61%
- 6M
- 4.20%
- YTD
- -3.77%
- 1Y
- -9.16%
- 3Y*
- 14.49%
- 5Y*
- -5.95%
- 10Y*
- —
- ALL TIME*
- 13.20%
AQEIX
- 1D
- 1.92%
- 1M
- 2.88%
- 6M
- 3.17%
- YTD
- 4.74%
- 1Y
- 5.36%
- 3Y*
- 9.50%
- 5Y*
- 4.85%
- 10Y*
- 10.69%
- ALL TIME*
- 7.62%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BGGSX vs. AQEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BGGSX Baillie Gifford U.S. Equity Growth Fund | -3.77% | 10.25% | 30.44% | 45.93% | -52.50% | -11.13% | 125.42% | 30.00% | 8.31% | 16.54% |
AQEIX LKCM Aquinas Catholic Equity Fund | 4.74% | 6.72% | 13.29% | 14.08% | -18.24% | 25.35% | 24.23% | 30.51% | -8.03% | 12.82% |
Correlation
The correlation between BGGSX and AQEIX is 0.73, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.73 |
Correlation (3Y) Balances recent behavior with more history. | 0.72 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.72 |
Correlation (All Time) Calculated using the full available price history since Apr 28, 2017 | 0.71 |
The correlation between BGGSX and AQEIX has been stable across timeframes, ranging from 0.70 to 0.73 - a consistent structural relationship.
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Return for Risk
BGGSX vs. AQEIX — Risk / Return Rank
BGGSX
AQEIX
BGGSX vs. AQEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford U.S. Equity Growth Fund (BGGSX) and LKCM Aquinas Catholic Equity Fund (AQEIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BGGSX | AQEIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.89 | ||
| Sortino ratioReturn per unit of downside risk | -1.15 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.11 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | -0.26 | 0.98 | -1.24 |
| Martin ratioReturn relative to average drawdown | -0.50 | 3.14 | -3.65 |
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Drawdowns
BGGSX vs. AQEIX - Drawdown Comparison
The maximum BGGSX drawdown since its inception was -68.76%, which is greater than AQEIX's maximum drawdown of -54.20%. Use the drawdown chart below to compare losses from any high point for BGGSX and AQEIX.
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Drawdown Indicators
| BGGSX | AQEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.76% | -54.20% | -14.56% |
Max Drawdown (1Y)Largest decline over 1 year | -26.08% | -7.02% | -19.06% |
Max Drawdown (3Y)Largest decline over 3 years | -30.87% | -19.25% | -11.62% |
Max Drawdown (5Y)Largest decline over 5 years | -67.64% | -24.51% | -43.13% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.65% | — |
Current DrawdownCurrent decline from peak | -29.66% | 0.00% | -29.66% |
Average DrawdownAverage peak-to-trough decline | -25.26% | -8.67% | -16.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.18% | 2.18% | +11.00% |
Volatility
BGGSX vs. AQEIX - Volatility Comparison
Baillie Gifford U.S. Equity Growth Fund (BGGSX) has a higher volatility of 6.25% compared to LKCM Aquinas Catholic Equity Fund (AQEIX) at 3.31%. This indicates that BGGSX's price experiences larger fluctuations and is considered to be riskier than AQEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BGGSX | AQEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.25% | 3.31% | +2.94% |
Volatility (6M)Calculated over the trailing 6-month period | 18.05% | 8.56% | +9.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.94% | 11.58% | +11.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.28% | 16.60% | +18.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.06% | 18.06% | +14.00% |
BGGSX vs. AQEIX - Expense Ratio Comparison
BGGSX has a 0.75% expense ratio, which is lower than AQEIX's 1.00% expense ratio.
Dividends
BGGSX vs. AQEIX - Dividend Comparison
BGGSX has not paid dividends to shareholders, while AQEIX's dividend yield for the trailing twelve months is around 5.71%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AQEIX LKCM Aquinas Catholic Equity Fund | 5.71% | 5.98% | 7.90% | 2.63% | 6.05% | 12.61% | 6.73% | 10.98% | 23.36% | 8.24% | 7.92% | 7.69% |
BGGSX Baillie Gifford U.S. Equity Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 16.38% | 2.61% | 3.29% | 1.35% | 2.02% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BGGSX and AQEIX have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BGGSX has higher volatility (6.25%) compared to AQEIX (3.31%). In terms of maximum drawdown, BGGSX dropped -68.76% vs AQEIX's -54.20%.
AQEIX currently has the higher Sharpe Ratio (0.60 vs -0.29), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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