BGITX vs. BGGSX
Compare and contrast key facts about Baillie Gifford International Alpha Fund (BGITX) and Baillie Gifford U.S. Equity Growth Fund (BGGSX).
BGITX is managed by Baillie Gifford Funds. It was launched on Feb 6, 2008. BGGSX is managed by Baillie Gifford Funds. It was launched on Apr 28, 2017.
Performance
BGITX vs. BGGSX - Performance Comparison
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BGITX vs. BGGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BGITX Baillie Gifford International Alpha Fund | -5.08% | 19.51% | 5.03% | 18.77% | -28.71% | -0.72% | 26.59% | 32.17% | -16.61% | 15.26% |
BGGSX Baillie Gifford U.S. Equity Growth Fund | -15.13% | 10.25% | 30.44% | 45.93% | -52.50% | -11.13% | 125.42% | 30.00% | 8.31% | 16.54% |
Returns By Period
In the year-to-date period, BGITX achieves a -5.08% return, which is significantly higher than BGGSX's -15.13% return.
BGITX
- 1D
- 3.78%
- 1M
- -7.26%
- YTD
- -5.08%
- 6M
- -4.37%
- 1Y
- 8.52%
- 3Y*
- 7.75%
- 5Y*
- -0.28%
- 10Y*
- 6.58%
BGGSX
- 1D
- 4.30%
- 1M
- -4.77%
- YTD
- -15.13%
- 6M
- -20.98%
- 1Y
- 2.40%
- 3Y*
- 14.90%
- 5Y*
- -5.84%
- 10Y*
- —
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BGITX vs. BGGSX - Expense Ratio Comparison
BGITX has a 0.61% expense ratio, which is lower than BGGSX's 0.75% expense ratio.
Return for Risk
BGITX vs. BGGSX — Risk / Return Rank
BGITX
BGGSX
BGITX vs. BGGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford International Alpha Fund (BGITX) and Baillie Gifford U.S. Equity Growth Fund (BGGSX). 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.
| BGITX | BGGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.51 | 0.12 | +0.39 |
Sortino ratioReturn per unit of downside risk | 0.81 | 0.38 | +0.43 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.05 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.57 | 0.09 | +0.48 |
Martin ratioReturn relative to average drawdown | 2.12 | 0.25 | +1.87 |
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
| BGITX | BGGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.51 | 0.12 | +0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | -0.17 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.38 | -0.03 |
Correlation
The correlation between BGITX and BGGSX is 0.64, 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
BGITX vs. BGGSX - Dividend Comparison
BGITX's dividend yield for the trailing twelve months is around 13.13%, while BGGSX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BGITX Baillie Gifford International Alpha Fund | 13.13% | 12.46% | 4.26% | 1.25% | 1.77% | 8.00% | 2.28% | 5.00% | 9.76% | 0.99% |
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% |
Drawdowns
BGITX vs. BGGSX - Drawdown Comparison
The maximum BGITX drawdown since its inception was -44.45%, smaller than the maximum BGGSX drawdown of -68.76%. Use the drawdown chart below to compare losses from any high point for BGITX and BGGSX.
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Drawdown Indicators
| BGITX | BGGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.45% | -68.76% | +24.31% |
Max Drawdown (1Y)Largest decline over 1 year | -12.89% | -26.08% | +13.19% |
Max Drawdown (5Y)Largest decline over 5 years | -44.08% | -67.71% | +23.63% |
Max Drawdown (10Y)Largest decline over 10 years | -44.45% | — | — |
Current DrawdownCurrent decline from peak | -9.60% | -37.96% | +28.36% |
Average DrawdownAverage peak-to-trough decline | -11.97% | -25.00% | +13.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.45% | 9.41% | -5.96% |
Volatility
BGITX vs. BGGSX - Volatility Comparison
Baillie Gifford International Alpha Fund (BGITX) and Baillie Gifford U.S. Equity Growth Fund (BGGSX) have volatilities of 8.57% and 8.47%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BGITX | BGGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.57% | 8.47% | +0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 12.32% | 16.92% | -4.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.54% | 28.89% | -11.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.21% | 35.39% | -16.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.08% | 32.35% | -13.27% |