BGITX vs. BGLTX
Compare and contrast key facts about Baillie Gifford International Alpha Fund (BGITX) and Baillie Gifford Long Term Global Growth Fund (BGLTX).
BGITX is managed by Baillie Gifford Funds. It was launched on Feb 6, 2008. BGLTX is managed by Baillie Gifford Funds. It was launched on Jun 9, 2014.
Performance
BGITX vs. BGLTX - Performance Comparison
Loading graphics...
BGITX vs. BGLTX - 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% | 31.67% |
BGLTX Baillie Gifford Long Term Global Growth Fund | -15.62% | 16.38% | 25.03% | 36.61% | -46.09% | 2.47% | 102.05% | 33.53% | -1.37% | 54.04% |
Returns By Period
In the year-to-date period, BGITX achieves a -5.08% return, which is significantly higher than BGLTX's -15.62% return. Over the past 10 years, BGITX has underperformed BGLTX with an annualized return of 6.58%, while BGLTX has yielded a comparatively higher 14.41% annualized 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%
BGLTX
- 1D
- 4.42%
- 1M
- -5.53%
- YTD
- -15.62%
- 6M
- -20.83%
- 1Y
- 3.00%
- 3Y*
- 12.14%
- 5Y*
- -1.11%
- 10Y*
- 14.41%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BGITX vs. BGLTX - Expense Ratio Comparison
BGITX has a 0.61% expense ratio, which is lower than BGLTX's 0.73% expense ratio.
Return for Risk
BGITX vs. BGLTX — Risk / Return Rank
BGITX
BGLTX
BGITX vs. BGLTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford International Alpha Fund (BGITX) and Baillie Gifford Long Term Global Growth Fund (BGLTX). 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 | BGLTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.51 | 0.16 | +0.35 |
Sortino ratioReturn per unit of downside risk | 0.81 | 0.42 | +0.39 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.05 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.57 | 0.10 | +0.46 |
Martin ratioReturn relative to average drawdown | 2.12 | 0.31 | +1.81 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BGITX | BGLTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.51 | 0.16 | +0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | -0.02 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.28 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.27 | +0.07 |
Correlation
The correlation between BGITX and BGLTX is 0.78, 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
BGITX vs. BGLTX - Dividend Comparison
BGITX's dividend yield for the trailing twelve months is around 13.13%, while BGLTX 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% |
BGLTX Baillie Gifford Long Term Global Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 3.84% | 5.15% | 8.39% | 0.15% | 10.07% | 0.00% |
Drawdowns
BGITX vs. BGLTX - Drawdown Comparison
The maximum BGITX drawdown since its inception was -44.45%, smaller than the maximum BGLTX drawdown of -70.17%. Use the drawdown chart below to compare losses from any high point for BGITX and BGLTX.
Loading graphics...
Drawdown Indicators
| BGITX | BGLTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.45% | -70.17% | +25.72% |
Max Drawdown (1Y)Largest decline over 1 year | -12.89% | -25.64% | +12.75% |
Max Drawdown (5Y)Largest decline over 5 years | -44.08% | -70.17% | +26.09% |
Max Drawdown (10Y)Largest decline over 10 years | -44.45% | -70.17% | +25.72% |
Current DrawdownCurrent decline from peak | -9.60% | -22.35% | +12.75% |
Average DrawdownAverage peak-to-trough decline | -11.97% | -16.00% | +4.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.45% | 8.71% | -5.26% |
Volatility
BGITX vs. BGLTX - Volatility Comparison
Baillie Gifford International Alpha Fund (BGITX) and Baillie Gifford Long Term Global Growth Fund (BGLTX) have volatilities of 8.57% and 8.95%, 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.
Loading graphics...
Volatility by Period
| BGITX | BGLTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.57% | 8.95% | -0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 12.32% | 16.85% | -4.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.54% | 25.52% | -7.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.21% | 67.84% | -48.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.08% | 51.02% | -31.94% |