BGITX vs. BGLTX

Last updated Aug 1, 2026

BGITX (Baillie Gifford International Alpha Fund) and BGLTX (Baillie Gifford Long Term Global Growth Fund) are both mutual funds - BGITX is a Foreign Large Cap Equities fund managed by Baillie Gifford, while BGLTX is a Global Equities fund managed by Baillie Gifford. Their 0.77 correlation means they have sometimes moved together and sometimes differently. BGITX charges 0.61%/yr vs 0.73%/yr for BGLTX.

Performance

BGITX vs. BGLTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Baillie Gifford International Alpha Fund (BGITX) and Baillie Gifford Long Term Global Growth Fund (BGLTX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

BGITX

• 1D: 2.64%
• 1M: 1.37%
• 6M: 5.73%
• YTD: 8.61%
• 1Y: 13.54%
• 3Y*: 11.35%
• 5Y*: 2.00%
• 10Y*: 7.34%
• ALL TIME*: 7.77%

BGLTX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
BGITX Baillie Gifford International Alpha Fund	$0.00	$0.00	$0.00

BGITX vs. BGLTX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BGITX Baillie Gifford International Alpha Fund	8.61%	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	-11.38%	16.38%	25.03%	36.61%	-46.09%	2.47%	102.05%	33.53%	-1.37%	54.04%

Correlation

The correlation between BGITX and BGLTX is 0.66, 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.	0.66
Correlation (3Y) Balances recent behavior with more history.	0.75
Correlation (5Y) Shows whether the relationship held over a longer period.	0.78
Correlation (10Y) Provides a long-term view across more market conditions.	0.77
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016	0.77

The correlation between BGITX and BGLTX shifts across timeframes, from 0.66 (1 year) to 0.78 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

BGITX vs. BGLTX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

BGITX

BGITX Risk / Return Rank: 18
BGITX Sharpe Ratio Rank: 17
BGITX Sortino Ratio Rank: 17
BGITX Omega Ratio Rank: 18
BGITX Calmar Ratio Rank: 19
BGITX Martin Ratio Rank: 22

BGLTX

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

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

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.

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.

	BGITX	BGLTX	Difference
Sharpe ratio: Return per unit of total volatility	0.67	—	—
Sortino ratio: Return per unit of downside risk	1.04	—	—
Omega ratio: Gain probability vs. loss probability	1.13	—	—
Calmar ratio: Return relative to maximum drawdown	0.91	—	—
Martin ratio: Return relative to average drawdown	3.12	—	—

Drawdowns

Drawdown Indicators

	BGITX	BGLTX	Difference
Max Drawdown Largest peak-to-trough decline	-44.45%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-12.89%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-14.82%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-44.08%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-44.45%	—	—
Current Drawdown Current decline from peak	-2.32%	—	—
Average Drawdown Average peak-to-trough decline	-11.68%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	3.77%	—	—

Volatility

Volatility by Period

	BGITX	BGLTX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.26%	—	—
Volatility (6M) Calculated over the trailing 6-month period	15.17%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	17.64%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.55%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.03%	—	—

BGITX vs. BGLTX - Expense Ratio Comparison

BGITX has a 0.61% expense ratio, which is lower than BGLTX's 0.73% expense ratio.

Dividends

BGITX vs. BGLTX - Dividend Comparison

BGITX's dividend yield for the trailing twelve months is around 11.47%, while BGLTX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
BGITX Baillie Gifford International Alpha Fund	11.47%	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%

Frequently Asked Questions

Can I hold both BGITX and BGLTX in my portfolio?

BGITX and BGLTX have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.