BGITX vs. FSOSX
Compare and contrast key facts about Baillie Gifford International Alpha Fund (BGITX) and Fidelity Series Overseas Fund (FSOSX).
BGITX is managed by Baillie Gifford Funds. It was launched on Feb 6, 2008. FSOSX is managed by Fidelity. It was launched on Jun 21, 2019.
Performance
BGITX vs. FSOSX - Performance Comparison
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BGITX vs. FSOSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BGITX Baillie Gifford International Alpha Fund | -5.08% | 19.51% | 5.03% | 18.77% | -28.71% | -0.72% | 26.59% | 10.03% |
FSOSX Fidelity Series Overseas Fund | -2.61% | 21.29% | 5.87% | 21.49% | -23.25% | 19.59% | 16.36% | 7.78% |
Returns By Period
In the year-to-date period, BGITX achieves a -5.08% return, which is significantly lower than FSOSX's -2.61% 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%
FSOSX
- 1D
- 3.27%
- 1M
- -6.62%
- YTD
- -2.61%
- 6M
- -2.31%
- 1Y
- 10.32%
- 3Y*
- 11.20%
- 5Y*
- 6.18%
- 10Y*
- —
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BGITX vs. FSOSX - Expense Ratio Comparison
BGITX has a 0.61% expense ratio, which is higher than FSOSX's 0.01% expense ratio.
Return for Risk
BGITX vs. FSOSX — Risk / Return Rank
BGITX
FSOSX
BGITX vs. FSOSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford International Alpha Fund (BGITX) and Fidelity Series Overseas Fund (FSOSX). 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 | FSOSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.51 | 0.59 | -0.08 |
Sortino ratioReturn per unit of downside risk | 0.81 | 0.93 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.13 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.57 | 0.77 | -0.20 |
Martin ratioReturn relative to average drawdown | 2.12 | 2.85 | -0.73 |
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 | FSOSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.51 | 0.59 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | 0.36 | -0.37 |
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 | 0.46 | -0.11 |
Correlation
The correlation between BGITX and FSOSX is 0.86, 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. FSOSX - Dividend Comparison
BGITX's dividend yield for the trailing twelve months is around 13.13%, more than FSOSX's 9.39% yield.
| 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% |
FSOSX Fidelity Series Overseas Fund | 9.39% | 9.15% | 2.25% | 1.63% | 1.80% | 2.92% | 1.12% | 0.37% | 0.00% | 0.00% |
Drawdowns
BGITX vs. FSOSX - Drawdown Comparison
The maximum BGITX drawdown since its inception was -44.45%, which is greater than FSOSX's maximum drawdown of -35.36%. Use the drawdown chart below to compare losses from any high point for BGITX and FSOSX.
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Drawdown Indicators
| BGITX | FSOSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.45% | -35.36% | -9.09% |
Max Drawdown (1Y)Largest decline over 1 year | -12.89% | -12.39% | -0.50% |
Max Drawdown (5Y)Largest decline over 5 years | -44.08% | -35.36% | -8.72% |
Max Drawdown (10Y)Largest decline over 10 years | -44.45% | — | — |
Current DrawdownCurrent decline from peak | -9.60% | -9.01% | -0.59% |
Average DrawdownAverage peak-to-trough decline | -11.97% | -7.90% | -4.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.45% | 3.35% | +0.10% |
Volatility
BGITX vs. FSOSX - Volatility Comparison
Baillie Gifford International Alpha Fund (BGITX) and Fidelity Series Overseas Fund (FSOSX) 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.
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Volatility by Period
| BGITX | FSOSX | 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% | 12.37% | -0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.54% | 18.50% | -0.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.21% | 17.41% | +1.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.08% | 18.97% | +0.11% |