BGLTX vs. BSGLX
BGLTX (Baillie Gifford Long Term Global Growth Fund) and BSGLX (Baillie Gifford Long Term Global Growth Fund Class I) are both mutual funds - BGLTX is a Global Equities fund managed by Baillie Gifford Funds, while BSGLX is a Large Cap Growth Equities fund managed by Baillie Gifford Funds. Their correlation of 0.94 suggests significant overlap in exposure. BGLTX charges 0.73%/yr vs 0.80%/yr for BSGLX.
Performance
BGLTX vs. BSGLX - Performance Comparison
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Returns By Period
BGLTX
- 1D
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- 1M
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- 6M
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- YTD
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- 1Y
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- 3Y*
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- 5Y*
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- 10Y*
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BSGLX
- 1D
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- 1M
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- 6M
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- YTD
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- 1Y
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- 3Y*
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- 5Y*
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- 10Y*
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BGLTX vs. BSGLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% | 24.59% |
BSGLX Baillie Gifford Long Term Global Growth Fund Class I | -11.43% | 16.26% | 24.92% | 36.43% | -46.11% | 2.37% | 101.90% | 33.40% | -1.42% | 24.21% |
Correlation
The correlation between BGLTX and BSGLX is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 1.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.99 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.92 |
Correlation (All Time) Calculated using the full available price history since Apr 28, 2017 | 0.94 |
The correlation between BGLTX and BSGLX has been stable across timeframes, ranging from 0.92 to 1.00 - a consistent structural relationship.
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Return for Risk
BGLTX vs. BSGLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford Long Term Global Growth Fund (BGLTX) and Baillie Gifford Long Term Global Growth Fund Class I (BSGLX). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Drawdowns
BGLTX vs. BSGLX - Drawdown Comparison
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Volatility
BGLTX vs. BSGLX - Volatility Comparison
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BGLTX vs. BSGLX - Expense Ratio Comparison
BGLTX has a 0.73% expense ratio, which is lower than BSGLX's 0.80% expense ratio.
Dividends
BGLTX vs. BSGLX - Dividend Comparison
Neither BGLTX nor BSGLX has paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
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% |
BSGLX Baillie Gifford Long Term Global Growth Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% | 3.85% | 5.17% | 8.40% | 0.15% | 10.07% |
Frequently Asked Questions
With a correlation of 1.00, BGLTX and BSGLX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
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