BGLTX vs. BSGLX
Compare and contrast key facts about Baillie Gifford Long Term Global Growth Fund (BGLTX) and Baillie Gifford Long Term Global Growth Fund Class I (BSGLX).
BGLTX is managed by Baillie Gifford Funds. It was launched on Jun 9, 2014. BSGLX is managed by Baillie Gifford Funds.
Performance
BGLTX vs. BSGLX - Performance Comparison
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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 | -19.19% | 16.38% | 25.03% | 36.61% | -46.09% | 2.47% | 102.05% | 33.53% | -1.37% | 24.14% |
BSGLX Baillie Gifford Long Term Global Growth Fund Class I | -19.24% | 16.26% | 24.92% | 36.43% | -46.11% | 2.37% | 101.90% | 33.40% | -1.42% | 24.21% |
Returns By Period
The year-to-date returns for both stocks are quite close, with BGLTX having a -19.19% return and BSGLX slightly lower at -19.24%.
BGLTX
- 1D
- -0.92%
- 1M
- -9.92%
- YTD
- -19.19%
- 6M
- -24.34%
- 1Y
- -0.32%
- 3Y*
- 10.54%
- 5Y*
- -1.96%
- 10Y*
- 13.92%
BSGLX
- 1D
- -0.93%
- 1M
- -9.96%
- YTD
- -19.24%
- 6M
- -24.40%
- 1Y
- -0.45%
- 3Y*
- 10.41%
- 5Y*
- -2.06%
- 10Y*
- —
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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.
Return for Risk
BGLTX vs. BSGLX — Risk / Return Rank
BGLTX
BSGLX
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.
| BGLTX | BSGLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.07 | -0.07 | 0.00 |
Sortino ratioReturn per unit of downside risk | 0.08 | 0.08 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.01 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | -0.16 | -0.17 | +0.01 |
Martin ratioReturn relative to average drawdown | -0.49 | -0.50 | +0.02 |
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
| BGLTX | BSGLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.07 | -0.07 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | -0.07 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.45 | -0.19 |
Correlation
The correlation between BGLTX and BSGLX is 0.94, 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
BGLTX vs. BSGLX - Dividend Comparison
Neither BGLTX nor BSGLX has paid dividends to shareholders.
| 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% |
Drawdowns
BGLTX vs. BSGLX - Drawdown Comparison
The maximum BGLTX drawdown since its inception was -70.17%, which is greater than BSGLX's maximum drawdown of -56.23%. Use the drawdown chart below to compare losses from any high point for BGLTX and BSGLX.
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Drawdown Indicators
| BGLTX | BSGLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.17% | -56.23% | -13.94% |
Max Drawdown (1Y)Largest decline over 1 year | -25.64% | -25.69% | +0.05% |
Max Drawdown (5Y)Largest decline over 5 years | -70.17% | -56.21% | -13.96% |
Max Drawdown (10Y)Largest decline over 10 years | -70.17% | — | — |
Current DrawdownCurrent decline from peak | -25.64% | -25.69% | +0.05% |
Average DrawdownAverage peak-to-trough decline | -16.00% | -17.83% | +1.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.60% | 8.62% | -0.02% |
Volatility
BGLTX vs. BSGLX - Volatility Comparison
Baillie Gifford Long Term Global Growth Fund (BGLTX) and Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) have volatilities of 7.54% and 7.55%, 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
| BGLTX | BSGLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.54% | 7.55% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 16.31% | 16.32% | -0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.19% | 25.54% | -0.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 67.82% | 29.84% | +37.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 51.00% | 28.13% | +22.87% |