BGLTX vs. CSUAX
Compare and contrast key facts about Baillie Gifford Long Term Global Growth Fund (BGLTX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX).
BGLTX is managed by Baillie Gifford Funds. It was launched on Jun 9, 2014. CSUAX is a passively managed fund by Cohen & Steers that tracks the performance of the FTSE Global Core Infrastructure 50/50 Index. It was launched on Aug 28, 2017.
Performance
BGLTX vs. CSUAX - Performance Comparison
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BGLTX vs. CSUAX - 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% | 54.04% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 8.35% | 14.30% | 8.30% | 2.09% | -5.20% | 16.24% | -1.65% | 24.26% | -5.83% | 17.99% |
Returns By Period
In the year-to-date period, BGLTX achieves a -19.19% return, which is significantly lower than CSUAX's 8.35% return. Over the past 10 years, BGLTX has outperformed CSUAX with an annualized return of 13.92%, while CSUAX has yielded a comparatively lower 7.48% annualized return.
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%
CSUAX
- 1D
- 0.34%
- 1M
- -4.38%
- YTD
- 8.35%
- 6M
- 8.97%
- 1Y
- 17.98%
- 3Y*
- 10.78%
- 5Y*
- 7.79%
- 10Y*
- 7.48%
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BGLTX vs. CSUAX - Expense Ratio Comparison
BGLTX has a 0.73% expense ratio, which is lower than CSUAX's 1.22% expense ratio.
Return for Risk
BGLTX vs. CSUAX — Risk / Return Rank
BGLTX
CSUAX
BGLTX vs. CSUAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford Long Term Global Growth Fund (BGLTX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX). 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 | CSUAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.07 | 1.63 | -1.70 |
Sortino ratioReturn per unit of downside risk | 0.08 | 2.17 | -2.09 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.32 | -0.31 |
Calmar ratioReturn relative to maximum drawdown | -0.16 | 2.36 | -2.53 |
Martin ratioReturn relative to average drawdown | -0.49 | 10.32 | -10.80 |
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 | CSUAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.07 | 1.63 | -1.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | 0.61 | -0.64 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.50 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.55 | -0.29 |
Correlation
The correlation between BGLTX and CSUAX is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BGLTX vs. CSUAX - Dividend Comparison
BGLTX has not paid dividends to shareholders, while CSUAX's dividend yield for the trailing twelve months is around 7.46%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 7.46% | 8.09% | 2.23% | 2.17% | 3.55% | 2.95% | 1.30% | 1.52% | 2.08% | 5.00% | 2.04% | 6.20% |
Drawdowns
BGLTX vs. CSUAX - Drawdown Comparison
The maximum BGLTX drawdown since its inception was -70.17%, which is greater than CSUAX's maximum drawdown of -52.20%. Use the drawdown chart below to compare losses from any high point for BGLTX and CSUAX.
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Drawdown Indicators
| BGLTX | CSUAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.17% | -52.20% | -17.97% |
Max Drawdown (1Y)Largest decline over 1 year | -25.64% | -7.98% | -17.66% |
Max Drawdown (5Y)Largest decline over 5 years | -70.17% | -20.45% | -49.72% |
Max Drawdown (10Y)Largest decline over 10 years | -70.17% | -35.05% | -35.12% |
Current DrawdownCurrent decline from peak | -25.64% | -4.38% | -21.26% |
Average DrawdownAverage peak-to-trough decline | -16.00% | -8.49% | -7.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.60% | 1.83% | +6.77% |
Volatility
BGLTX vs. CSUAX - Volatility Comparison
Baillie Gifford Long Term Global Growth Fund (BGLTX) has a higher volatility of 7.54% compared to Cohen & Steers Global Infrastructure Fund Class A (CSUAX) at 3.26%. This indicates that BGLTX's price experiences larger fluctuations and is considered to be riskier than CSUAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BGLTX | CSUAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.54% | 3.26% | +4.28% |
Volatility (6M)Calculated over the trailing 6-month period | 16.31% | 6.89% | +9.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.19% | 11.48% | +13.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 67.82% | 12.89% | +54.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 51.00% | 14.89% | +36.11% |