BGLTX vs. MOAT

In the year-to-date period, BGLTX achieves a 8.43% return, which is significantly higher than MOAT's -3.34% return. Over the past 10 years, BGLTX has outperformed MOAT with an annualized return of 15.25%, while MOAT has yielded a comparatively lower 12.64% annualized return.

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BGLTX has a 0.73% expense ratio, which is higher than MOAT's 0.48% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford Long Term Global Growth Fund (BGLTX) and VanEck Vectors Morningstar Wide Moat ETF (MOAT). 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.

The current BGLTX Sharpe Ratio is 0.77, which is higher than the MOAT Sharpe Ratio of 0.32. The chart below compares the historical Sharpe Ratios of BGLTX and MOAT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BGLTX has not paid dividends to shareholders, while MOAT's dividend yield for the trailing twelve months is around 1.41%.

The maximum BGLTX drawdown since its inception was -56.56%, which is greater than MOAT's maximum drawdown of -33.31%. Use the drawdown chart below to compare losses from any high point for BGLTX and MOAT.

The current volatility for Baillie Gifford Long Term Global Growth Fund (BGLTX) is 5.40%, while VanEck Vectors Morningstar Wide Moat ETF (MOAT) has a volatility of 6.22%. This indicates that BGLTX experiences smaller price fluctuations and is considered to be less risky than MOAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.