BGUK.L vs. AGNC
BGUK.L (Baillie Gifford UK Growth Fund plc) and AGNC (AGNC Investment Corp.) are both stocks. BGUK.L operates in Collective Investments (Financial Services), while AGNC operates in REIT - Mortgage (Real Estate). Over the past 10 years, BGUK.L returned 5.78%/yr vs 7.11%/yr for AGNC. At a 0.15 correlation, their price movements are largely independent.
Performance
BGUK.L vs. AGNC - Performance Comparison
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Different Trading Currencies
BGUK.L is traded in GBp, while AGNC is traded in USD. To make them comparable, the AGNC values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, BGUK.L achieves a 2.94% return, which is significantly higher than AGNC's 1.28% return. Over the past 10 years, BGUK.L has underperformed AGNC with an annualized return of 5.78%, while AGNC has yielded a comparatively higher 7.11% annualized return.
BGUK.L
- 1D
- 0.00%
- 1M
- -0.47%
- YTD
- 2.94%
- 6M
- 2.44%
- 1Y
- 9.91%
- 3Y*
- 10.74%
- 5Y*
- -0.44%
- 10Y*
- 5.78%
AGNC
- 1D
- -0.55%
- 1M
- -2.85%
- YTD
- 1.28%
- 6M
- 2.29%
- 1Y
- 31.70%
- 3Y*
- 15.13%
- 5Y*
- 2.77%
- 10Y*
- 7.11%
BGUK.L vs. AGNC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BGUK.L Baillie Gifford UK Growth Fund plc | 2.94% | 17.54% | 11.15% | 2.25% | -29.88% | 8.18% | 12.73% | 28.68% | -5.18% | 9.73% |
AGNC AGNC Investment Corp. | 1.28% | 25.31% | 10.80% | 4.63% | -12.34% | 6.19% | -4.67% | 9.00% | 3.32% | 13.03% |
Correlation
The correlation between BGUK.L and AGNC is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.21 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since May 16, 2008 | 0.15 |
Fundamentals
BGUK.L:
£23.80M
AGNC:
$2.33B
BGUK.L:
£24.70M
AGNC:
$2.30B
BGUK.L:
-£21.08M
AGNC:
$3.72B
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Return for Risk
BGUK.L vs. AGNC — Risk / Return Rank
BGUK.L
AGNC
BGUK.L vs. AGNC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford UK Growth Fund plc (BGUK.L) and AGNC Investment Corp. (AGNC). 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.
| BGUK.L | AGNC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.09 | ||
| Sortino ratioReturn per unit of downside risk | -1.34 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.30 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 0.77 | 1.95 | -1.18 |
| Martin ratioReturn relative to average drawdown | 2.58 | 5.79 | -3.21 |
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
| BGUK.L | AGNC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 1.75 | -1.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | 0.11 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | 0.28 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.52 | -0.27 |
Drawdowns
BGUK.L vs. AGNC - Drawdown Comparison
The maximum BGUK.L drawdown since its inception was -62.23%, which is greater than AGNC's maximum drawdown of -48.65%. Use the drawdown chart below to compare losses from any high point for BGUK.L and AGNC.
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Drawdown Indicators
| BGUK.L | AGNC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.23% | -48.65% | -13.58% |
Max Drawdown (1Y)Largest decline over 1 year | -12.80% | -16.36% | +3.56% |
Max Drawdown (3Y)Largest decline over 3 years | -19.34% | -28.89% | +9.55% |
Max Drawdown (5Y)Largest decline over 5 years | -43.21% | -41.88% | -1.33% |
Max Drawdown (10Y)Largest decline over 10 years | -43.69% | -48.65% | +4.96% |
Current DrawdownCurrent decline from peak | -8.49% | -9.64% | +1.15% |
Average DrawdownAverage peak-to-trough decline | -15.32% | -12.26% | -3.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.84% | 5.49% | -1.65% |
Volatility
BGUK.L vs. AGNC - Volatility Comparison
Baillie Gifford UK Growth Fund plc (BGUK.L) has a higher volatility of 5.26% compared to AGNC Investment Corp. (AGNC) at 4.31%. This indicates that BGUK.L's price experiences larger fluctuations and is considered to be riskier than AGNC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BGUK.L | AGNC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.26% | 4.31% | +0.95% |
Volatility (6M)Calculated over the trailing 6-month period | 12.20% | 14.76% | -2.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.76% | 18.16% | -3.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.68% | 24.60% | -4.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.95% | 25.03% | -4.08% |
Dividends
BGUK.L vs. AGNC - Dividend Comparison
BGUK.L's dividend yield for the trailing twelve months is around 2.71%, less than AGNC's 14.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGNC AGNC Investment Corp. | 14.16% | 13.43% | 15.64% | 14.68% | 13.91% | 9.57% | 10.00% | 11.31% | 12.31% | 10.70% | 12.69% | 14.30% |
BGUK.L Baillie Gifford UK Growth Fund plc | 2.71% | 2.79% | 3.14% | 2.17% | 2.36% | 1.00% | 1.37% | 2.18% | 3.69% | 3.05% | 3.12% | 3.21% |
Financials
BGUK.L vs. AGNC - Financials Comparison
This section allows you to compare key financial metrics between Baillie Gifford UK Growth Fund plc and AGNC Investment Corp.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
BGUK.L and AGNC have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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