BGUK.L vs. BP.L
BGUK.L (Baillie Gifford UK Growth Fund plc) and BP.L (BP plc) are both stocks. BGUK.L operates in Collective Investments (Financial Services), while BP.L operates in Oil & Gas Integrated (Energy). Over the past 10 years, BGUK.L returned 5.78%/yr vs 10.02%/yr for BP.L. At a 0.38 correlation, their price movements are largely independent.
Performance
BGUK.L vs. BP.L - Performance Comparison
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Returns By Period
In the year-to-date period, BGUK.L achieves a 2.94% return, which is significantly lower than BP.L's 29.32% return. Over the past 10 years, BGUK.L has underperformed BP.L with an annualized return of 5.78%, while BP.L has yielded a comparatively higher 10.02% 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%
BP.L
- 1D
- 0.24%
- 1M
- 0.18%
- YTD
- 29.32%
- 6M
- 23.60%
- 1Y
- 60.91%
- 3Y*
- 10.78%
- 5Y*
- 17.10%
- 10Y*
- 10.02%
BGUK.L vs. BP.L - 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% |
BP.L BP plc | 29.32% | 16.65% | -11.03% | 2.65% | 50.71% | 36.34% | -41.69% | 1.09% | 0.45% | 9.53% |
Correlation
The correlation between BGUK.L and BP.L is -0.14, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.14 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Aug 21, 2006 | 0.38 |
The correlation between BGUK.L and BP.L shifts across timeframes, from -0.14 (1 year) to 0.38 (all time), reflecting how their relationship changes across market environments.
Fundamentals
BGUK.L:
£23.80M
BP.L:
£193.54B
BGUK.L:
£24.70M
BP.L:
£42.27B
BGUK.L:
-£21.08M
BP.L:
£35.50B
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Return for Risk
BGUK.L vs. BP.L — Risk / Return Rank
BGUK.L
BP.L
BGUK.L vs. BP.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford UK Growth Fund plc (BGUK.L) and BP plc (BP.L). 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 | BP.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.46 | ||
| Sortino ratioReturn per unit of downside risk | -1.48 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.36 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 0.77 | 4.28 | -3.51 |
| Martin ratioReturn relative to average drawdown | 2.58 | 12.03 | -9.45 |
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 | BP.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 2.13 | -1.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | 0.60 | -0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | 0.33 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.16 | +0.08 |
Drawdowns
BGUK.L vs. BP.L - Drawdown Comparison
The maximum BGUK.L drawdown since its inception was -62.23%, roughly equal to the maximum BP.L drawdown of -63.14%. Use the drawdown chart below to compare losses from any high point for BGUK.L and BP.L.
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Drawdown Indicators
| BGUK.L | BP.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.23% | -63.14% | +0.91% |
Max Drawdown (1Y)Largest decline over 1 year | -12.80% | -14.15% | +1.35% |
Max Drawdown (3Y)Largest decline over 3 years | -19.34% | -35.64% | +16.30% |
Max Drawdown (5Y)Largest decline over 5 years | -43.21% | -35.64% | -7.57% |
Max Drawdown (10Y)Largest decline over 10 years | -43.69% | -63.14% | +19.45% |
Current DrawdownCurrent decline from peak | -8.49% | -8.91% | +0.42% |
Average DrawdownAverage peak-to-trough decline | -15.32% | -18.30% | +2.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.84% | 5.05% | -1.21% |
Volatility
BGUK.L vs. BP.L - Volatility Comparison
The current volatility for Baillie Gifford UK Growth Fund plc (BGUK.L) is 5.26%, while BP plc (BP.L) has a volatility of 8.23%. This indicates that BGUK.L experiences smaller price fluctuations and is considered to be less risky than BP.L 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 | BP.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.26% | 8.23% | -2.97% |
Volatility (6M)Calculated over the trailing 6-month period | 12.20% | 24.30% | -12.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.76% | 28.45% | -13.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.68% | 28.61% | -8.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.95% | 30.64% | -9.69% |
Dividends
BGUK.L vs. BP.L - Dividend Comparison
BGUK.L's dividend yield for the trailing twelve months is around 2.71%, less than BP.L's 4.56% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
BP.L BP plc | 4.56% | 5.68% | 6.04% | 4.79% | 4.32% | 4.70% | 9.60% | 6.78% | 6.16% | 5.93% | 5.77% | 7.45% |
Financials
BGUK.L vs. BP.L - Financials Comparison
This section allows you to compare key financial metrics between Baillie Gifford UK Growth Fund plc and BP plc. 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 BP.L have a correlation of -0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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