BGUK.L vs. JUP.L
BGUK.L (Baillie Gifford UK Growth Fund plc) and JUP.L (Jupiter Fund Management plc) are both stocks. Both are in the Financial Services sector — BGUK.L in Collective Investments, JUP.L in Asset Management. Over the past 10 years, BGUK.L returned 5.81%/yr vs -2.26%/yr for JUP.L. At a 0.47 correlation, their price movements are largely independent.
Performance
BGUK.L vs. JUP.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 JUP.L's 11.31% return. Over the past 10 years, BGUK.L has outperformed JUP.L with an annualized return of 5.81%, while JUP.L has yielded a comparatively lower -2.26% annualized return.
BGUK.L
- 1D
- 0.00%
- 1M
- -0.47%
- YTD
- 2.94%
- 6M
- 2.44%
- 1Y
- 9.91%
- 3Y*
- 10.76%
- 5Y*
- -0.44%
- 10Y*
- 5.81%
JUP.L
- 1D
- 2.94%
- 1M
- 6.07%
- YTD
- 11.31%
- 6M
- 17.54%
- 1Y
- 94.76%
- 3Y*
- 23.36%
- 5Y*
- -2.30%
- 10Y*
- -2.26%
BGUK.L vs. JUP.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% |
JUP.L Jupiter Fund Management plc | 11.31% | 91.85% | 0.89% | -25.11% | -42.29% | -2.40% | -25.86% | 50.47% | -49.66% | 51.56% |
Correlation
The correlation between BGUK.L and JUP.L is 0.53, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.53 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.53 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.52 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.46 |
Correlation (All Time) Calculated using the full available price history since Jun 17, 2010 | 0.47 |
The correlation between BGUK.L and JUP.L has been stable across timeframes, ranging from 0.46 to 0.53 - a consistent structural relationship.
Fundamentals
BGUK.L:
£23.80M
JUP.L:
£838.00M
BGUK.L:
£24.70M
JUP.L:
£760.80M
BGUK.L:
-£21.08M
JUP.L:
£242.30M
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Return for Risk
BGUK.L vs. JUP.L — Risk / Return Rank
BGUK.L
JUP.L
BGUK.L vs. JUP.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 Jupiter Fund Management plc (JUP.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 | JUP.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.34 | ||
| Sortino ratioReturn per unit of downside risk | -3.03 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.50 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | 0.77 | 4.94 | -4.17 |
| Martin ratioReturn relative to average drawdown | 2.58 | 12.08 | -9.50 |
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 | JUP.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 3.00 | -2.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | -0.06 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | -0.07 | +0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.17 | +0.07 |
Drawdowns
BGUK.L vs. JUP.L - Drawdown Comparison
The maximum BGUK.L drawdown since its inception was -60.77%, smaller than the maximum JUP.L drawdown of -81.45%. Use the drawdown chart below to compare losses from any high point for BGUK.L and JUP.L.
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Drawdown Indicators
| BGUK.L | JUP.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.77% | -81.45% | +20.68% |
Max Drawdown (1Y)Largest decline over 1 year | -12.80% | -19.36% | +6.56% |
Max Drawdown (3Y)Largest decline over 3 years | -19.34% | -32.20% | +12.86% |
Max Drawdown (5Y)Largest decline over 5 years | -43.21% | -69.90% | +26.69% |
Max Drawdown (10Y)Largest decline over 10 years | -43.69% | -81.45% | +37.76% |
Current DrawdownCurrent decline from peak | -8.49% | -49.20% | +40.71% |
Average DrawdownAverage peak-to-trough decline | -17.03% | -33.94% | +16.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.83% | 7.94% | -4.11% |
Volatility
BGUK.L vs. JUP.L - Volatility Comparison
The current volatility for Baillie Gifford UK Growth Fund plc (BGUK.L) is 5.61%, while Jupiter Fund Management plc (JUP.L) has a volatility of 8.19%. This indicates that BGUK.L experiences smaller price fluctuations and is considered to be less risky than JUP.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 | JUP.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.61% | 8.19% | -2.58% |
Volatility (6M)Calculated over the trailing 6-month period | 12.21% | 23.01% | -10.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.77% | 31.86% | -17.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.68% | 36.49% | -16.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.94% | 34.17% | -13.23% |
Dividends
BGUK.L vs. JUP.L - Dividend Comparison
BGUK.L's dividend yield for the trailing twelve months is around 2.71%, less than JUP.L's 6.02% 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% | 3.85% |
JUP.L Jupiter Fund Management plc | 6.02% | 2.71% | 7.61% | 7.39% | 12.88% | 7.84% | 6.06% | 6.96% | 11.42% | 4.69% | 5.86% | 5.53% |
Financials
BGUK.L vs. JUP.L - Financials Comparison
This section allows you to compare key financial metrics between Baillie Gifford UK Growth Fund plc and Jupiter Fund Management 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 JUP.L have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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