BGUK.L vs. RGLD
BGUK.L (Baillie Gifford UK Growth Fund plc) and RGLD (Royal Gold, Inc.) are both stocks. BGUK.L operates in Collective Investments (Financial Services), while RGLD operates in Gold (Basic Materials). Over the past 10 years, BGUK.L returned 5.81%/yr vs 14.92%/yr for RGLD. At a 0.07 correlation, their price movements are largely independent.
Performance
BGUK.L vs. RGLD - Performance Comparison
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Different Trading Currencies
BGUK.L is traded in GBp, while RGLD is traded in USD. To make them comparable, the RGLD 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 RGLD's -6.00% return. Over the past 10 years, BGUK.L has underperformed RGLD with an annualized return of 5.81%, while RGLD has yielded a comparatively higher 14.92% 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%
RGLD
- 1D
- -5.82%
- 1M
- -11.36%
- YTD
- -6.00%
- 6M
- 2.52%
- 1Y
- 15.04%
- 3Y*
- 17.45%
- 5Y*
- 13.69%
- 10Y*
- 14.92%
BGUK.L vs. RGLD - 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% |
RGLD Royal Gold, Inc. | -6.00% | 58.29% | 12.31% | 3.26% | 21.41% | 0.99% | -14.71% | 38.78% | 11.79% | 19.97% |
Correlation
The correlation between BGUK.L and RGLD is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.11 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.08 |
Correlation (All Time) Calculated using the full available price history since Jul 4, 2007 | 0.07 |
The correlation between BGUK.L and RGLD shifts across timeframes, from 0.07 (all time) to 0.19 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
BGUK.L:
£23.80M
RGLD:
$1.31B
BGUK.L:
£24.70M
RGLD:
$579.68M
BGUK.L:
-£21.08M
RGLD:
$949.59M
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Return for Risk
BGUK.L vs. RGLD — Risk / Return Rank
BGUK.L
RGLD
BGUK.L vs. RGLD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford UK Growth Fund plc (BGUK.L) and Royal Gold, Inc. (RGLD). 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 | RGLD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.27 | ||
| Sortino ratioReturn per unit of downside risk | +0.32 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.10 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 0.77 | 0.47 | +0.30 |
| Martin ratioReturn relative to average drawdown | 2.58 | 1.23 | +1.35 |
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 | RGLD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 0.40 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | 0.47 | -0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | 0.46 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.41 | -0.17 |
Drawdowns
BGUK.L vs. RGLD - Drawdown Comparison
The maximum BGUK.L drawdown since its inception was -60.77%, smaller than the maximum RGLD drawdown of -69.57%. Use the drawdown chart below to compare losses from any high point for BGUK.L and RGLD.
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Drawdown Indicators
| BGUK.L | RGLD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.77% | -69.57% | +8.80% |
Max Drawdown (1Y)Largest decline over 1 year | -12.80% | -31.82% | +19.02% |
Max Drawdown (3Y)Largest decline over 3 years | -19.34% | -31.82% | +12.48% |
Max Drawdown (5Y)Largest decline over 5 years | -43.21% | -31.82% | -11.39% |
Max Drawdown (10Y)Largest decline over 10 years | -43.69% | -48.18% | +4.49% |
Current DrawdownCurrent decline from peak | -8.49% | -31.82% | +23.33% |
Average DrawdownAverage peak-to-trough decline | -17.03% | -18.03% | +1.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.83% | 12.31% | -8.48% |
Volatility
BGUK.L vs. RGLD - Volatility Comparison
The current volatility for Baillie Gifford UK Growth Fund plc (BGUK.L) is 5.61%, while Royal Gold, Inc. (RGLD) has a volatility of 10.98%. This indicates that BGUK.L experiences smaller price fluctuations and is considered to be less risky than RGLD 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 | RGLD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.61% | 10.98% | -5.37% |
Volatility (6M)Calculated over the trailing 6-month period | 12.21% | 30.55% | -18.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.77% | 37.61% | -22.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.68% | 29.39% | -9.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.94% | 32.50% | -11.56% |
Dividends
BGUK.L vs. RGLD - Dividend Comparison
BGUK.L's dividend yield for the trailing twelve months is around 2.71%, more than RGLD's 0.90% 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% |
RGLD Royal Gold, Inc. | 0.90% | 0.81% | 1.21% | 1.24% | 1.24% | 1.14% | 1.05% | 0.87% | 1.17% | 1.17% | 1.45% | 1.81% |
Financials
BGUK.L vs. RGLD - Financials Comparison
This section allows you to compare key financial metrics between Baillie Gifford UK Growth Fund plc and Royal Gold, Inc.. 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 RGLD have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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