BSGLX vs. ADX
Compare and contrast key facts about Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) and Adams Diversified Equity Fund, Inc. (ADX).
BSGLX is managed by Baillie Gifford Funds. ADX is managed by Adams Funds. It was launched on Jan 2, 1990.
Performance
BSGLX vs. ADX - Performance Comparison
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BSGLX vs. ADX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSGLX Baillie Gifford Long Term Global Growth Fund Class I | -19.24% | 16.26% | 24.92% | 36.43% | -46.11% | 2.37% | 101.90% | 33.40% | -1.42% | 24.21% |
ADX Adams Diversified Equity Fund, Inc. | -4.23% | 26.03% | 28.31% | 31.49% | -19.82% | 29.69% | 17.28% | 36.75% | -3.58% | 16.81% |
Returns By Period
In the year-to-date period, BSGLX achieves a -19.24% return, which is significantly lower than ADX's -4.23% return.
BSGLX
- 1D
- -0.93%
- 1M
- -9.96%
- YTD
- -19.24%
- 6M
- -24.40%
- 1Y
- -0.45%
- 3Y*
- 10.41%
- 5Y*
- -2.06%
- 10Y*
- —
ADX
- 1D
- 4.04%
- 1M
- -5.48%
- YTD
- -4.23%
- 6M
- 2.17%
- 1Y
- 25.55%
- 3Y*
- 23.81%
- 5Y*
- 14.65%
- 10Y*
- 16.41%
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BSGLX vs. ADX - Expense Ratio Comparison
BSGLX has a 0.80% expense ratio, which is higher than ADX's 0.59% expense ratio.
Return for Risk
BSGLX vs. ADX — Risk / Return Rank
BSGLX
ADX
BSGLX vs. ADX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) and Adams Diversified Equity Fund, Inc. (ADX). 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.
| BSGLX | ADX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.07 | 1.38 | -1.45 |
Sortino ratioReturn per unit of downside risk | 0.08 | 2.06 | -1.98 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.29 | -0.28 |
Calmar ratioReturn relative to maximum drawdown | -0.17 | 2.33 | -2.50 |
Martin ratioReturn relative to average drawdown | -0.50 | 10.84 | -11.34 |
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
| BSGLX | ADX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.07 | 1.38 | -1.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.07 | 0.86 | -0.93 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.92 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.09 | +0.36 |
Correlation
The correlation between BSGLX and ADX is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BSGLX vs. ADX - Dividend Comparison
BSGLX has not paid dividends to shareholders, while ADX's dividend yield for the trailing twelve months is around 8.45%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSGLX Baillie Gifford Long Term Global Growth Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% | 3.85% | 5.17% | 8.40% | 0.15% | 10.07% | 0.00% | 0.00% | 0.00% |
ADX Adams Diversified Equity Fund, Inc. | 8.45% | 7.93% | 12.38% | 7.34% | 7.36% | 15.35% | 6.54% | 9.00% | 15.85% | 9.18% | 7.79% | 7.17% |
Drawdowns
BSGLX vs. ADX - Drawdown Comparison
The maximum BSGLX drawdown since its inception was -56.23%, smaller than the maximum ADX drawdown of -71.60%. Use the drawdown chart below to compare losses from any high point for BSGLX and ADX.
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Drawdown Indicators
| BSGLX | ADX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.23% | -71.60% | +15.37% |
Max Drawdown (1Y)Largest decline over 1 year | -25.69% | -11.12% | -14.57% |
Max Drawdown (5Y)Largest decline over 5 years | -56.21% | -25.07% | -31.14% |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.17% | — |
Current DrawdownCurrent decline from peak | -25.69% | -6.53% | -19.16% |
Average DrawdownAverage peak-to-trough decline | -17.83% | -23.22% | +5.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.62% | 2.39% | +6.23% |
Volatility
BSGLX vs. ADX - Volatility Comparison
Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) has a higher volatility of 7.55% compared to Adams Diversified Equity Fund, Inc. (ADX) at 6.18%. This indicates that BSGLX's price experiences larger fluctuations and is considered to be riskier than ADX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSGLX | ADX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.55% | 6.18% | +1.37% |
Volatility (6M)Calculated over the trailing 6-month period | 16.32% | 10.53% | +5.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.54% | 18.63% | +6.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.84% | 17.20% | +12.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.13% | 17.95% | +10.18% |