BSGLX vs. ANFFX
Compare and contrast key facts about Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) and American Funds The New Economy Fund Class F-1 (ANFFX).
BSGLX is managed by Baillie Gifford Funds. ANFFX is an actively managed fund by American Funds. It was launched on Mar 15, 2001.
Performance
BSGLX vs. ANFFX - Performance Comparison
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BSGLX vs. ANFFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSGLX Baillie Gifford Long Term Global Growth Fund Class I | -15.65% | 16.26% | 24.92% | 36.43% | -46.11% | 2.37% | 101.90% | 33.40% | -1.42% | 24.21% |
ANFFX American Funds The New Economy Fund Class F-1 | -5.56% | 30.96% | 23.52% | 29.10% | -29.69% | 11.98% | 33.43% | 26.38% | -4.41% | 18.38% |
Returns By Period
In the year-to-date period, BSGLX achieves a -15.65% return, which is significantly lower than ANFFX's -5.56% return.
BSGLX
- 1D
- 4.45%
- 1M
- -5.54%
- YTD
- -15.65%
- 6M
- -20.86%
- 1Y
- 2.89%
- 3Y*
- 12.02%
- 5Y*
- -1.71%
- 10Y*
- —
ANFFX
- 1D
- 3.22%
- 1M
- -8.17%
- YTD
- -5.56%
- 6M
- 1.11%
- 1Y
- 30.60%
- 3Y*
- 21.49%
- 5Y*
- 8.66%
- 10Y*
- 13.45%
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BSGLX vs. ANFFX - Expense Ratio Comparison
BSGLX has a 0.80% expense ratio, which is higher than ANFFX's 0.78% expense ratio.
Return for Risk
BSGLX vs. ANFFX — Risk / Return Rank
BSGLX
ANFFX
BSGLX vs. ANFFX - 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 American Funds The New Economy Fund Class F-1 (ANFFX). 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 | ANFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.15 | 1.51 | -1.36 |
Sortino ratioReturn per unit of downside risk | 0.41 | 2.16 | -1.75 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.30 | -0.25 |
Calmar ratioReturn relative to maximum drawdown | 0.10 | 2.30 | -2.20 |
Martin ratioReturn relative to average drawdown | 0.29 | 9.72 | -9.43 |
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 | ANFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.15 | 1.51 | -1.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.06 | 0.45 | -0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.71 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.48 | 0.00 |
Correlation
The correlation between BSGLX and ANFFX is 0.87, 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. ANFFX - Dividend Comparison
BSGLX has not paid dividends to shareholders, while ANFFX's dividend yield for the trailing twelve months is around 10.48%.
| 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% |
ANFFX American Funds The New Economy Fund Class F-1 | 10.48% | 9.90% | 9.56% | 3.89% | 0.00% | 7.53% | 2.45% | 7.26% | 9.84% | 8.19% | 2.13% | 6.07% |
Drawdowns
BSGLX vs. ANFFX - Drawdown Comparison
The maximum BSGLX drawdown since its inception was -56.23%, roughly equal to the maximum ANFFX drawdown of -55.37%. Use the drawdown chart below to compare losses from any high point for BSGLX and ANFFX.
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Drawdown Indicators
| BSGLX | ANFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.23% | -55.37% | -0.86% |
Max Drawdown (1Y)Largest decline over 1 year | -25.69% | -13.36% | -12.33% |
Max Drawdown (5Y)Largest decline over 5 years | -56.21% | -37.10% | -19.11% |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.10% | — |
Current DrawdownCurrent decline from peak | -22.38% | -10.56% | -11.82% |
Average DrawdownAverage peak-to-trough decline | -17.83% | -11.43% | -6.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.74% | 3.16% | +5.58% |
Volatility
BSGLX vs. ANFFX - Volatility Comparison
Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) has a higher volatility of 8.97% compared to American Funds The New Economy Fund Class F-1 (ANFFX) at 7.51%. This indicates that BSGLX's price experiences larger fluctuations and is considered to be riskier than ANFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSGLX | ANFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.97% | 7.51% | +1.46% |
Volatility (6M)Calculated over the trailing 6-month period | 16.87% | 13.55% | +3.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.88% | 20.86% | +5.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.89% | 19.21% | +10.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.17% | 18.99% | +9.18% |