BSGLX vs. BGLTX
Compare and contrast key facts about Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) and Baillie Gifford Long Term Global Growth Fund (BGLTX).
BSGLX is managed by Baillie Gifford Funds. BGLTX is managed by Baillie Gifford Funds. It was launched on Jun 9, 2014.
Performance
BSGLX vs. BGLTX - Performance Comparison
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BSGLX vs. BGLTX - 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% |
BGLTX Baillie Gifford Long Term Global Growth Fund | -19.19% | 16.38% | 25.03% | 36.61% | -46.09% | 2.47% | 102.05% | 33.53% | -1.37% | 24.14% |
Returns By Period
The year-to-date returns for both investments are quite close, with BSGLX having a -19.24% return and BGLTX slightly higher at -19.19%.
BSGLX
- 1D
- -0.93%
- 1M
- -9.96%
- YTD
- -19.24%
- 6M
- -24.40%
- 1Y
- -0.45%
- 3Y*
- 10.41%
- 5Y*
- -2.06%
- 10Y*
- —
BGLTX
- 1D
- -0.92%
- 1M
- -9.92%
- YTD
- -19.19%
- 6M
- -24.34%
- 1Y
- -0.32%
- 3Y*
- 10.54%
- 5Y*
- -1.96%
- 10Y*
- 13.92%
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BSGLX vs. BGLTX - Expense Ratio Comparison
BSGLX has a 0.80% expense ratio, which is higher than BGLTX's 0.73% expense ratio.
Return for Risk
BSGLX vs. BGLTX — Risk / Return Rank
BSGLX
BGLTX
BSGLX vs. BGLTX - 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 Baillie Gifford Long Term Global Growth Fund (BGLTX). 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 | BGLTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.07 | -0.07 | 0.00 |
Sortino ratioReturn per unit of downside risk | 0.08 | 0.08 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.01 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | -0.17 | -0.16 | -0.01 |
Martin ratioReturn relative to average drawdown | -0.50 | -0.49 | -0.02 |
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 | BGLTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.07 | -0.07 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.07 | -0.03 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.27 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.26 | +0.19 |
Correlation
The correlation between BSGLX and BGLTX is 0.94, 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. BGLTX - Dividend Comparison
Neither BSGLX nor BGLTX has paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
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% |
BGLTX Baillie Gifford Long Term Global Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 3.84% | 5.15% | 8.39% | 0.15% | 10.07% |
Drawdowns
BSGLX vs. BGLTX - Drawdown Comparison
The maximum BSGLX drawdown since its inception was -56.23%, smaller than the maximum BGLTX drawdown of -70.17%. Use the drawdown chart below to compare losses from any high point for BSGLX and BGLTX.
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Drawdown Indicators
| BSGLX | BGLTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.23% | -70.17% | +13.94% |
Max Drawdown (1Y)Largest decline over 1 year | -25.69% | -25.64% | -0.05% |
Max Drawdown (5Y)Largest decline over 5 years | -56.21% | -70.17% | +13.96% |
Max Drawdown (10Y)Largest decline over 10 years | — | -70.17% | — |
Current DrawdownCurrent decline from peak | -25.69% | -25.64% | -0.05% |
Average DrawdownAverage peak-to-trough decline | -17.83% | -16.00% | -1.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.62% | 8.60% | +0.02% |
Volatility
BSGLX vs. BGLTX - Volatility Comparison
Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) and Baillie Gifford Long Term Global Growth Fund (BGLTX) have volatilities of 7.55% and 7.54%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSGLX | BGLTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.55% | 7.54% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 16.32% | 16.31% | +0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.54% | 25.19% | +0.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.84% | 67.82% | -37.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.13% | 51.00% | -22.87% |