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BSGLX vs. BRK-B
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

BSGLX vs. BRK-B

Last updated May 11, 2025

Compare and contrast key facts about Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) and Berkshire Hathaway Inc. (BRK-B).

BSGLX is managed by Baillie Gifford Funds.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSGLX or BRK-B.

Correlation

The correlation between BSGLX and BRK-B is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Performance

BSGLX vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

BSGLX:

0.63

BRK-B:

1.31

Sortino Ratio

BSGLX:

0.98

BRK-B:

1.87

Omega Ratio

BSGLX:

1.13

BRK-B:

1.27

Calmar Ratio

BSGLX:

0.39

BRK-B:

3.01

Martin Ratio

BSGLX:

1.91

BRK-B:

7.59

Ulcer Index

BSGLX:

8.33%

BRK-B:

3.49%

Daily Std Dev

BSGLX:

27.93%

BRK-B:

19.71%

Max Drawdown

BSGLX:

-58.76%

BRK-B:

-53.86%

Current Drawdown

BSGLX:

-25.52%

BRK-B:

-4.83%

Returns By Period

In the year-to-date period, BSGLX achieves a 2.24% return, which is significantly lower than BRK-B's 13.34% return.

BSGLX

YTD

2.24%

1M

14.98%

6M

2.55%

1Y

18.24%

5Y*

6.73%

10Y*

N/A

BRK-B

YTD

13.34%

1M

-0.40%

6M

10.86%

1Y

24.68%

5Y*

24.17%

10Y*

13.58%

*Annualized

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Risk-Adjusted Performance

BSGLX vs. BRK-B — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BSGLX
The Risk-Adjusted Performance Rank of BSGLX is 6363
Overall Rank
The Sharpe Ratio Rank of BSGLX is 6767
Sharpe Ratio Rank
The Sortino Ratio Rank of BSGLX is 6666
Sortino Ratio Rank
The Omega Ratio Rank of BSGLX is 6565
Omega Ratio Rank
The Calmar Ratio Rank of BSGLX is 5757
Calmar Ratio Rank
The Martin Ratio Rank of BSGLX is 6060
Martin Ratio Rank
BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 8989
Overall Rank
The Sharpe Ratio Rank of BRK-B is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 8484
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 8585
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9797
Calmar Ratio Rank
The Martin Ratio Rank of BRK-B is 9292
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BSGLX vs. BRK-B - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) and Berkshire Hathaway Inc. (BRK-B). 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.

The current BSGLX Sharpe Ratio is 0.63, which is lower than the BRK-B Sharpe Ratio of 1.31. The chart below compares the historical Sharpe Ratios of BSGLX and BRK-B, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Dividends

BSGLX vs. BRK-B - Dividend Comparison

Neither BSGLX nor BRK-B has paid dividends to shareholders.

Tickers have no history of dividend payments

Drawdowns

BSGLX vs. BRK-B - Drawdown Comparison

The maximum BSGLX drawdown since its inception was -58.76%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for BSGLX and BRK-B. For additional features, visit the drawdowns tool.

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Volatility

BSGLX vs. BRK-B - Volatility Comparison

Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) and Berkshire Hathaway Inc. (BRK-B) have volatilities of 8.06% and 7.81%, 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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