BSGLX vs. BRK-B
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.
Key characteristics
| BSGLX | BRK-B | |
|---|---|---|
| YTD Return | 9.46% | 12.40% |
| 1Y Return | 33.24% | 25.27% |
| 3Y Return (Ann) | -6.53% | 12.69% |
| 5Y Return (Ann) | 12.62% | 12.90% |
| Sharpe Ratio | 1.59 | 1.98 |
| Daily Std Dev | 21.72% | 12.15% |
| Max Drawdown | -56.63% | -53.86% |
| Current Drawdown | -30.27% | -4.67% |
Correlation
The correlation between BSGLX and BRK-B is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BSGLX vs. BRK-B - Performance Comparison
In the year-to-date period, BSGLX achieves a 9.46% return, which is significantly lower than BRK-B's 12.40% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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.
Dividends
BSGLX vs. BRK-B - Dividend Comparison
Neither BSGLX nor BRK-B has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
BSGLX Baillie Gifford Long Term Global Growth Fund Class I | 0.00% | 0.00% | 3.85% | 5.17% | 8.40% | 0.14% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BSGLX vs. BRK-B - Drawdown Comparison
The maximum BSGLX drawdown since its inception was -56.63%, 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.
Volatility
BSGLX vs. BRK-B - Volatility Comparison
Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) has a higher volatility of 7.50% compared to Berkshire Hathaway Inc. (BRK-B) at 3.31%. This indicates that BSGLX's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.