BSGLX vs. BRK-B

Last updated Jul 14, 2026

BSGLX (Baillie Gifford Long Term Global Growth Fund Class I) is Large Cap Growth Equities fund managed by Baillie Gifford Funds, while BRK-B (Berkshire Hathaway Inc.) is a stock. At a 0.32 correlation, their price movements are largely independent.

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.

Returns By Period

BSGLX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BRK-B

• 1D: 0.64%
• 1M: 1.55%
• 6M: -0.36%
• YTD: -1.15%
• 1Y: 4.41%
• 3Y*: 13.36%
• 5Y*: 12.29%
• 10Y*: 13.03%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BSGLX vs. BRK-B - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BSGLX Baillie Gifford Long Term Global Growth Fund Class I	-11.43%	16.26%	24.92%	36.43%	-46.11%	2.37%	101.90%	33.40%	-1.42%	24.21%
BRK-B Berkshire Hathaway Inc.	-1.15%	10.89%	27.09%	15.46%	3.31%	28.95%	2.37%	10.93%	3.01%	19.02%

Correlation

The correlation between BSGLX and BRK-B is -0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.06
Correlation (3Y) Calculated over the trailing 3-year period	0.15
Correlation (5Y) Calculated over the trailing 5-year period	0.26
Correlation (All Time) Calculated using the full available price history since Apr 28, 2017	0.32

The correlation between BSGLX and BRK-B shifts across timeframes, from -0.06 (1 year) to 0.32 (all time), reflecting how their relationship changes across market environments.

Return for Risk

BSGLX vs. BRK-B — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BSGLX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

BRK-B

BRK-B Risk / Return Rank: 53
BRK-B Sharpe Ratio Rank: 57
BRK-B Sortino Ratio Rank: 47
BRK-B Omega Ratio Rank: 47
BRK-B Calmar Ratio Rank: 57
BRK-B Martin Ratio Rank: 57

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BSGLX vs. BRK-B - 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 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BSGLX	BRK-B	Difference
Sharpe ratio: Return per unit of total volatility	—	0.31	—
Sortino ratio: Return per unit of downside risk	—	0.52	—
Omega ratio: Gain probability vs. loss probability	—	1.06	—
Calmar ratio: Return relative to maximum drawdown	—	0.47	—
Martin ratio: Return relative to average drawdown	—	0.99	—

Drawdowns

Drawdown Indicators

	BSGLX	BRK-B	Difference
Max Drawdown Largest peak-to-trough decline	—	-53.86%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-9.42%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-14.95%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-26.58%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-29.57%	—
Current Drawdown Current decline from peak	—	-7.96%	—
Average Drawdown Average peak-to-trough decline	—	-11.06%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.45%	—

Volatility

Volatility by Period

	BSGLX	BRK-B	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.39%	—
Volatility (6M) Calculated over the trailing 6-month period	—	10.97%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	14.54%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	17.11%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	19.40%	—

Dividends

BSGLX vs. BRK-B - Dividend Comparison

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

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
BRK-B Berkshire Hathaway Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
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%

Frequently Asked Questions

Can I hold both BSGLX and BRK-B in my portfolio?

BSGLX and BRK-B have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.