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 | 25.98% | 31.13% |
| 1Y Return | 38.22% | 31.09% |
| 3Y Return (Ann) | -9.19% | 18.05% |
| 5Y Return (Ann) | 11.91% | 16.35% |
| Sharpe Ratio | 1.97 | 2.23 |
| Sortino Ratio | 2.65 | 3.13 |
| Omega Ratio | 1.34 | 1.40 |
| Calmar Ratio | 0.83 | 4.22 |
| Martin Ratio | 10.71 | 11.05 |
| Ulcer Index | 3.66% | 2.90% |
| Daily Std Dev | 19.89% | 14.34% |
| Max Drawdown | -58.76% | -53.86% |
| Current Drawdown | -26.53% | -2.27% |
Correlation
The correlation between BSGLX and BRK-B is 0.36, 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 25.98% return, which is significantly lower than BRK-B's 31.13% 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.
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.
Volatility
BSGLX vs. BRK-B - Volatility Comparison
The current volatility for Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) is 5.29%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 6.60%. This indicates that BSGLX experiences smaller price fluctuations and is considered to be less risky than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.