BSGLX vs. FBGX
Compare and contrast key facts about Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) and UBS AG FI Enhanced Large Cap Growth ETN (FBGX).
BSGLX is managed by Baillie Gifford Funds. FBGX is a passively managed fund by UBS that tracks the performance of the Russell 1000 Growth Index (200%). It was launched on Jun 11, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSGLX or FBGX.
Key characteristics
| BSGLX | FBGX | |
|---|---|---|
| YTD Return | 4.58% | 9.52% |
| 1Y Return | 28.07% | 58.60% |
| 3Y Return (Ann) | -8.92% | 6.32% |
| 5Y Return (Ann) | 11.62% | 22.74% |
| Sharpe Ratio | 1.22 | 1.90 |
| Daily Std Dev | 21.50% | 29.36% |
| Max Drawdown | -56.63% | -59.88% |
| Current Drawdown | -33.38% | -14.22% |
Correlation
The correlation between BSGLX and FBGX is 0.82, 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.
Performance
BSGLX vs. FBGX - Performance Comparison
In the year-to-date period, BSGLX achieves a 4.58% return, which is significantly lower than FBGX's 9.52% 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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BSGLX vs. FBGX - Expense Ratio Comparison
BSGLX has a 0.80% expense ratio, which is lower than FBGX's 1.29% expense ratio.
Risk-Adjusted Performance
BSGLX vs. FBGX - 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 UBS AG FI Enhanced Large Cap Growth ETN (FBGX). 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. FBGX - Dividend Comparison
Neither BSGLX nor FBGX 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% |
FBGX UBS AG FI Enhanced Large Cap Growth ETN | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BSGLX vs. FBGX - Drawdown Comparison
The maximum BSGLX drawdown since its inception was -56.63%, smaller than the maximum FBGX drawdown of -59.88%. Use the drawdown chart below to compare losses from any high point for BSGLX and FBGX. For additional features, visit the drawdowns tool.
Volatility
BSGLX vs. FBGX - Volatility Comparison
The current volatility for Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) is 6.69%, while UBS AG FI Enhanced Large Cap Growth ETN (FBGX) has a volatility of 10.20%. This indicates that BSGLX experiences smaller price fluctuations and is considered to be less risky than FBGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.