BSGLX vs. MSFT

In the year-to-date period, BSGLX achieves a 9.54% return, which is significantly lower than MSFT's 10.02% return.

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This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) and Microsoft Corporation (MSFT). 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 0.86, which is higher than the MSFT Sharpe Ratio of 0.48. The chart below compares the historical Sharpe Ratios of BSGLX and MSFT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BSGLX has not paid dividends to shareholders, while MSFT's dividend yield for the trailing twelve months is around 0.70%.

The maximum BSGLX drawdown since its inception was -56.63%, smaller than the maximum MSFT drawdown of -69.39%. Use the drawdown chart below to compare losses from any high point for BSGLX and MSFT.

Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) has a higher volatility of 5.42% compared to Microsoft Corporation (MSFT) at 4.60%. This indicates that BSGLX's price experiences larger fluctuations and is considered to be riskier than MSFT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.