BSGLX vs. SPY

In the year-to-date period, BSGLX achieves a 2.24% return, which is significantly higher than SPY's -3.42% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

BSGLX has a 0.80% expense ratio, which is higher than SPY's 0.09% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) and SPDR S&P 500 ETF (SPY). 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 0.63, which is comparable to the SPY Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of BSGLX and SPY, 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 SPY's dividend yield for the trailing twelve months is around 1.27%.

The maximum BSGLX drawdown since its inception was -58.76%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BSGLX and SPY. For additional features, visit the drawdowns tool.

Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) has a higher volatility of 8.06% compared to SPDR S&P 500 ETF (SPY) at 7.48%. This indicates that BSGLX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.