BTLSX vs. BGLTX
Compare and contrast key facts about Baillie Gifford International Concentrated Growth Equities Fund (BTLSX) and Baillie Gifford Long Term Global Growth Fund (BGLTX).
BTLSX is managed by Baillie Gifford Funds. It was launched on Dec 13, 2017. BGLTX is managed by Baillie Gifford Funds. It was launched on Jun 9, 2014.
Performance
BTLSX vs. BGLTX - Performance Comparison
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BTLSX vs. BGLTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BTLSX Baillie Gifford International Concentrated Growth Equities Fund | -14.09% | 16.56% | 18.34% | 14.75% | -39.64% | 0.71% | -3.72% | 45.32% | -13.23% | -0.69% |
BGLTX Baillie Gifford Long Term Global Growth Fund | -19.19% | 16.38% | 25.03% | 36.61% | -46.09% | 2.47% | 102.05% | 33.53% | -1.37% | -1.48% |
Returns By Period
In the year-to-date period, BTLSX achieves a -14.09% return, which is significantly higher than BGLTX's -19.19% return.
BTLSX
- 1D
- -0.26%
- 1M
- -10.85%
- YTD
- -14.09%
- 6M
- -19.92%
- 1Y
- -2.20%
- 3Y*
- 5.38%
- 5Y*
- -3.29%
- 10Y*
- —
BGLTX
- 1D
- -0.92%
- 1M
- -9.92%
- YTD
- -19.19%
- 6M
- -24.34%
- 1Y
- -0.32%
- 3Y*
- 10.54%
- 5Y*
- -1.96%
- 10Y*
- 13.92%
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BTLSX vs. BGLTX - Expense Ratio Comparison
BTLSX has a 0.81% expense ratio, which is higher than BGLTX's 0.73% expense ratio.
Return for Risk
BTLSX vs. BGLTX — Risk / Return Rank
BTLSX
BGLTX
BTLSX vs. BGLTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford International Concentrated Growth Equities Fund (BTLSX) and Baillie Gifford Long Term Global Growth Fund (BGLTX). 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.
| BTLSX | BGLTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.18 | -0.07 | -0.11 |
Sortino ratioReturn per unit of downside risk | -0.09 | 0.08 | -0.17 |
Omega ratioGain probability vs. loss probability | 0.99 | 1.01 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | -0.28 | -0.16 | -0.11 |
Martin ratioReturn relative to average drawdown | -0.81 | -0.49 | -0.33 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BTLSX | BGLTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.18 | -0.07 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.11 | -0.03 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.27 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.00 | 0.26 | -0.27 |
Correlation
The correlation between BTLSX and BGLTX is 0.87, 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.
Dividends
BTLSX vs. BGLTX - Dividend Comparison
Neither BTLSX nor BGLTX has paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BTLSX Baillie Gifford International Concentrated Growth Equities Fund | 0.00% | 0.00% | 0.00% | 0.00% | 6.18% | 25.27% | 0.00% | 0.17% | 0.00% |
BGLTX Baillie Gifford Long Term Global Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 3.84% | 5.15% | 8.39% | 0.15% | 10.07% |
Drawdowns
BTLSX vs. BGLTX - Drawdown Comparison
The maximum BTLSX drawdown since its inception was -74.77%, which is greater than BGLTX's maximum drawdown of -70.17%. Use the drawdown chart below to compare losses from any high point for BTLSX and BGLTX.
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Drawdown Indicators
| BTLSX | BGLTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.77% | -70.17% | -4.60% |
Max Drawdown (1Y)Largest decline over 1 year | -21.66% | -25.64% | +3.98% |
Max Drawdown (5Y)Largest decline over 5 years | -55.86% | -70.17% | +14.31% |
Max Drawdown (10Y)Largest decline over 10 years | — | -70.17% | — |
Current DrawdownCurrent decline from peak | -59.34% | -25.64% | -33.70% |
Average DrawdownAverage peak-to-trough decline | -39.83% | -16.00% | -23.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.36% | 8.60% | -1.24% |
Volatility
BTLSX vs. BGLTX - Volatility Comparison
Baillie Gifford International Concentrated Growth Equities Fund (BTLSX) has a higher volatility of 8.35% compared to Baillie Gifford Long Term Global Growth Fund (BGLTX) at 7.54%. This indicates that BTLSX's price experiences larger fluctuations and is considered to be riskier than BGLTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BTLSX | BGLTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.35% | 7.54% | +0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 15.72% | 16.31% | -0.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.93% | 25.19% | -1.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.20% | 67.82% | -38.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.47% | 51.00% | -17.53% |