BTLSX vs. BSGLX
Compare and contrast key facts about Baillie Gifford International Concentrated Growth Equities Fund (BTLSX) and Baillie Gifford Long Term Global Growth Fund Class I (BSGLX).
BTLSX is managed by Baillie Gifford Funds. It was launched on Dec 13, 2017. BSGLX is managed by Baillie Gifford Funds.
Performance
BTLSX vs. BSGLX - Performance Comparison
Loading graphics...
BTLSX vs. BSGLX - 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% |
BSGLX Baillie Gifford Long Term Global Growth Fund Class I | -19.24% | 16.26% | 24.92% | 36.43% | -46.11% | 2.37% | 101.90% | 33.40% | -1.42% | -1.42% |
Returns By Period
In the year-to-date period, BTLSX achieves a -14.09% return, which is significantly higher than BSGLX's -19.24% return.
BTLSX
- 1D
- -0.26%
- 1M
- -10.85%
- YTD
- -14.09%
- 6M
- -19.92%
- 1Y
- -2.20%
- 3Y*
- 5.38%
- 5Y*
- -3.29%
- 10Y*
- —
BSGLX
- 1D
- -0.93%
- 1M
- -9.96%
- YTD
- -19.24%
- 6M
- -24.40%
- 1Y
- -0.45%
- 3Y*
- 10.41%
- 5Y*
- -2.06%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BTLSX vs. BSGLX - Expense Ratio Comparison
BTLSX has a 0.81% expense ratio, which is higher than BSGLX's 0.80% expense ratio.
Return for Risk
BTLSX vs. BSGLX — Risk / Return Rank
BTLSX
BSGLX
BTLSX vs. BSGLX - 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 Class I (BSGLX). 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 | BSGLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.18 | -0.07 | -0.10 |
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 | -0.17 | -0.11 |
Martin ratioReturn relative to average drawdown | -0.81 | -0.50 | -0.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BTLSX | BSGLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.18 | -0.07 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.11 | -0.07 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.00 | 0.45 | -0.46 |
Correlation
The correlation between BTLSX and BSGLX is 0.92, 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. BSGLX - Dividend Comparison
Neither BTLSX nor BSGLX 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% |
BSGLX Baillie Gifford Long Term Global Growth Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% | 3.85% | 5.17% | 8.40% | 0.15% | 10.07% |
Drawdowns
BTLSX vs. BSGLX - Drawdown Comparison
The maximum BTLSX drawdown since its inception was -74.77%, which is greater than BSGLX's maximum drawdown of -56.23%. Use the drawdown chart below to compare losses from any high point for BTLSX and BSGLX.
Loading graphics...
Drawdown Indicators
| BTLSX | BSGLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.77% | -56.23% | -18.54% |
Max Drawdown (1Y)Largest decline over 1 year | -21.66% | -25.69% | +4.03% |
Max Drawdown (5Y)Largest decline over 5 years | -55.86% | -56.21% | +0.35% |
Current DrawdownCurrent decline from peak | -59.34% | -25.69% | -33.65% |
Average DrawdownAverage peak-to-trough decline | -39.83% | -17.83% | -22.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.36% | 8.62% | -1.26% |
Volatility
BTLSX vs. BSGLX - 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 Class I (BSGLX) at 7.55%. This indicates that BTLSX's price experiences larger fluctuations and is considered to be riskier than BSGLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BTLSX | BSGLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.35% | 7.55% | +0.80% |
Volatility (6M)Calculated over the trailing 6-month period | 15.72% | 16.32% | -0.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.93% | 25.54% | -1.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.20% | 29.84% | -0.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.47% | 28.13% | +5.34% |