BTLSX vs. BSGLX
BTLSX (Baillie Gifford International Concentrated Growth Equities Fund) and BSGLX (Baillie Gifford Long Term Global Growth Fund Class I) are both mutual funds - BTLSX is a Foreign Large Cap Equities fund managed by Baillie Gifford, while BSGLX is a Large Cap Growth Equities fund managed by Baillie Gifford. Their correlation of 0.92 means they have usually moved in the same direction. BTLSX charges 0.81%/yr vs 0.80%/yr for BSGLX.
Performance
BTLSX vs. BSGLX - Performance Comparison
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Returns By Period
BTLSX
- 1D
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- 1M
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- 6M
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- YTD
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- 1Y
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- 3Y*
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- 5Y*
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- 10Y*
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- ALL TIME*
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BSGLX
- 1D
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- 1M
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- 6M
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- YTD
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- 1Y
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- 3Y*
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- 5Y*
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- 10Y*
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- ALL TIME*
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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 | -7.50% | 16.56% | 18.34% | 14.75% | -39.64% | 0.71% | 100.15% | 45.32% | -13.23% | -0.69% |
BSGLX Baillie Gifford Long Term Global Growth Fund Class I | -11.43% | 16.26% | 24.92% | 36.43% | -46.11% | 2.37% | 101.90% | 33.40% | -1.42% | -0.57% |
Correlation
The correlation between BTLSX and BSGLX is 0.87, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.87 |
Correlation (3Y) Balances recent behavior with more history. | 0.89 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.92 |
Correlation (All Time) Calculated using the full available price history since Dec 18, 2017 | 0.92 |
The correlation between BTLSX and BSGLX has been stable across timeframes, ranging from 0.87 to 0.92 - a consistent structural relationship.
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Return for Risk
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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Drawdowns
BTLSX vs. BSGLX - Drawdown Comparison
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Volatility
BTLSX vs. BSGLX - Volatility Comparison
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BTLSX vs. BSGLX - Expense Ratio Comparison
BTLSX has a 0.81% expense ratio, which is higher than BSGLX's 0.80% expense ratio.
Dividends
BTLSX vs. BSGLX - Dividend Comparison
Neither BTLSX nor BSGLX has paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
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% |
BTLSX Baillie Gifford International Concentrated Growth Equities Fund | 0.00% | 0.00% | 0.00% | 0.00% | 6.18% | 25.27% | 102.72% | 0.17% | 0.00% |
Frequently Asked Questions
BTLSX and BSGLX have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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