BTLSX vs. SIMYX
Compare and contrast key facts about Baillie Gifford International Concentrated Growth Equities Fund (BTLSX) and SEI Institutional Managed Trust Tax-Managed International Managed Volatility Fund (SIMYX).
BTLSX is managed by Baillie Gifford Funds. It was launched on Dec 13, 2017. SIMYX is managed by BlackRock. It was launched on Oct 16, 2016.
Performance
BTLSX vs. SIMYX - Performance Comparison
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BTLSX vs. SIMYX - 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% |
SIMYX SEI Institutional Managed Trust Tax-Managed International Managed Volatility Fund | 3.35% | 30.07% | 6.26% | 13.11% | -11.38% | 7.83% | -1.33% | 15.77% | -12.11% | 0.94% |
Returns By Period
In the year-to-date period, BTLSX achieves a -14.09% return, which is significantly lower than SIMYX's 3.35% return.
BTLSX
- 1D
- -0.26%
- 1M
- -10.85%
- YTD
- -14.09%
- 6M
- -19.92%
- 1Y
- -2.20%
- 3Y*
- 5.38%
- 5Y*
- -3.29%
- 10Y*
- —
SIMYX
- 1D
- 0.58%
- 1M
- -7.35%
- YTD
- 3.35%
- 6M
- 7.54%
- 1Y
- 22.67%
- 3Y*
- 15.31%
- 5Y*
- 8.60%
- 10Y*
- —
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BTLSX vs. SIMYX - Expense Ratio Comparison
BTLSX has a 0.81% expense ratio, which is lower than SIMYX's 0.86% expense ratio.
Return for Risk
BTLSX vs. SIMYX — Risk / Return Rank
BTLSX
SIMYX
BTLSX vs. SIMYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford International Concentrated Growth Equities Fund (BTLSX) and SEI Institutional Managed Trust Tax-Managed International Managed Volatility Fund (SIMYX). 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 | SIMYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.18 | 1.75 | -1.93 |
Sortino ratioReturn per unit of downside risk | -0.09 | 2.30 | -2.39 |
Omega ratioGain probability vs. loss probability | 0.99 | 1.35 | -0.36 |
Calmar ratioReturn relative to maximum drawdown | -0.28 | 2.52 | -2.79 |
Martin ratioReturn relative to average drawdown | -0.81 | 9.65 | -10.46 |
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 | SIMYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.18 | 1.75 | -1.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.11 | 0.76 | -0.88 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.00 | 0.58 | -0.58 |
Correlation
The correlation between BTLSX and SIMYX is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BTLSX vs. SIMYX - Dividend Comparison
BTLSX has not paid dividends to shareholders, while SIMYX's dividend yield for the trailing twelve months is around 3.03%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
SIMYX SEI Institutional Managed Trust Tax-Managed International Managed Volatility Fund | 3.03% | 3.13% | 5.26% | 3.62% | 3.13% | 3.41% | 1.96% | 3.09% | 3.01% | 2.74% |
Drawdowns
BTLSX vs. SIMYX - Drawdown Comparison
The maximum BTLSX drawdown since its inception was -74.77%, which is greater than SIMYX's maximum drawdown of -32.14%. Use the drawdown chart below to compare losses from any high point for BTLSX and SIMYX.
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Drawdown Indicators
| BTLSX | SIMYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.77% | -32.14% | -42.63% |
Max Drawdown (1Y)Largest decline over 1 year | -21.66% | -8.55% | -13.11% |
Max Drawdown (5Y)Largest decline over 5 years | -55.86% | -25.06% | -30.80% |
Current DrawdownCurrent decline from peak | -59.34% | -7.35% | -51.99% |
Average DrawdownAverage peak-to-trough decline | -39.83% | -6.14% | -33.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.36% | 2.23% | +5.13% |
Volatility
BTLSX vs. SIMYX - Volatility Comparison
Baillie Gifford International Concentrated Growth Equities Fund (BTLSX) has a higher volatility of 8.35% compared to SEI Institutional Managed Trust Tax-Managed International Managed Volatility Fund (SIMYX) at 4.79%. This indicates that BTLSX's price experiences larger fluctuations and is considered to be riskier than SIMYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BTLSX | SIMYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.35% | 4.79% | +3.56% |
Volatility (6M)Calculated over the trailing 6-month period | 15.72% | 7.26% | +8.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.93% | 12.54% | +11.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.20% | 11.31% | +17.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.47% | 12.24% | +21.23% |