JUP.L vs. BGUK.L
JUP.L (Jupiter Fund Management plc) and BGUK.L (Baillie Gifford UK Growth Fund plc) are both stocks. Both are in the Financial Services sector — JUP.L in Asset Management, BGUK.L in Collective Investments. Over the past 10 years, JUP.L returned -2.26%/yr vs 5.81%/yr for BGUK.L. At a 0.47 correlation, their price movements are largely independent.
Performance
JUP.L vs. BGUK.L - Performance Comparison
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Returns By Period
In the year-to-date period, JUP.L achieves a 11.31% return, which is significantly higher than BGUK.L's 2.94% return. Over the past 10 years, JUP.L has underperformed BGUK.L with an annualized return of -2.26%, while BGUK.L has yielded a comparatively higher 5.81% annualized return.
JUP.L
- 1D
- 2.94%
- 1M
- 6.07%
- YTD
- 11.31%
- 6M
- 17.54%
- 1Y
- 94.76%
- 3Y*
- 23.36%
- 5Y*
- -2.30%
- 10Y*
- -2.26%
BGUK.L
- 1D
- 0.00%
- 1M
- -0.47%
- YTD
- 2.94%
- 6M
- 2.44%
- 1Y
- 9.91%
- 3Y*
- 10.76%
- 5Y*
- -0.44%
- 10Y*
- 5.81%
JUP.L vs. BGUK.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JUP.L Jupiter Fund Management plc | 11.31% | 91.85% | 0.89% | -25.11% | -42.29% | -2.40% | -25.86% | 50.47% | -49.66% | 51.56% |
BGUK.L Baillie Gifford UK Growth Fund plc | 2.94% | 17.54% | 11.15% | 2.25% | -29.88% | 8.18% | 12.73% | 28.68% | -5.18% | 9.73% |
Correlation
The correlation between JUP.L and BGUK.L is 0.53, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.53 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.53 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.52 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.46 |
Correlation (All Time) Calculated using the full available price history since Jun 17, 2010 | 0.47 |
The correlation between JUP.L and BGUK.L has been stable across timeframes, ranging from 0.46 to 0.53 - a consistent structural relationship.
Fundamentals
JUP.L:
£838.00M
BGUK.L:
£23.80M
JUP.L:
£760.80M
BGUK.L:
£24.70M
JUP.L:
£242.30M
BGUK.L:
-£21.08M
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Return for Risk
JUP.L vs. BGUK.L — Risk / Return Rank
JUP.L
BGUK.L
JUP.L vs. BGUK.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Jupiter Fund Management plc (JUP.L) and Baillie Gifford UK Growth Fund plc (BGUK.L). 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.
| JUP.L | BGUK.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.34 | ||
| Sortino ratioReturn per unit of downside risk | +3.03 | ||
| Omega ratioGain probability vs. loss probability | 1.50 | 1.13 | +0.37 |
| Calmar ratioReturn relative to maximum drawdown | 4.94 | 0.77 | +4.17 |
| Martin ratioReturn relative to average drawdown | 12.08 | 2.58 | +9.50 |
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
| JUP.L | BGUK.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.00 | 0.67 | +2.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.06 | -0.02 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.07 | 0.28 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 0.24 | -0.07 |
Drawdowns
JUP.L vs. BGUK.L - Drawdown Comparison
The maximum JUP.L drawdown since its inception was -81.45%, which is greater than BGUK.L's maximum drawdown of -60.77%. Use the drawdown chart below to compare losses from any high point for JUP.L and BGUK.L.
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Drawdown Indicators
| JUP.L | BGUK.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.45% | -60.77% | -20.68% |
Max Drawdown (1Y)Largest decline over 1 year | -19.36% | -12.80% | -6.56% |
Max Drawdown (3Y)Largest decline over 3 years | -32.20% | -19.34% | -12.86% |
Max Drawdown (5Y)Largest decline over 5 years | -69.90% | -43.21% | -26.69% |
Max Drawdown (10Y)Largest decline over 10 years | -81.45% | -43.69% | -37.76% |
Current DrawdownCurrent decline from peak | -49.20% | -8.49% | -40.71% |
Average DrawdownAverage peak-to-trough decline | -33.94% | -17.03% | -16.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.94% | 3.83% | +4.11% |
Volatility
JUP.L vs. BGUK.L - Volatility Comparison
Jupiter Fund Management plc (JUP.L) has a higher volatility of 8.19% compared to Baillie Gifford UK Growth Fund plc (BGUK.L) at 5.61%. This indicates that JUP.L's price experiences larger fluctuations and is considered to be riskier than BGUK.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JUP.L | BGUK.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.19% | 5.61% | +2.58% |
Volatility (6M)Calculated over the trailing 6-month period | 23.01% | 12.21% | +10.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.86% | 14.77% | +17.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.49% | 19.68% | +16.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.17% | 20.94% | +13.23% |
Dividends
JUP.L vs. BGUK.L - Dividend Comparison
JUP.L's dividend yield for the trailing twelve months is around 6.02%, more than BGUK.L's 2.71% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGUK.L Baillie Gifford UK Growth Fund plc | 2.71% | 2.79% | 3.14% | 2.17% | 2.36% | 1.00% | 1.37% | 2.18% | 3.69% | 3.05% | 3.12% | 3.85% |
JUP.L Jupiter Fund Management plc | 6.02% | 2.71% | 7.61% | 7.39% | 12.88% | 7.84% | 6.06% | 6.96% | 11.42% | 4.69% | 5.86% | 5.53% |
Financials
JUP.L vs. BGUK.L - Financials Comparison
This section allows you to compare key financial metrics between Jupiter Fund Management plc and Baillie Gifford UK Growth Fund plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
JUP.L and BGUK.L have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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