Baillie Gifford Competition

BGUKX Fund

USD 5.72 0.00 0.00%

Baillie Gifford Discovery competes with Eafe Pure, Long Term, Baillie Gifford, Baillie Gifford, and Global Alpha; as well as few others. The fund is listed under Small Growth category and is part of Baillie Gifford Funds family. Analyzing Baillie Gifford competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Baillie Gifford to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Baillie Gifford Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Baillie Gifford competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
4.21	5.72	7.23

Details

Intrinsic

Valuation

Low	Real	High
3.77	5.28	6.79

Details

Baillie Gifford Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Baillie Gifford and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Baillie and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Baillie Gifford Discovery does not affect the price movement of the other competitor.

	BSGPX	BSGLX	BTLSX	BTLKX	BGAKX	BGALX	BGASX	BGATX	BGCWX	BGCSX
BSGPX		-0.57	0.6	0.6	0.11	-0.07	0.12	0.11	1.0	0.94	BSGPX
BSGLX	-0.57		0.03	0.04	0.65	0.61	0.64	0.65	-0.61	-0.65	BSGLX
BTLSX	0.6	0.03		1.0	0.54	0.36	0.54	0.54	0.61	0.51	BTLSX
BTLKX	0.6	0.04	1.0		0.54	0.36	0.54	0.54	0.6	0.5	BTLKX
BGAKX	0.11	0.65	0.54	0.54		0.76	1.0	1.0	0.09	-0.01	BGAKX
BGALX	-0.07	0.61	0.36	0.36	0.76		0.75	0.76	-0.1	-0.05	BGALX
BGASX	0.12	0.64	0.54	0.54	1.0	0.75		1.0	0.09	0.0	BGASX
BGATX	0.11	0.65	0.54	0.54	1.0	0.76	1.0		0.09	-0.01	BGATX
BGCWX	1.0	-0.61	0.61	0.6	0.09	-0.1	0.09	0.09		0.95	BGCWX
BGCSX	0.94	-0.65	0.51	0.5	-0.01	-0.05	0.0	-0.01	0.95		BGCSX
	BSGPX	BSGLX	BTLSX	BTLKX	BGAKX	BGALX	BGASX	BGATX	BGCWX	BGCSX

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High positive correlations

BGCWX	+ 1.0	BSGPX
BTLKX	+ 1.0	BTLSX
BGASX	+ 1.0	BGAKX
BGATX	+ 1.0	BGAKX
BGATX	+ 1.0	BGASX
BGCSX	+ 0.95	BGCWX

High negative correlations

BGCSX	- 0.65	BSGLX
BGCWX	- 0.61	BSGLX
BSGLX	- 0.57	BSGPX
BGCWX	- 0.1	BGALX
BGALX	- 0.07	BSGPX
BGCSX	- 0.05	BGALX

Risk-Adjusted Indicators

There is a big difference between Baillie Mutual Fund performing well and Baillie Gifford Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Baillie Gifford's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
BSGPX	0.79	(0.12)	0.00	(31.17)	0.00	0.00	1.17	(1.85)	6.85
BSGLX	0.95	0.16	0.07	(1.38)	1.25	(1.02)	1.91	(2.22)	11.25
BTLSX	0.68	(0.01)	0.00	0.31	0.00	0.00	1.28	(1.79)	6.68
BTLKX	0.70	(0.02)	0.00	0.27	0.00	0.00	1.26	(1.83)	6.82
BGAKX	0.69	(0.01)	(0.05)	(0.16)	0.98	(0.77)	1.36	(1.63)	7.34
BGALX	0.61	0.00	(0.04)	0.06	0.88	(0.63)	1.05	(1.54)	4.70
BGASX	0.69	(0.01)	(0.05)	(0.19)	0.98	(0.77)	1.34	(1.57)	7.46
BGATX	0.69	(0.01)	(0.05)	(0.18)	0.98	(0.76)	1.35	(1.62)	7.41
BGCWX	0.72	(0.13)	0.00	(3.20)	0.00	0.00	1.16	(1.74)	6.35
BGCSX	0.69	(0.11)	0.00	(1.10)	0.00	0.00	1.23	(1.46)	6.41

Unable to evaluate fundamental data of [BSGPX, BSGLX, BTLSX, BTLKX, BGAKX, BGALX, BGASX, BGATX, BGCWX, BGCSX] at this time. Please try again later

All Fundamental Data

Baillie Gifford Competitive Analysis

The better you understand Baillie Gifford competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Baillie Gifford's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Baillie Gifford's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	BGUKX	BSGPX	BSGLX	BTLSX	BTLKX	BGAKX	BGALX	BGASX	BGATX	BGCWX
	0.00 5.72 Baillie	0.08 12.62 Eafe	0.26 34.15 Long	0.26 7.72 Baillie	0.38 7.83 Baillie	0.28 18.11 Global	0.67 19.56 Baillie	0.28 18.09 Global	0.27 18.21 Baillie	0.07 14.98 Baillie
Market Volatility (90 Days Market Risk)	Somewhat reliable	Very steady	Very steady	Not too volatile	Not too volatile	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Insignificant	Very Weak	OK	Very Weak	Very Weak	Very Weak	Very Weak	Very Weak	Very Weak	Very Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Over Valued	Over Valued	Over Valued	Over Valued	Over Valued	Fairly Valued	Over Valued	Over Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Sell	Sell	Strong Sell	Strong Sell	Strong Sell	Sell	Sell	Strong Sell	Strong Sell	Sell
Net Asset	2.27 M	426.63 M	145.12 M	113.15 M	113.15 M	732.69 M	961.7 M	680.73 M	732.69 M	288.28 M
Price To Book	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	2.75
Five Year Return	N/A	0.34	14.34	10.69	10.8	7.05	N/A	6.96	7.15	0.55
One Year Return	N/A	1.36	30.88	20.85	21.03	14.69	N/A	14.64	14.74	3.33
Last Dividend Paid	N/A	0.15	N/A	N/A	N/A	0.14	0.38	0.13	0.13	0.14
Price To Earning	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	21.15
Price To Sales	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	1.7
Equity Positions Weight	100.0	99.39	98.13	98.23	100.0	100.0	N/A	98.82	100.0	100.0
Cash Position Weight	N/A	0.61	1.87	1.77	N/A	N/A	N/A	1.18	N/A	N/A
Three Year Return	N/A	-8.53	-0.94	-4.38	-4.29	-0.27	N/A	-0.36	-0.1	-7.2
Annual Yield	N/A	0.0054	N/A	N/A	N/A	0.0099	0.0085	0.0094	0.0095	N/A
Year To Date Return	N/A	2.45	27.91	19.91	20.09	12.4	N/A	12.34	12.46	1.08
Ten Year Return	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	8.25
Daily Balance Of Power	0.0	9.2 T	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	9.2 T	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)
Day Typical Price	5.72	12.62	34.15	7.72	7.83	18.11	19.56	18.09	18.21	14.98
Period Momentum Indicator	N/A	0.01	(0.09)	(0.02)	(0.03)	(0.05)	0.13	(0.05)	(0.05)	(0.01)
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.0	1.0	1.01	1.0	1.0	1.0
Day Median Price	5.72	12.62	34.15	7.72	7.83	18.11	19.56	18.09	18.21	14.98
Price Action Indicator	N/A	0.005	(0.04)	(0.01)	(0.01)	(0.03)	0.065	(0.03)	(0.03)	(0.01)
Coefficient Of Variation	1996.55	(990.72)	928.69	(16,576)	(13,641)	24065.01	4491.44	29749.35	29878.7	(904.23)
Mean Deviation	0.9563	0.7855	0.9459	0.6775	0.696	0.6937	0.6126	0.6933	0.6923	0.7207
Jensen Alpha	0.0697	(0.12)	0.1564	(0.01)	(0.02)	(0.01)	0.0023	(0.01)	(0.01)	(0.13)
Total Risk Alpha	(0.02)	(0.19)	0.0699	(0.07)	(0.08)	(0.06)	(0.04)	(0.06)	(0.06)	(0.18)
Sortino Ratio	0.0105	N/A	0.0685	N/A	N/A	(0.05)	(0.04)	(0.05)	(0.05)	N/A
Downside Variance	3.41	N/A	2.51	N/A	N/A	1.08	0.8521	1.09	1.08	N/A
Standard Deviation	1.45	1.14	1.5	1.05	1.07	1.01	0.8104	1.02	1.01	1.03
Kurtosis	5.51	4.11	6.33	4.11	4.26	4.99	2.88	5.22	5.15	3.75
Potential Upside	2.25	1.17	1.91	1.28	1.26	1.36	1.05	1.34	1.35	1.16
Treynor Ratio	(0.39)	(31.17)	(1.38)	0.3089	0.2743	(0.16)	0.0602	(0.19)	(0.18)	(3.20)
Maximum Drawdown	10.42	6.85	11.25	6.68	6.82	7.34	4.7	7.46	7.41	6.35
Variance	2.11	1.29	2.25	1.09	1.14	1.03	0.6568	1.04	1.03	1.07
Market Risk Adjusted Performance	(0.38)	(31.16)	(1.37)	0.3189	0.2843	(0.15)	0.0702	(0.18)	(0.17)	(3.19)
Risk Adjusted Performance	0.0443	(0.08)	0.0902	(0)	(0)	0.0055	0.0179	0.0049	0.0048	(0.09)
Skewness	(1.04)	0.9067	0.5821	(1.03)	(1.11)	0.2073	(1.10)	0.2261	0.2278	0.8442
Semi Deviation	1.36	N/A	1.25	N/A	N/A	0.9763	0.8833	0.9815	0.9766	N/A
Information Ratio	0.0134	(0.15)	0.0722	(0.06)	(0.06)	(0.05)	(0.04)	(0.05)	(0.05)	(0.16)
Value At Risk	(1.98)	(1.85)	(2.22)	(1.79)	(1.83)	(1.63)	(1.54)	(1.57)	(1.62)	(1.74)
Expected Short fall	(1.29)	N/A	(1.02)	N/A	N/A	(0.77)	(0.63)	(0.77)	(0.76)	N/A
Downside Deviation	1.85	N/A	1.58	N/A	N/A	1.04	0.9231	1.04	1.04	N/A
Semi Variance	1.85	N/A	1.55	N/A	N/A	0.9532	0.7803	0.9632	0.9537	N/A

Baillie Gifford Competition Performance Charts

Five steps to successful analysis of Baillie Gifford Competition

Baillie Gifford's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Baillie Gifford Discovery in relation to its competition. Baillie Gifford's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Baillie Gifford in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Baillie Gifford's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Baillie Gifford Discovery, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Baillie Gifford position

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Funds or Etfs that invest in the undervalued stocks of large-sized companies. The Large Value Funds theme has 37 constituents at this time.

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Other Information on Investing in Baillie Mutual Fund

Baillie Gifford financial ratios help investors to determine whether Baillie Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Baillie with respect to the benefits of owning Baillie Gifford security.

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