Baillie Gifford Financial Statements From 2010 to 2024
| BGATX Fund | USD 18.90 0.19 1.02% |
Check Baillie Gifford financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Baillie Gifford's main balance sheet or income statement drivers, such as , as well as many indicators such as . Baillie financial statements analysis is a perfect complement when working with Baillie Gifford Valuation or Volatility modules.
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Baillie Gifford Global Mutual Fund Three Year Return Analysis
Baillie Gifford's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Baillie Gifford Three Year Return | 0.79 % |
Most of Baillie Gifford's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Baillie Gifford Global is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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Based on the latest financial disclosure, Baillie Gifford Global has a Three Year Return of 0.79%. This is much higher than that of the Baillie Gifford Funds family and significantly higher than that of the World Large-Stock Growth category. The three year return for all United States funds is notably lower than that of the firm.
Baillie Gifford Global Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Baillie Gifford's current stock value. Our valuation model uses many indicators to compare Baillie Gifford value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Baillie Gifford competition to find correlations between indicators driving Baillie Gifford's intrinsic value. More Info.Baillie Gifford Global is fourth largest fund in annual yield among similar funds. It is the top fund in year to date return among similar funds creating about 1,908 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Baillie Gifford's earnings, one of the primary drivers of an investment's value.About Baillie Gifford Financial Statements
Baillie Gifford investors use historical fundamental indicators, such as Baillie Gifford's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Baillie Gifford. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities. It invests predominantly in a diversified portfolio of securities issued by companies located in countries represented in the MSCI ACWI Index. The fund invests in a range of companies globally. It ordinarily invests in securities of issuers located in at least three different countries.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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