Baillie Gifford Financial Statements From 2010 to 2024
| BGCJX Fund | USD 15.08 0.14 0.94% |
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 Eafe Mutual Fund Five Year Return Analysis
Baillie Gifford's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Baillie Gifford Five Year Return | 0.08 % |
Most of Baillie Gifford's fundamental indicators, such as Five 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 Eafe is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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According to the company disclosure, Baillie Gifford Eafe has a Five Year Return of 0.0801%. This is much higher than that of the Baillie Gifford Funds family and significantly higher than that of the Foreign Large Growth category. The five year return for all United States funds is notably lower than that of the firm.
Baillie Gifford Eafe 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 Eafe is the top fund in year to date return among similar funds. It also is the top fund in one year return among similar funds reporting about 3.50 of One Year Return per Year To Date Return. 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 common stocks and other equity securities of companies whose principal activities are in Europe, Australasia andor the Far East. It invests in equity securities either directly or indirectly, such as through depositary receipts, and may invest in preferred stocks, convertible securities and warrants. The fund is not constrained with respect to market capitalization and may participate in initial public offerings and in securities offerings that are not registered in the U.S.
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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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