Baillie Gifford Global Fund Manager Performance Evaluation
| BGALX Fund | USD 19.89 0.03 0.15% |
The fund shows a Beta (market volatility) of 0.66, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Baillie Gifford's returns are expected to increase less than the market. However, during the bear market, the loss of holding Baillie Gifford is expected to be smaller as well.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Baillie Gifford Global are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak essential indicators, Baillie Gifford may actually be approaching a critical reversion point that can send shares even higher in December 2024.
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Baillie Gifford Relative Risk vs. Return Landscape
If you would invest 1,869 in Baillie Gifford Global on August 31, 2024 and sell it today you would earn a total of 120.00 from holding Baillie Gifford Global or generate 6.42% return on investment over 90 days. Baillie Gifford Global is currently producing 0.1017% returns and takes up 0.7694% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Baillie, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Baillie Gifford Current Valuation
Fairly Valued
Today
Please note that Baillie Gifford's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Baillie Gifford Global shows a prevailing Real Value of $19.73 per share. The current price of the fund is $19.89. We determine the value of Baillie Gifford Global from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Baillie Gifford is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Baillie Mutual Fund. However, Baillie Gifford's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 19.89 | Real 19.73 | Hype 19.89 | Naive 19.8 |
The intrinsic value of Baillie Gifford's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Baillie Gifford's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Baillie Gifford Global helps investors to forecast how Baillie mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Baillie Gifford more accurately as focusing exclusively on Baillie Gifford's fundamentals will not take into account other important factors: Baillie Gifford Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Baillie Gifford's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Baillie Gifford Global, and traders can use it to determine the average amount a Baillie Gifford's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1322
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| Cash | BGALX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.77 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Baillie Gifford is performing at about 10% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Baillie Gifford by adding it to a well-diversified portfolio.
Baillie Gifford Fundamentals Growth
Baillie Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Baillie Gifford, and Baillie Gifford fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Baillie Mutual Fund performance.
About Baillie Gifford Performance
Evaluating Baillie Gifford's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Baillie Gifford has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Baillie Gifford has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to 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.Things to note about Baillie Gifford Global performance evaluation
Checking the ongoing alerts about Baillie Gifford for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Baillie Gifford Global help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Baillie Gifford's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Baillie Gifford's stock is overvalued or undervalued compared to its peers.
- Examining Baillie Gifford's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Baillie Gifford's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Baillie Gifford's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Baillie Gifford's mutual fund. These opinions can provide insight into Baillie Gifford's potential for growth and whether the stock is currently undervalued or overvalued.
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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