Baillie Gifford China Fund Manager Performance Evaluation
| BGCBX Fund | USD 5.23 0.13 2.55% |
The fund shows a Beta (market volatility) of 0.15, which signifies not very significant fluctuations relative to the market. 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
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Baillie Gifford China are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental drivers, Baillie Gifford showed solid returns over the last few months and may actually be approaching a breakup point.
...moreBaillie |
Baillie Gifford Relative Risk vs. Return Landscape
If you would invest 449.00 in Baillie Gifford China on August 31, 2024 and sell it today you would earn a total of 74.00 from holding Baillie Gifford China or generate 16.48% return on investment over 90 days. Baillie Gifford China is currently producing 0.2741% returns and takes up 2.5449% volatility of returns over 90 trading days. Put another way, 22% of traded mutual funds are less volatile than Baillie, and 95% 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 slightly risky at this time. At this time, the entity appears to be fairly valued. Baillie Gifford China shows a prevailing Real Value of $5.27 per share. The current price of the fund is $5.23. We determine the value of Baillie Gifford China 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 5.23 | Real 5.27 | Hype 5.23 |
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 China 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 China, 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 = 0.1077
| Best Portfolio | Best Equity | |||
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| Small Returns | BGCBX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 2.54 actual daily | 22 78% of assets are more volatile |
Expected Return
| 0.27 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Baillie Gifford is performing at about 8% 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.
| Total Asset | 2.67 M | ||||
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.
The fund seeks to meet its objective by investing in a portfolio of common stocks and other equity securities of companies located in the Peoples Republic of China . Under normal circumstances, the fund invests at least 80 percent of its net assets in common stocks and other equity securities of companies located in China, regardless of where their securities are principally listed for trading. The fund is non-diversified.Things to note about Baillie Gifford China 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 China 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 97.25% of its assets under management (AUM) in equities |
- 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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