Baillie Gifford Eafe Fund Manager Performance Evaluation
| BGCWX Fund | USD 5.63 0.00 0.00% |
The fund shows a Beta (market volatility) of 0.73, 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
Weakest
Weak | Strong |
Over the last 90 days Baillie Gifford Eafe has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's basic indicators remain fairly strong which may send shares a bit higher in March 2026. The current disturbance may also be a sign of long term up-swing for the fund investors.
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Baillie |
Baillie Gifford Relative Risk vs. Return Landscape
If you would invest 1,600 in Baillie Gifford Eafe on November 1, 2025 and sell it today you would lose (1,037) from holding Baillie Gifford Eafe or give up 64.81% of portfolio value over 90 days. Baillie Gifford Eafe is currently producing negative expected returns and takes up 8.5843% volatility of returns over 90 trading days. Put another way, 77% of traded mutual funds are less volatile than Baillie, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Baillie Gifford Current Valuation
Undervalued
Today
Please note that Baillie Gifford's price fluctuation is out of control at this time. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. Baillie Gifford Eafe prevailing Real Value cannot be determined due to lack of data. The current price of Baillie Gifford Eafe is $5.63. We determine the value of Baillie Gifford Eafe 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 5.63 | Real 0.0 | Hype 0.0 | Naive 8.62 |
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 Eafe 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 Target Price Odds to finish over Current Price
The tendency of Baillie Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 5.63 | 90 days | 5.63 | about 92.75 |
Based on a normal probability distribution, the odds of Baillie Gifford to move above the current price in 90 days from now is about 92.75 (This Baillie Gifford Eafe probability density function shows the probability of Baillie Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Baillie Gifford has a beta of 0.73 suggesting as returns on the market go up, Baillie Gifford average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Baillie Gifford Eafe will be expected to be much smaller as well. Additionally Baillie Gifford Eafe has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Baillie Gifford Price Density |
| Price |
Predictive Modules for Baillie Gifford
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Baillie Gifford Eafe. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Baillie Gifford's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Baillie Gifford Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Baillie Gifford is not an exception. The market had few large corrections towards the Baillie Gifford's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Baillie Gifford Eafe, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Baillie Gifford within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -1.01 | |
β | Beta against Dow Jones | 0.73 | |
σ | Overall volatility | 4.85 | |
Ir | Information ratio | -0.12 |
Baillie Gifford Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Baillie Gifford for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Baillie Gifford Eafe can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Baillie Gifford Eafe generated a negative expected return over the last 90 days | |
| Baillie Gifford Eafe has high historical volatility and very poor performance | |
| The fund generated five year return of -2.0% | |
| Baillie Gifford Eafe holds all of its assets under management (AUM) in equities |
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.
| Price To Earning | 21.15 X | ||||
| Price To Book | 2.75 X | ||||
| Price To Sales | 1.70 X | ||||
| Total Asset | 440 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.
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.Things to note about Baillie Gifford Eafe 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 Eafe help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Baillie Gifford Eafe generated a negative expected return over the last 90 days | |
| Baillie Gifford Eafe has high historical volatility and very poor performance | |
| The fund generated five year return of -2.0% | |
| Baillie Gifford Eafe holds all 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.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance |