Baillie Gifford The Fund Manager Performance Evaluation

BGLTX Fund  USD 37.97  0.28  0.74%   
The fund shows a Beta (market volatility) of 1.1, which signifies a somewhat significant risk relative to the market. Baillie Gifford returns are very sensitive to returns on the market. As the market goes up or down, Baillie Gifford is expected to follow.

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Baillie Gifford The has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
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Baillie Gifford Relative Risk vs. Return Landscape

If you would invest  4,187  in Baillie Gifford The on October 25, 2025 and sell it today you would lose (390.00) from holding Baillie Gifford The or give up 9.31% of portfolio value over 90 days. Baillie Gifford The is currently producing negative expected returns and takes up 1.2238% volatility of returns over 90 trading days. Put another way, 10% 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  
Assuming the 90 days horizon Baillie Gifford is expected to under-perform the market. In addition to that, the company is 1.66 times more volatile than its market benchmark. It trades about -0.13 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.08 per unit of volatility.

Baillie Gifford Current Valuation

Fairly Valued
Today
37.97
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 shows a prevailing Real Value of $37.76 per share. The current price of the fund is $37.97. We determine the value of Baillie Gifford 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  37.97 Real  37.76 Hype  33.35 Naive  37.42
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.
37.76
Real Value
38.98
Upside
Estimating the potential upside or downside of Baillie Gifford The 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:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
37.6839.0340.38
Details
Hype
Prediction
LowEstimatedHigh
32.1333.3541.77
Details
Naive
Forecast
LowNext ValueHigh
36.1937.4238.64
Details
Below is the normalized historical share price chart for Baillie Gifford The extending back to April 27, 2015. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Baillie Gifford stands at 37.97, as last reported on the 23rd of January, with the highest price reaching 37.97 and the lowest price hitting 37.97 during the day.
 
Yuan Drop
 
Covid

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.
The fund invests at least 80 percent of its net assets in equity securities. While the portfolio managers are not constrained by geographic limitations, it ordinarily invests in securities of issuers located in at least six different countries. In addition, under normal circumstances, the fund will invest at least 40 percent of its total assets in securities of companies located outside the U.S. when market conditions are favorable, but, when market conditions are not favorable, will invest at least 30 percent of its total assets in companies located outside the U.S. -null-. It is non-diversified.

Things to note about Baillie Gifford 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 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Baillie Gifford generated a negative expected return over the last 90 days
Latest headline from news.google.com: Artisan Mid Cap Value Fund Q4 2025 Commentary - Seeking Alpha
The fund holds all of its assets under management (AUM) in equities
Evaluating Baillie Gifford's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Baillie Gifford's mutual fund performance include:
  • 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.
It's essential to remember that evaluating Baillie Gifford's mutual fund performance is not an exact science, and many factors can impact Baillie Gifford's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

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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