Baillie Gifford Competition

BGPFX Fund

USD 12.80 0.44 3.32%

Baillie Gifford Eafe competes with Aqr Large, Touchstone Large, Avantis Us, Fundamental Large, and Siit Large; as well as few others. The fund is listed under Foreign Large Growth category and is part of Baillie Gifford Funds family. Analyzing Baillie Gifford competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Baillie Gifford to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Baillie Gifford Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Baillie Gifford competition on your existing holdings.

Specify up to 10 symbols:

Hype

Prediction

Low	Estimated	High
11.68	12.80	13.92

Details

Intrinsic

Valuation

Low	Real	High
11.86	12.98	14.10

Details

Naive

Forecast

Low	Next	High
11.92	13.04	14.16

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
12.79	12.96	13.13

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Baillie Gifford. Your research has to be compared to or analyzed against Baillie Gifford's peers to derive any actionable benefits. When done correctly, Baillie Gifford's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Baillie Gifford Eafe.

Baillie Gifford Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Baillie Gifford and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Baillie and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Baillie Gifford Eafe does not affect the price movement of the other competitor.

	AMONX	TFCCX	ALCEX	JLCWX	SCPAX	AMFFX	SBQAX	LMTIX
AMONX		0.94	0.96	0.97	0.96	0.85	0.95	0.97	AMONX
TFCCX	0.94		0.95	0.94	0.94	0.76	0.94	0.94	TFCCX
ALCEX	0.96	0.95		0.95	0.98	0.88	0.98	0.99	ALCEX
JLCWX	0.97	0.94	0.95		0.93	0.83	0.93	0.94	JLCWX
SCPAX	0.96	0.94	0.98	0.93		0.9	0.96	1.0	SCPAX
AMFFX	0.85	0.76	0.88	0.83	0.9		0.83	0.88	AMFFX
SBQAX	0.95	0.94	0.98	0.93	0.96	0.83		0.98	SBQAX
LMTIX	0.97	0.94	0.99	0.94	1.0	0.88	0.98		LMTIX
	AMONX	TFCCX	ALCEX	JLCWX	SCPAX	AMFFX	SBQAX	LMTIX

Click cells to compare fundamentals

Check Volatility

Backtest Portfolio

Risk-Adjusted Indicators

There is a big difference between Baillie Mutual Fund performing well and Baillie Gifford Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Baillie Gifford's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
AMONX	0.68	0.04	0.04	0.14	0.85	(0.71)	1.63	(1.30)	4.55
TFCCX	0.50	0.00	(0.05)	0.10	0.44	(0.56)	0.93	(0.98)	3.59
ALCEX	0.61	0.14	0.06	4.55	0.44	(0.76)	1.28	(0.84)	4.70
JLCWX	0.56	0.00	(0.01)	0.11	0.70	(0.55)	0.97	(1.42)	4.01
SCPAX	0.53	0.11	0.02	19.73	0.54	(0.59)	0.94	(1.09)	3.57
AMFFX	0.46	0.05	(0.09)	2.55	0.43	(0.53)	0.90	(0.86)	2.68
SBQAX	0.64	0.15	0.05	21.15	0.62	(0.78)	1.41	(1.11)	4.87
LMTIX	0.60	0.15	0.06	2.81	0.73	(0.70)	1.33	(1.49)	4.07

Unable to evaluate fundamental data of [AMONX, TFCCX, ALCEX, JLCWX, SCPAX, AMFFX, SBQAX, LMTIX] at this time. Please try again later

All Fundamental Data

Baillie Gifford Competitive Analysis

The better you understand Baillie Gifford competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Baillie Gifford's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Baillie Gifford's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	BGPFX	AMONX	TFCCX	ALCEX	JLCWX	SCPAX	AMFFX	SBQAX	LMTIX
	3.32 12.80 Baillie	0.81 26.10 Aqr	0.20 20.45 Touchstone	0.20 15.34 Avantis	0.54 83.38 FUNDAMENTAL	0.08 13.07 SIIT	0.25 60.04 American	0.55 14.65 Americafirst	0.15 25.95 LMTIX
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Very Weak	Solid	Good	Solid	Good	Solid	Good	Solid	Solid
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Under Valued	Fairly Valued	Under Valued	Fairly Valued	Under Valued	Under Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Strong Hold	Strong Hold	Strong Buy	Strong Hold	Strong Buy	Strong Hold	Strong Buy	Strong Buy
Net Asset	455.04 M	715.5 M	273.82 M	190.64 M	5.43 B	2.94 B	89.87 B	2.77 M	737.74 M
Minimum Initial Investment	N/A	N/A	N/A	N/A	1000 K	100 K	N/A	N/A	1000 K
Price To Book	N/A	N/A	2.44	N/A	1.85	2.76	3.02	N/A	2.45
Five Year Return	2.03	15.85	9.66	N/A	14.92	15.25	11.01	9.81	16.22
One Year Return	8.88	41.05	25.39	N/A	31.13	32.97	23.78	29.37	40.7
Last Dividend Paid	0.18	N/A	N/A	N/A	N/A	0.04	0.2	N/A	0.02
Price To Earning	N/A	N/A	18.26	N/A	11.57	18.69	4.46	N/A	16.41
Price To Sales	N/A	N/A	1.78	N/A	1.91	1.69	2.06	N/A	1.42
Equity Positions Weight	100.0	94.9	99.03	N/A	98.85	91.0	89.77	98.47	99.48
Cash Position Weight	N/A	0.88	0.97	N/A	1.15	9.0	9.92	1.53	0.52
Three Year Return	-8.26	8.6	6.27	N/A	7.51	12.23	9.5	9.01	11.18
Annual Yield	0.0073	0.0068	N/A	0.015	0.0047	0.031	0.018	N/A	0.0061
Year To Date Return	2.58	34.15	20.6	N/A	23.91	27.87	19.77	24.96	33.16
Ten Year Return	N/A	12.34	N/A	N/A	11.17	11.79	10.71	N/A	11.7
Day Typical Price	12.8	26.1	20.45	15.34	83.38	13.07	60.04	14.65	25.95
Daily Balance Of Power	(9,223,372,036,855)	9.2 T	(9,223,372,036,855)	9.2 T	9.2 T	(9,223,372,036,855)	9.2 T	9.2 T	(9,223,372,036,855)
Period Momentum Indicator	(0.44)	0.21	(0.04)	0.03	0.45	(0.01)	0.15	0.08	(0.04)
Rate Of Daily Change	0.97	1.01	1.0	1.0	1.01	1.0	1.0	1.01	1.0
Day Median Price	12.8	26.1	20.45	15.34	83.38	13.07	60.04	14.65	25.95
Price Action Indicator	(0.22)	0.11	(0.02)	0.015	0.22	(0.01)	0.075	0.04	(0.02)
Relative Strength Index	33.75	61.54	60.56	61.43	57.33	58.42	46.25	69.7	61.82
Coefficient Of Variation	(1,260)	609.86	777.04	556.52	748.35	570.74	866.54	571.07	508.34
Mean Deviation	0.8264	0.6762	0.4969	0.611	0.5641	0.5252	0.4613	0.6384	0.6033
Jensen Alpha	(0.16)	0.0422	(0)	0.1398	0.004	0.1138	0.0535	0.1515	0.1492
Total Risk Alpha	(0.25)	0.0177	(0.01)	0.0277	(0.01)	0.0182	(0.02)	0.0268	0.0414
Sortino Ratio	N/A	0.0426	(0.05)	0.0574	(0.01)	0.0152	(0.09)	0.0526	0.0578
Downside Variance	N/A	1.16	0.366	0.4773	0.7552	0.5324	0.2683	0.8653	0.7936
Standard Deviation	1.12	0.9714	0.6605	0.8515	0.768	0.7101	0.5701	0.9266	0.838
Kurtosis	1.56	2.76	3.84	5.8	2.04	1.96	0.3143	4.4	2.22
Potential Upside	1.59	1.63	0.9326	1.28	0.9731	0.941	0.9024	1.41	1.33
Treynor Ratio	(0.16)	0.1441	0.0984	4.55	0.108	19.73	2.55	21.15	2.81
Maximum Drawdown	5.62	4.55	3.59	4.7	4.01	3.57	2.68	4.87	4.07
Variance	1.26	0.9436	0.4362	0.7251	0.5899	0.5042	0.3251	0.8585	0.7023
Market Risk Adjusted Performance	(0.15)	0.1541	0.1084	4.56	0.118	19.74	2.56	21.16	2.82
Risk Adjusted Performance	(0.06)	0.1273	0.0966	0.1381	0.102	0.1329	0.0847	0.1354	0.151
Skewness	0.2196	(0.32)	0.9683	1.25	(0.23)	(0.1)	0.1965	0.5197	(0.49)
Semi Deviation	N/A	0.8524	0.4389	0.4389	0.7024	0.5371	0.4294	0.6231	0.7334
Information Ratio	(0.18)	0.0473	(0.04)	0.0466	(0.01)	0.0156	(0.08)	0.0528	0.0615
Value At Risk	(1.88)	(1.30)	(0.98)	(0.84)	(1.42)	(1.09)	(0.86)	(1.11)	(1.49)
Expected Short fall	N/A	(0.71)	(0.56)	(0.76)	(0.55)	(0.59)	(0.53)	(0.78)	(0.70)
Downside Deviation	N/A	1.08	0.605	0.6909	0.869	0.7297	0.518	0.9302	0.8909
Semi Variance	N/A	0.7266	0.1926	0.1926	0.4934	0.2885	0.1844	0.3882	0.5379

Baillie Gifford Competition Performance Charts

Five steps to successful analysis of Baillie Gifford Competition

Baillie Gifford's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Baillie Gifford Eafe in relation to its competition. Baillie Gifford's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Baillie Gifford in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Baillie Gifford's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Baillie Gifford Eafe, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Baillie Gifford position

In addition to having Baillie Gifford in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Shipbuilding Railroad Equipment Thematic Idea Now

Shipbuilding Railroad Equipment

Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Shipbuilding Railroad Equipment theme has 16 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Shipbuilding Railroad Equipment Theme or any other thematic opportunities.

View All Next

Launch

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.

	ETFs Find actively traded Exchange Traded Funds (ETF) from around the world
	My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like
	Share Portfolio Track or share privately all of your investments from the convenience of any device
	Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2024 Macroaxis LLC

Baillie Gifford Competition

Specify up to 10 symbols:

Baillie Gifford Competition Correlation Matrix

Risk-Adjusted Indicators

Baillie Gifford Competitive Analysis

Baillie Gifford Competition Performance Charts

Five steps to successful analysis of Baillie Gifford Competition

Complement your Baillie Gifford position

Did You Try This Idea?

Run Shipbuilding Railroad Equipment Thematic Idea Now

Shipbuilding Railroad Equipment

Other Information on Investing in Baillie Mutual Fund

COMMON DESTINATIONS

MAIN CATEGORIES

COMPANY