Baillie Gifford Eafe Fund Buy Hold or Sell Recommendation
| BGPTX Fund | USD 12.65 0.49 3.73% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Baillie Gifford Eafe is 'Strong Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Baillie Gifford Eafe given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Baillie Gifford Eafe, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Baillie Gifford Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual funds such as BAILLIE and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Baillie Gifford Eafe. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in estimate.
BAILLIE |
Execute Baillie Gifford Buy or Sell Advice
The BAILLIE recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Baillie Gifford Eafe. Macroaxis does not own or have any residual interests in Baillie Gifford Eafe or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Baillie Gifford's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Analyst Consensus | Not Available | Details |
Baillie Gifford Trading Alerts and Improvement Suggestions
| Baillie Gifford Eafe generated a negative expected return over the last 90 days | |
| The fund generated three year return of -8.0% | |
| Baillie Gifford Eafe holds all of its assets under management (AUM) in equities |
Baillie Gifford Returns Distribution Density
The distribution of Baillie Gifford's historical returns is an attempt to chart the uncertainty of Baillie Gifford's future price movements. The chart of the probability distribution of Baillie Gifford daily returns describes the distribution of returns around its average expected value. We use Baillie Gifford Eafe price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Baillie Gifford returns is essential to provide solid investment advice for Baillie Gifford.
| Mean Return | -0.09 | Value At Risk | -1.84 | Potential Upside | 1.32 | Standard Deviation | 1.11 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Baillie Gifford historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Baillie Gifford Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Baillie Gifford or Baillie Gifford Funds sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Baillie Gifford's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a BAILLIE fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.16 | |
β | Beta against Dow Jones | 0.61 | |
σ | Overall volatility | 1.11 | |
Ir | Information ratio | -0.18 |
Baillie Gifford Volatility Alert
Baillie Gifford Eafe exhibits very low volatility with skewness of 0.15 and kurtosis of 1.61. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Baillie Gifford's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Baillie Gifford's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Baillie Gifford Fundamentals Vs Peers
Comparing Baillie Gifford's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Baillie Gifford's direct or indirect competition across all of the common fundamentals between Baillie Gifford and the related equities. This way, we can detect undervalued stocks with similar characteristics as Baillie Gifford or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Baillie Gifford's fundamental indicators could also be used in its relative valuation, which is a method of valuing Baillie Gifford by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Baillie Gifford to competition |
| Fundamentals | Baillie Gifford | Peer Average |
| Price To Earning | 21.59 X | 6.53 X |
| Price To Book | 2.69 X | 0.74 X |
| Price To Sales | 1.75 X | 0.61 X |
| Annual Yield | 0.01 % | 0.29 % |
| Year To Date Return | 2.51 % | 0.39 % |
| One Year Return | 8.80 % | 4.15 % |
| Three Year Return | (8.33) % | 3.60 % |
| Five Year Return | 1.96 % | 3.24 % |
| Net Asset | 475.95 M | 4.11 B |
| Last Dividend Paid | 0.17 | 0.65 |
| Equity Positions Weight | 100.00 % | 63.90 % |
Baillie Gifford Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as BAILLIE . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Daily Balance Of Power | (9,223,372,036,855) | |||
| Rate Of Daily Change | 0.96 | |||
| Day Median Price | 12.65 | |||
| Day Typical Price | 12.65 | |||
| Price Action Indicator | (0.25) | |||
| Period Momentum Indicator | (0.49) | |||
| Relative Strength Index | 34.37 |
About Baillie Gifford Buy or Sell Advice
When is the right time to buy or sell Baillie Gifford Eafe? Buying financial instruments such as BAILLIE Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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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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