Baillie Gifford (UK) Performance
| USA Etf | 229.00 1.00 0.43% |
The etf shows a Beta (market volatility) of 0.0646, 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
Very Weak
Weak | Strong |
Over the last 90 days Baillie Gifford Growth has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of uncertain performance in the last few months, the Etf's technical and fundamental indicators remain rather sound which may send shares a bit higher in April 2025. The latest tumult may also be a sign of longer-term up-swing for the fund shareholders. ...more
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| Begin Period Cash Flow | 3.4 M | |
| Free Cash Flow | -5.8 M |
Baillie |
Baillie Gifford Relative Risk vs. Return Landscape
If you would invest 27,900 in Baillie Gifford Growth on December 25, 2024 and sell it today you would lose (5,000) from holding Baillie Gifford Growth or give up 17.92% of portfolio value over 90 days. Baillie Gifford Growth is generating negative expected returns and assumes 1.5979% volatility on return distribution over the 90 days horizon. Simply put, 14% of etfs are less volatile than Baillie, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
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 etfs, such as Baillie Gifford Growth, 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 = -0.1943
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | USA |
Estimated Market Risk
| 1.6 actual daily | 14 86% of assets are more volatile |
Expected Return
| -0.31 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.19 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Baillie Gifford is not performing at its full potential. However, 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 Baillie Gifford to a well-diversified portfolio.
Baillie Gifford Fundamentals Growth
Baillie Etf 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 Etf performance.
| Shares Outstanding | 305.15 M | ||||
| Price To Book | 0.80 X | ||||
| Price To Sales | 2.73 X | ||||
| Revenue | 95.89 M | ||||
| EBITDA | 91.58 M | ||||
| Total Debt | 39.27 M | ||||
| Cash Flow From Operations | (5.82 M) | ||||
| Earnings Per Share | (1.60) X | ||||
| Total Asset | 685.46 M | ||||
| Retained Earnings | (26.46 M) | ||||
About Baillie Gifford Performance
By analyzing Baillie Gifford's fundamental ratios, stakeholders can gain valuable insights into Baillie Gifford's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. 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.
Baillie Gifford is entity of United Kingdom. It is traded as Etf on LSE exchange.| Baillie Gifford generated a negative expected return over the last 90 days | |
| Baillie Gifford generates negative cash flow from operations | |
| Latest headline from news.google.com: Its all about controlling the thermostat for this ETF overlay - ETF Express | |
| The fund keeps all of the net assets in exotic instruments |
Other Information on Investing in Baillie Etf
Baillie Gifford financial ratios help investors to determine whether Baillie Etf 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.