The Baillie Gifford Japan Trust PLC
BGFD.L
Price:
$730
Market Cap:
$669.76M
The Baillie Gifford Japan Trust PLC is a closed ended equity mutual fund launched and managed by Baillie Gifford & Co Ltd. It is co-managed by Baillie Gifford & Co. The fund invests in the public equity markets of Japan. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in growth stocks of small and mid cap companies. It employs fundamental analysis with a bottom-up stock picking approach to create its portfolio. The fund benchmarks the performance of its portfolio against the TOPIX Total Return Index. The Baillie Gifford Japan Trust PLC was formed in 1981 and is domiciled in the United Kingdom.[Read more]
Industry
Asset Management
IPO Date
1981-12-31
Stock Exchange
LSE
Ticker
BGFD.L
The ROE as of September 2024 (TTM) for The Baillie Gifford Japan Trust PLC (BGFD.L) is 3.70%
According to The Baillie Gifford Japan Trust PLC’s latest financial reports and current stock price. The company's current ROE is 3.70%. This represents a change of 326.91% compared to the average of 0.87% of the last 4 quarters.
The Baillie Gifford Japan Trust PLC (BGFD.L) Historical ROE (quarterly & annually)
How has BGFD.L ROE performed in the past?
The mean historical ROE of The Baillie Gifford Japan Trust PLC over the last ten years is 7.34%. The current 3.70% ROE has changed -49.65% with respect to the historical average. Over the past ten years (40 quarters), BGFD.L's ROE was at its highest in in the February 2021 quarter at 16.76%. The ROE was at its lowest in in the February 2022 quarter at -17.31%.
Average
7.34%
Median
12.06%
Minimum
-19.66%
Maximum
20.23%
The Baillie Gifford Japan Trust PLC (BGFD.L) ROE by Quarter and Year
Discovering the peaks and valleys of The Baillie Gifford Japan Trust PLC ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 176.65%
Maximum Annual ROE = 20.23%
Minimum Annual Increase = -216.89%
Minimum Annual ROE = -19.66%
| Year | ROE | Change |
|---|---|---|
| 2023 | -5.90% | -69.98% |
| 2022 | -19.66% | -216.89% |
| 2021 | 16.82% | 176.65% |
| 2020 | 6.08% | -214.00% |
| 2019 | -5.33% | -131.55% |
| 2018 | 16.90% | -16.47% |
| 2017 | 20.23% | 0.21% |
| 2016 | 20.19% | 36.02% |
| 2015 | 14.84% | 60.17% |
| 2014 | 9.27% | -70.34% |
The Baillie Gifford Japan Trust PLC (BGFD.L) Average ROE
How has BGFD.L ROE performed in the past?
The current ROE of The Baillie Gifford Japan Trust PLC (BGFD.L) is greater than its 3-year, greater than its 5-year, and less than than its 10-year historical averages
3-year avg
-2.91%
5-year avg
-1.60%
10-year avg
7.34%
The Baillie Gifford Japan Trust PLC (BGFD.L) ROE vs. Peers
How is BGFD.L’s ROE compared to its peers?
The Baillie Gifford Japan Trust PLC’s ROE is less than Baillie Gifford Shin Nippon PLC (54.45%), less than Finsbury Growth & Income Trust PLC (0.20%), less than The Monks Investment Trust PLC (25.96%), less than BlackRock Smaller Companies Trust plc (6.65%), less than Worldwide Healthcare Trust PLC (14.86%),
| Company | ROE | Market cap |
|---|---|---|
| 54.45% | $348.67M | |
| 0.20% | $1.44B | |
| 25.96% | $2.43B | |
| 6.65% | $689.54M | |
| 14.86% | $1.90B |
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