Baillie Gifford US Growth Trust PLC

Baillie Gifford US Growth Trust PLCverified

USA.L

Price:

$199.4

Market Cap:

$581.71M

Baillie Gifford US Growth Trust PLC is a closed-ended equity mutual fund launched by Baillie Gifford & Co Ltd. The fund is managed by Baillie Gifford & Co. It invests in public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It invests in growth stocks of companies across diversified market capitalizations. The fund employs fundamental analysis with bottom-up stock picking approach to create its portfolio. Baillie Gifford US Growth Trust PLC is domiciled in the United Kingdom.[Read more]

Industry

Asset Management

IPO Date

2018-03-23

Stock Exchange

LSE

Ticker

USA.L

The ROE as of September 2024 (TTM) for Baillie Gifford US Growth Trust PLC (USA.L) is 14.55%

According to Baillie Gifford US Growth Trust PLC’s latest financial reports and current stock price. The company's current ROE is 14.55%. This represents a change of 404.19% compared to the average of 2.88% of the last 4 quarters.

Baillie Gifford US Growth Trust PLC (USA.L) Historical ROE (quarterly & annually)

How has USA.L ROE performed in the past?

The mean historical ROE of Baillie Gifford US Growth Trust PLC over the last ten years is 5.83%. The current 14.55% ROE has changed 149.67% with respect to the historical average. Over the past ten years (40 quarters), USA.L's ROE was at its highest in in the November 2020 quarter at 33.43%. The ROE was at its lowest in in the May 2022 quarter at -81.95%.

Quarterly (TTM)
Annual

Average

5.83%

Median

15.48%

Minimum

-55.28%

Maximum

32.99%

Baillie Gifford US Growth Trust PLC (USA.L) ROE by Quarter and Year

Discovering the peaks and valleys of Baillie Gifford US Growth 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 = 70.62%

Maximum Annual ROE = 32.99%

Minimum Annual Increase = -609.20%

Minimum Annual ROE = -55.28%

Quarterly (TTM)
Annual
YearROEChange
202413.96%-609.20%
2023-2.74%-95.04%
2022-55.28%-267.56%
202132.99%13.68%
202029.02%70.62%

Baillie Gifford US Growth Trust PLC (USA.L) Average ROE

How has USA.L ROE performed in the past?

The current ROE of Baillie Gifford US Growth Trust PLC (USA.L) is greater than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

-14.69%

5-year avg

3.59%

10-year avg

5.83%

Baillie Gifford US Growth Trust PLC (USA.L) ROE vs. Peers

How is USA.L’s ROE compared to its peers?

Baillie Gifford US Growth Trust PLC’s ROE is greater than Edinburgh Worldwide Investment Trust plc (-21.75%), less than Allianz Technology Trust PLC (68.43%), greater than Pacific Horizon Investment Trust PLC (-13.82%), greater than Baillie Gifford China Growth Trust PLC (-1.47%), less than Scottish Mortgage Investment Trust PLC (17.29%),

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