Baillie Gifford US Growth Trust PLC

Baillie Gifford US Growth Trust PLC - ROEverified

USA.L

Baillie Gifford US Growth Trust PLC is a UK-domiciled, closed-ended investment trust. Launched and managed by Baillie Gifford & Co, its primary objective is to invest in publicly listed US equities. The trust targets high-growth companies across a broad spectrum of sectors and diverse market capitalizations. Portfolio construction is driven by a rigorous fundamental analysis coupled with a bottom-up stock-picking methodology.

Industry

Asset Management

IPO Date

2018-03-23

Stock Exchange

LSE

Ticker

USA.L

The ROE as of October 2026 (TTM) for Baillie Gifford US Growth Trust PLC (USA.L) is 25.27%

According to Baillie Gifford US Growth Trust PLC’s latest financial reports and current stock price. The company's current ROE is 25.27%. This represents a change of 142.92% compared to the average of 10.40% 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 9.60%. The current 25.27% ROE has changed 163.25% 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

9.60%

Median

17.60%

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
202623.64%29.89%
202518.20%30.38%
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 less than than its 3-year, greater than its 5-year, and less than than its 10-year historical averages

3-year avg

18.60%

5-year avg

-0.44%

10-year avg

9.60%

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 less than The Baillie Gifford Japan Trust PLC (19.34%), less than Edinburgh Worldwide Investment Trust plc (32.46%), less than Pacific Horizon Investment Trust PLC (43.97%), less than Jupiter Fund Management Plc (11.59%), less than Schroder Oriental Income Fund Limited (39.20%), less than Capital Gearing Trust PLC GBP (5.59%), less than The Merchants Trust Plc (20.49%), less than The Global Smaller Companies Trust Plc (17.88%), less than VinaCapital Vietnam Opportunity Fund Limited (3.42%), greater than Patria Private Equity Trust Plc (0%),

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