BIPS.L vs. FIBUX
Compare and contrast key facts about Invesco Bond Income Plus Limited (BIPS.L) and Fidelity Flex U.S. Bond Index Fund (FIBUX).
FIBUX is managed by Fidelity. It was launched on Mar 9, 2017.
Performance
BIPS.L vs. FIBUX - Performance Comparison
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BIPS.L vs. FIBUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIPS.L Invesco Bond Income Plus Limited | 0.03% | 8.04% | 8.84% | 10.52% | -5.13% | 4.18% | 1.80% | 2,367.89% | -7.60% | 6.09% |
FIBUX Fidelity Flex U.S. Bond Index Fund | 1.64% | -0.44% | 3.08% | 0.18% | -3.11% | -1.24% | 3.93% | 4.45% | 6.05% | -6.57% |
Different Trading Currencies
BIPS.L is traded in GBp, while FIBUX is traded in USD. To make them comparable, the FIBUX values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, BIPS.L achieves a 0.03% return, which is significantly lower than FIBUX's 1.64% return.
BIPS.L
- 1D
- 0.29%
- 1M
- -1.99%
- YTD
- 0.03%
- 6M
- 1.22%
- 1Y
- 6.75%
- 3Y*
- 9.40%
- 5Y*
- 5.07%
- 10Y*
- 43.42%
FIBUX
- 1D
- -0.09%
- 1M
- -0.27%
- YTD
- 1.64%
- 6M
- 2.44%
- 1Y
- 1.38%
- 3Y*
- 1.13%
- 5Y*
- 0.95%
- 10Y*
- —
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Return for Risk
BIPS.L vs. FIBUX — Risk / Return Rank
BIPS.L
FIBUX
BIPS.L vs. FIBUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Bond Income Plus Limited (BIPS.L) and Fidelity Flex U.S. Bond Index Fund (FIBUX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BIPS.L | FIBUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 0.21 | +0.72 |
Sortino ratioReturn per unit of downside risk | 1.29 | 0.35 | +0.95 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.04 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 1.96 | 0.42 | +1.54 |
Martin ratioReturn relative to average drawdown | 9.26 | 0.83 | +8.43 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BIPS.L | FIBUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 0.21 | +0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.11 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.07 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | — | 0.09 | — |
Correlation
The correlation between BIPS.L and FIBUX is -0.03. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
BIPS.L vs. FIBUX - Dividend Comparison
BIPS.L's dividend yield for the trailing twelve months is around 7.12%, more than FIBUX's 3.69% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIPS.L Invesco Bond Income Plus Limited | 7.12% | 7.00% | 6.61% | 6.73% | 6.70% | 5.61% | 5.27% | 98.33% | 5.71% | 5.01% | 5.24% | 5.53% |
FIBUX Fidelity Flex U.S. Bond Index Fund | 3.69% | 3.95% | 3.65% | 2.93% | 1.62% | 1.18% | 2.32% | 2.96% | 2.70% | 2.45% | 0.00% | 0.00% |
Drawdowns
BIPS.L vs. FIBUX - Drawdown Comparison
The maximum BIPS.L drawdown since its inception was -54,066,487.21%, which is greater than FIBUX's maximum drawdown of -18.60%. Use the drawdown chart below to compare losses from any high point for BIPS.L and FIBUX.
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Drawdown Indicators
| BIPS.L | FIBUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54,066,487.21% | -19.76% | -54,066,467.45% |
Max Drawdown (1Y)Largest decline over 1 year | -3.76% | -2.78% | -0.98% |
Max Drawdown (5Y)Largest decline over 5 years | -23.39% | -18.40% | -4.99% |
Max Drawdown (10Y)Largest decline over 10 years | -38.38% | — | — |
Current DrawdownCurrent decline from peak | -52,912,865.86% | -4.10% | -52,912,861.76% |
Average DrawdownAverage peak-to-trough decline | -13,337,504.36% | -5.83% | -13,337,498.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.80% | 0.99% | -0.19% |
Volatility
BIPS.L vs. FIBUX - Volatility Comparison
Invesco Bond Income Plus Limited (BIPS.L) and Fidelity Flex U.S. Bond Index Fund (FIBUX) have volatilities of 2.41% and 2.41%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIPS.L | FIBUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.41% | 2.41% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 3.90% | 5.10% | -1.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.24% | 7.65% | -0.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.25% | 8.83% | +9.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 627.79% | 8.94% | +618.85% |