BIPS.L vs. PDI
Compare and contrast key facts about Invesco Bond Income Plus Limited (BIPS.L) and PIMCO Dynamic Income Fund (PDI).
Performance
BIPS.L vs. PDI - Performance Comparison
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BIPS.L vs. PDI - 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% | 9.93% |
PDI PIMCO Dynamic Income Fund | 3.61% | 3.12% | 19.23% | 6.40% | -7.12% | 8.83% | -12.60% | 17.58% | 13.72% | 8.34% |
Different Trading Currencies
BIPS.L is traded in GBp, while PDI is traded in USD. To make them comparable, the PDI values have been converted to GBp using the latest available exchange rates.
Fundamentals
BIPS.L:
£354.12M
PDI:
$7.18B
BIPS.L:
£0.31
PDI:
$3.86
BIPS.L:
5.55
PDI:
4.52
BIPS.L:
0.13
PDI:
0.07
BIPS.L:
4.64
PDI:
3.34
BIPS.L:
0.97
PDI:
0.97
BIPS.L:
£76.29M
PDI:
$2.03B
BIPS.L:
£50.92M
PDI:
$1.51B
BIPS.L:
£39.31M
PDI:
$2.09B
Returns By Period
In the year-to-date period, BIPS.L achieves a 0.03% return, which is significantly lower than PDI's 3.61% return. Over the past 10 years, BIPS.L has outperformed PDI with an annualized return of 43.42%, while PDI has yielded a comparatively lower 9.10% annualized 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%
PDI
- 1D
- 1.52%
- 1M
- -0.96%
- YTD
- 3.61%
- 6M
- -4.12%
- 1Y
- -1.18%
- 3Y*
- 11.10%
- 5Y*
- 4.82%
- 10Y*
- 9.10%
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Return for Risk
BIPS.L vs. PDI — Risk / Return Rank
BIPS.L
PDI
BIPS.L vs. PDI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Bond Income Plus Limited (BIPS.L) and PIMCO Dynamic Income Fund (PDI). 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 | PDI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | -0.06 | +0.99 |
Sortino ratioReturn per unit of downside risk | 1.29 | 0.04 | +1.26 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.01 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 1.96 | -0.10 | +2.06 |
Martin ratioReturn relative to average drawdown | 9.26 | -0.21 | +9.47 |
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 | PDI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | -0.06 | +0.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.30 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.07 | 0.46 | -0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | — | 0.64 | — |
Correlation
The correlation between BIPS.L and PDI is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BIPS.L vs. PDI - Dividend Comparison
BIPS.L's dividend yield for the trailing twelve months is around 7.12%, less than PDI's 15.20% 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% |
PDI PIMCO Dynamic Income Fund | 15.20% | 14.94% | 14.43% | 14.74% | 17.84% | 10.21% | 10.01% | 9.45% | 10.78% | 8.81% | 14.79% | 18.70% |
Drawdowns
BIPS.L vs. PDI - Drawdown Comparison
The maximum BIPS.L drawdown since its inception was -54,066,487.21%, which is greater than PDI's maximum drawdown of -39.91%. Use the drawdown chart below to compare losses from any high point for BIPS.L and PDI.
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Drawdown Indicators
| BIPS.L | PDI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54,066,487.21% | -46.47% | -54,066,440.74% |
Max Drawdown (1Y)Largest decline over 1 year | -3.76% | -14.34% | +10.58% |
Max Drawdown (5Y)Largest decline over 5 years | -23.39% | -27.23% | +3.84% |
Max Drawdown (10Y)Largest decline over 10 years | -38.38% | -46.47% | +8.09% |
Current DrawdownCurrent decline from peak | -52,912,865.86% | -6.04% | -52,912,859.82% |
Average DrawdownAverage peak-to-trough decline | -13,337,504.36% | -6.22% | -13,337,498.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.80% | 5.04% | -4.24% |
Volatility
BIPS.L vs. PDI - Volatility Comparison
The current volatility for Invesco Bond Income Plus Limited (BIPS.L) is 2.41%, while PIMCO Dynamic Income Fund (PDI) has a volatility of 5.76%. This indicates that BIPS.L experiences smaller price fluctuations and is considered to be less risky than PDI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIPS.L | PDI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.41% | 5.76% | -3.35% |
Volatility (6M)Calculated over the trailing 6-month period | 3.90% | 10.68% | -6.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.24% | 18.58% | -11.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.25% | 16.20% | +2.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 627.79% | 19.83% | +607.96% |
Financials
BIPS.L vs. PDI - Financials Comparison
This section allows you to compare key financial metrics between Invesco Bond Income Plus Limited and PIMCO Dynamic Income Fund. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
BIPS.L vs. PDI - Profitability Comparison
BIPS.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Invesco Bond Income Plus Limited reported a gross profit of 10.09M and revenue of 15.94M. Therefore, the gross margin over that period was 63.3%.
PDI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, PIMCO Dynamic Income Fund reported a gross profit of 558.21M and revenue of 615.21M. Therefore, the gross margin over that period was 90.7%.
BIPS.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Invesco Bond Income Plus Limited reported an operating income of 13.80M and revenue of 15.94M, resulting in an operating margin of 86.6%.
PDI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, PIMCO Dynamic Income Fund reported an operating income of 529.42M and revenue of 615.21M, resulting in an operating margin of 86.1%.
BIPS.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Invesco Bond Income Plus Limited reported a net income of 11.38M and revenue of 15.94M, resulting in a net margin of 71.4%.
PDI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, PIMCO Dynamic Income Fund reported a net income of 457.73M and revenue of 615.21M, resulting in a net margin of 74.4%.