BIPS.L vs. PDO
Compare and contrast key facts about Invesco Bond Income Plus Limited (BIPS.L) and Pimco Dynamic Income Opportunities Fund (PDO).
Performance
BIPS.L vs. PDO - Performance Comparison
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BIPS.L vs. PDO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
BIPS.L Invesco Bond Income Plus Limited | 0.03% | 8.04% | 8.84% | 10.52% | -5.13% | 3.56% |
PDO Pimco Dynamic Income Opportunities Fund | -0.33% | 5.84% | 26.72% | 2.66% | -14.29% | 7.14% |
Different Trading Currencies
BIPS.L is traded in GBp, while PDO is traded in USD. To make them comparable, the PDO values have been converted to GBp using the latest available exchange rates.
Fundamentals
Returns By Period
In the year-to-date period, BIPS.L achieves a 0.03% return, which is significantly higher than PDO's -0.33% 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%
PDO
- 1D
- 1.85%
- 1M
- -3.80%
- YTD
- -0.33%
- 6M
- 0.38%
- 1Y
- 3.73%
- 3Y*
- 11.90%
- 5Y*
- 4.74%
- 10Y*
- —
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Return for Risk
BIPS.L vs. PDO — Risk / Return Rank
BIPS.L
PDO
BIPS.L vs. PDO - 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 Opportunities Fund (PDO). 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 | PDO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 0.24 | +0.69 |
Sortino ratioReturn per unit of downside risk | 1.29 | 0.43 | +0.86 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.07 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 1.96 | 0.35 | +1.61 |
Martin ratioReturn relative to average drawdown | 9.26 | 0.98 | +8.28 |
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 | PDO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 0.24 | +0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.29 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.07 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | — | 0.29 | — |
Correlation
The correlation between BIPS.L and PDO is -0.00. 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. PDO - Dividend Comparison
BIPS.L's dividend yield for the trailing twelve months is around 7.12%, less than PDO's 11.63% 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% |
PDO Pimco Dynamic Income Opportunities Fund | 11.63% | 11.09% | 11.29% | 12.54% | 19.09% | 8.56% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BIPS.L vs. PDO - Drawdown Comparison
The maximum BIPS.L drawdown since its inception was -54,066,487.21%, which is greater than PDO's maximum drawdown of -27.97%. Use the drawdown chart below to compare losses from any high point for BIPS.L and PDO.
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Drawdown Indicators
| BIPS.L | PDO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54,066,487.21% | -36.83% | -54,066,450.38% |
Max Drawdown (1Y)Largest decline over 1 year | -3.76% | -11.50% | +7.74% |
Max Drawdown (5Y)Largest decline over 5 years | -23.39% | -36.83% | +13.44% |
Max Drawdown (10Y)Largest decline over 10 years | -38.38% | — | — |
Current DrawdownCurrent decline from peak | -52,912,865.86% | -5.75% | -52,912,860.11% |
Average DrawdownAverage peak-to-trough decline | -13,337,504.36% | -14.74% | -13,337,489.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.80% | 2.81% | -2.01% |
Volatility
BIPS.L vs. PDO - Volatility Comparison
The current volatility for Invesco Bond Income Plus Limited (BIPS.L) is 2.41%, while Pimco Dynamic Income Opportunities Fund (PDO) has a volatility of 7.15%. This indicates that BIPS.L experiences smaller price fluctuations and is considered to be less risky than PDO 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 | PDO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.41% | 7.15% | -4.74% |
Volatility (6M)Calculated over the trailing 6-month period | 3.90% | 9.50% | -5.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.24% | 15.39% | -8.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.25% | 16.17% | +2.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 627.79% | 15.99% | +611.80% |
Financials
BIPS.L vs. PDO - Financials Comparison
This section allows you to compare key financial metrics between Invesco Bond Income Plus Limited and Pimco Dynamic Income Opportunities 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