BLDIX vs. LLOY.L
Compare and contrast key facts about BlackRock Managed Income Fund (BLDIX) and Lloyds Banking Group plc (LLOY.L).
BLDIX is managed by BlackRock. It was launched on Oct 18, 2007.
Performance
BLDIX vs. LLOY.L - Performance Comparison
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BLDIX vs. LLOY.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BLDIX BlackRock Managed Income Fund | -1.46% | 9.87% | 5.19% | 8.69% | -9.88% | 5.26% | 5.81% | 9.78% | -0.64% | 5.32% |
LLOY.L Lloyds Banking Group plc | -7.56% | 102.54% | 19.08% | 16.76% | -11.03% | 33.59% | -34.99% | 32.61% | -24.55% | 25.26% |
Different Trading Currencies
BLDIX is traded in USD, while LLOY.L is traded in GBp. To make them comparable, the LLOY.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, BLDIX achieves a -1.46% return, which is significantly higher than LLOY.L's -7.56% return. Over the past 10 years, BLDIX has underperformed LLOY.L with an annualized return of 4.17%, while LLOY.L has yielded a comparatively higher 7.72% annualized return.
BLDIX
- 1D
- 0.32%
- 1M
- -3.56%
- YTD
- -1.46%
- 6M
- -0.10%
- 1Y
- 5.83%
- 3Y*
- 5.94%
- 5Y*
- 3.07%
- 10Y*
- 4.17%
LLOY.L
- 1D
- 1.52%
- 1M
- -8.77%
- YTD
- -7.56%
- 6M
- 8.70%
- 1Y
- 36.78%
- 3Y*
- 34.45%
- 5Y*
- 21.08%
- 10Y*
- 7.72%
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Return for Risk
BLDIX vs. LLOY.L — Risk / Return Rank
BLDIX
LLOY.L
BLDIX vs. LLOY.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Managed Income Fund (BLDIX) and Lloyds Banking Group plc (LLOY.L). 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.
| BLDIX | LLOY.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.39 | 1.27 | +0.12 |
Sortino ratioReturn per unit of downside risk | 1.94 | 1.81 | +0.13 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.25 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 1.65 | +0.07 |
Martin ratioReturn relative to average drawdown | 7.29 | 5.70 | +1.59 |
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
| BLDIX | LLOY.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.39 | 1.27 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.71 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.23 | +0.53 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | -0.07 | +0.74 |
Correlation
The correlation between BLDIX and LLOY.L is -0.02. 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
BLDIX vs. LLOY.L - Dividend Comparison
BLDIX's dividend yield for the trailing twelve months is around 5.22%, more than LLOY.L's 3.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLDIX BlackRock Managed Income Fund | 5.22% | 5.46% | 5.76% | 3.55% | 3.86% | 4.87% | 3.53% | 3.87% | 4.27% | 4.48% | 4.15% | 2.87% |
LLOY.L Lloyds Banking Group plc | 3.61% | 3.39% | 5.29% | 5.28% | 4.69% | 2.59% | 6.17% | 5.22% | 6.02% | 4.70% | 4.56% | 2.05% |
Drawdowns
BLDIX vs. LLOY.L - Drawdown Comparison
The maximum BLDIX drawdown since its inception was -14.47%, smaller than the maximum LLOY.L drawdown of -93.41%. Use the drawdown chart below to compare losses from any high point for BLDIX and LLOY.L.
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Drawdown Indicators
| BLDIX | LLOY.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.47% | -90.48% | +76.01% |
Max Drawdown (1Y)Largest decline over 1 year | -3.87% | -19.68% | +15.81% |
Max Drawdown (5Y)Largest decline over 5 years | -14.17% | -25.65% | +11.48% |
Max Drawdown (10Y)Largest decline over 10 years | -14.33% | -61.42% | +47.09% |
Current DrawdownCurrent decline from peak | -3.56% | -25.45% | +21.89% |
Average DrawdownAverage peak-to-trough decline | -2.83% | -41.52% | +38.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.91% | 5.79% | -4.88% |
Volatility
BLDIX vs. LLOY.L - Volatility Comparison
The current volatility for BlackRock Managed Income Fund (BLDIX) is 1.78%, while Lloyds Banking Group plc (LLOY.L) has a volatility of 10.25%. This indicates that BLDIX experiences smaller price fluctuations and is considered to be less risky than LLOY.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BLDIX | LLOY.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.78% | 10.25% | -8.47% |
Volatility (6M)Calculated over the trailing 6-month period | 2.89% | 19.84% | -16.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.66% | 29.77% | -25.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.23% | 29.50% | -24.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.56% | 34.09% | -28.53% |