BNKR.L vs. CLDN.L
Compare and contrast key facts about Bankers Investment Trust (BNKR.L) and Caledonia Investments (CLDN.L).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BNKR.L or CLDN.L.
Key characteristics
| BNKR.L | CLDN.L | |
|---|---|---|
| YTD Return | 16.16% | -3.08% |
| 1Y Return | 19.31% | -1.46% |
| 3Y Return (Ann) | 1.00% | 0.02% |
| 5Y Return (Ann) | 12.06% | 5.32% |
| 10Y Return (Ann) | 25.86% | 6.98% |
| Sharpe Ratio | 1.54 | -0.32 |
| Sortino Ratio | 2.06 | -0.38 |
| Omega Ratio | 1.28 | 0.96 |
| Calmar Ratio | 1.09 | -0.28 |
| Martin Ratio | 6.95 | -0.93 |
| Ulcer Index | 2.74% | 5.77% |
| Daily Std Dev | 12.40% | 17.30% |
| Max Drawdown | -64.71% | -49.91% |
| Current Drawdown | -0.27% | -12.87% |
Fundamentals
| BNKR.L | CLDN.L | |
|---|---|---|
| Market Cap | £1.32B | £1.84B |
| EPS | £0.05 | £3.69 |
| PE Ratio | 23.04 | 9.16 |
| Total Revenue (TTM) | £196.73M | £114.20M |
| Gross Profit (TTM) | £193.70M | £99.40M |
| EBITDA (TTM) | -£1.67M | £101.05M |
Correlation
The correlation between BNKR.L and CLDN.L is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BNKR.L vs. CLDN.L - Performance Comparison
In the year-to-date period, BNKR.L achieves a 16.16% return, which is significantly higher than CLDN.L's -3.08% return. Over the past 10 years, BNKR.L has outperformed CLDN.L with an annualized return of 25.86%, while CLDN.L has yielded a comparatively lower 6.98% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BNKR.L vs. CLDN.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bankers Investment Trust (BNKR.L) and Caledonia Investments (CLDN.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.
Dividends
BNKR.L vs. CLDN.L - Dividend Comparison
BNKR.L's dividend yield for the trailing twelve months is around 2.90%, more than CLDN.L's 2.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BNKR.L Bankers Investment Trust | 2.90% | 2.44% | 2.30% | 5.73% | 19.45% | 20.67% | 24.93% | 20.90% | 23.45% | 24.76% | 12.70% | 2.40% |
CLDN.L Caledonia Investments | 2.07% | 1.92% | 6.66% | 1.56% | 2.14% | 1.91% | 2.04% | 5.51% | 2.05% | 2.15% | 0.02% | 2.51% |
Drawdowns
BNKR.L vs. CLDN.L - Drawdown Comparison
The maximum BNKR.L drawdown since its inception was -64.71%, which is greater than CLDN.L's maximum drawdown of -49.91%. Use the drawdown chart below to compare losses from any high point for BNKR.L and CLDN.L. For additional features, visit the drawdowns tool.
Volatility
BNKR.L vs. CLDN.L - Volatility Comparison
The current volatility for Bankers Investment Trust (BNKR.L) is 3.69%, while Caledonia Investments (CLDN.L) has a volatility of 4.95%. This indicates that BNKR.L experiences smaller price fluctuations and is considered to be less risky than CLDN.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BNKR.L vs. CLDN.L - Financials Comparison
This section allows you to compare key financial metrics between Bankers Investment Trust and Caledonia Investments. 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