BSIF.L vs. FDUS
BSIF.L (Bluefield Solar Income Fund) and FDUS (Fidus Investment Corporation) are both stocks. Both are in the Financial Services sector — BSIF.L in Collective Investments, FDUS in Asset Management. Over the past 10 years, BSIF.L returned 6.19%/yr vs 14.79%/yr for FDUS. At a 0.05 correlation, their price movements are largely independent.
Performance
BSIF.L vs. FDUS - Performance Comparison
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Different Trading Currencies
BSIF.L is traded in GBp, while FDUS is traded in USD. To make them comparable, the FDUS values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, BSIF.L achieves a 41.64% return, which is significantly higher than FDUS's 0.59% return. Over the past 10 years, BSIF.L has underperformed FDUS with an annualized return of 6.19%, while FDUS has yielded a comparatively higher 14.79% annualized return.
BSIF.L
- 1D
- 0.22%
- 1M
- 17.87%
- YTD
- 41.64%
- 6M
- 37.82%
- 1Y
- 9.41%
- 3Y*
- -2.41%
- 5Y*
- 1.98%
- 10Y*
- 6.19%
FDUS
- 1D
- 2.07%
- 1M
- -1.19%
- YTD
- 0.59%
- 6M
- -0.24%
- 1Y
- 5.22%
- 3Y*
- 9.00%
- 5Y*
- 14.72%
- 10Y*
- 14.79%
BSIF.L vs. FDUS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSIF.L Bluefield Solar Income Fund | 41.64% | -19.30% | -13.74% | -6.53% | 16.69% | 1.89% | -2.51% | 22.16% | 11.37% | 15.11% |
FDUS Fidus Investment Corporation | 0.59% | -5.20% | 22.65% | 14.02% | 31.02% | 52.08% | -3.70% | 35.37% | -8.58% | -2.94% |
Correlation
The correlation between BSIF.L and FDUS is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.06 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.04 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.04 |
Correlation (All Time) Calculated using the full available price history since Jul 16, 2013 | 0.05 |
Fundamentals
BSIF.L:
-£0.06
FDUS:
$2.40
BSIF.L:
76.44
FDUS:
4.88
BSIF.L:
£7.10M
FDUS:
$140.24M
BSIF.L:
-£4.75M
FDUS:
$91.57M
BSIF.L:
-£30.10M
FDUS:
$98.79M
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Return for Risk
BSIF.L vs. FDUS — Risk / Return Rank
BSIF.L
FDUS
BSIF.L vs. FDUS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bluefield Solar Income Fund (BSIF.L) and Fidus Investment Corporation (FDUS). 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.
| BSIF.L | FDUS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.05 | ||
| Sortino ratioReturn per unit of downside risk | +0.17 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.06 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 0.33 | 0.34 | -0.01 |
| Martin ratioReturn relative to average drawdown | 0.61 | 0.69 | -0.08 |
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
| BSIF.L | FDUS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | 0.25 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.73 | -0.64 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | 0.44 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.44 | -0.07 |
Drawdowns
BSIF.L vs. FDUS - Drawdown Comparison
The maximum BSIF.L drawdown since its inception was -40.05%, smaller than the maximum FDUS drawdown of -66.67%. Use the drawdown chart below to compare losses from any high point for BSIF.L and FDUS.
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Drawdown Indicators
| BSIF.L | FDUS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.05% | -66.67% | +26.62% |
Max Drawdown (1Y)Largest decline over 1 year | -28.46% | -15.53% | -12.93% |
Max Drawdown (3Y)Largest decline over 3 years | -35.91% | -25.04% | -10.87% |
Max Drawdown (5Y)Largest decline over 5 years | -40.05% | -25.04% | -15.01% |
Max Drawdown (10Y)Largest decline over 10 years | -40.05% | -66.67% | +26.62% |
Current DrawdownCurrent decline from peak | -13.05% | -13.72% | +0.67% |
Average DrawdownAverage peak-to-trough decline | -7.29% | -9.37% | +2.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.47% | 7.61% | +7.86% |
Volatility
BSIF.L vs. FDUS - Volatility Comparison
Bluefield Solar Income Fund (BSIF.L) has a higher volatility of 15.83% compared to Fidus Investment Corporation (FDUS) at 10.63%. This indicates that BSIF.L's price experiences larger fluctuations and is considered to be riskier than FDUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSIF.L | FDUS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.83% | 10.63% | +5.20% |
Volatility (6M)Calculated over the trailing 6-month period | 24.05% | 17.10% | +6.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.57% | 21.36% | +10.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.74% | 20.35% | +1.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.08% | 33.56% | -15.48% |
Dividends
BSIF.L vs. FDUS - Dividend Comparison
BSIF.L's dividend yield for the trailing twelve months is around 9.83%, less than FDUS's 11.34% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSIF.L Bluefield Solar Income Fund | 9.83% | 12.99% | 9.34% | 7.25% | 6.03% | 6.43% | 6.06% | 5.86% | 6.00% | 3.38% | 6.82% | 7.11% |
FDUS Fidus Investment Corporation | 11.34% | 11.14% | 11.51% | 14.63% | 10.51% | 8.90% | 10.15% | 10.78% | 13.69% | 10.54% | 10.17% | 11.69% |
Financials
BSIF.L vs. FDUS - Financials Comparison
This section allows you to compare key financial metrics between Bluefield Solar Income Fund and Fidus Investment Corporation. 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
Frequently Asked Questions
BSIF.L and FDUS have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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