BSIF.L vs. LGEN.L
BSIF.L (Bluefield Solar Income Fund) and LGEN.L (Legal & General Group plc) are both stocks. Both are in the Financial Services sector — BSIF.L in Collective Investments, LGEN.L in Asset Management. Over the past 10 years, BSIF.L returned 6.19%/yr vs 9.18%/yr for LGEN.L. At a 0.14 correlation, their price movements are largely independent.
Performance
BSIF.L vs. LGEN.L - Performance Comparison
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Returns By Period
In the year-to-date period, BSIF.L achieves a 41.64% return, which is significantly higher than LGEN.L's 10.37% return. Over the past 10 years, BSIF.L has underperformed LGEN.L with an annualized return of 6.19%, while LGEN.L has yielded a comparatively higher 9.18% 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%
LGEN.L
- 1D
- 1.49%
- 1M
- 10.56%
- YTD
- 10.37%
- 6M
- 15.39%
- 1Y
- 16.27%
- 3Y*
- 14.64%
- 5Y*
- 7.87%
- 10Y*
- 9.18%
BSIF.L vs. LGEN.L - 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% |
LGEN.L Legal & General Group plc | 10.37% | 24.31% | -0.17% | 9.34% | -10.20% | 19.04% | -4.25% | 39.75% | -10.39% | 16.77% |
Correlation
The correlation between BSIF.L and LGEN.L is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.20 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Jul 16, 2013 | 0.14 |
The correlation between BSIF.L and LGEN.L shifts across timeframes, from 0.14 (all time) to 0.24 (3 years), reflecting how their relationship changes across market environments.
Fundamentals
BSIF.L:
-£0.06
LGEN.L:
£0.09
BSIF.L:
76.44
LGEN.L:
0.24
BSIF.L:
£7.10M
LGEN.L:
£66.62B
BSIF.L:
-£4.75M
LGEN.L:
£44.74B
BSIF.L:
-£30.10M
LGEN.L:
£2.02B
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Return for Risk
BSIF.L vs. LGEN.L — Risk / Return Rank
BSIF.L
LGEN.L
BSIF.L vs. LGEN.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bluefield Solar Income Fund (BSIF.L) and Legal & General Group plc (LGEN.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.
| BSIF.L | LGEN.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.49 | ||
| Sortino ratioReturn per unit of downside risk | -0.48 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.16 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 0.33 | 1.14 | -0.81 |
| Martin ratioReturn relative to average drawdown | 0.61 | 3.14 | -2.53 |
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 | LGEN.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | 0.78 | -0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.33 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | 0.30 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.31 | +0.06 |
Drawdowns
BSIF.L vs. LGEN.L - Drawdown Comparison
The maximum BSIF.L drawdown since its inception was -40.05%, smaller than the maximum LGEN.L drawdown of -85.42%. Use the drawdown chart below to compare losses from any high point for BSIF.L and LGEN.L.
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Drawdown Indicators
| BSIF.L | LGEN.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.05% | -85.42% | +45.37% |
Max Drawdown (1Y)Largest decline over 1 year | -28.46% | -14.17% | -14.29% |
Max Drawdown (3Y)Largest decline over 3 years | -35.91% | -15.59% | -20.32% |
Max Drawdown (5Y)Largest decline over 5 years | -40.05% | -29.00% | -11.05% |
Max Drawdown (10Y)Largest decline over 10 years | -40.05% | -56.47% | +16.42% |
Current DrawdownCurrent decline from peak | -13.05% | 0.00% | -13.05% |
Average DrawdownAverage peak-to-trough decline | -7.29% | -17.45% | +10.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.47% | 5.16% | +10.31% |
Volatility
BSIF.L vs. LGEN.L - Volatility Comparison
Bluefield Solar Income Fund (BSIF.L) has a higher volatility of 15.83% compared to Legal & General Group plc (LGEN.L) at 7.58%. This indicates that BSIF.L's price experiences larger fluctuations and is considered to be riskier than LGEN.L 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 | LGEN.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.83% | 7.58% | +8.25% |
Volatility (6M)Calculated over the trailing 6-month period | 24.05% | 17.39% | +6.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.57% | 20.68% | +10.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.74% | 24.16% | -2.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.08% | 30.62% | -12.54% |
Dividends
BSIF.L vs. LGEN.L - Dividend Comparison
BSIF.L's dividend yield for the trailing twelve months is around 9.83%, more than LGEN.L's 8.01% 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% |
LGEN.L Legal & General Group plc | 8.01% | 8.20% | 8.98% | 7.82% | 7.50% | 5.99% | 6.60% | 5.53% | 6.77% | 5.36% | 5.63% | 4.41% |
Financials
BSIF.L vs. LGEN.L - Financials Comparison
This section allows you to compare key financial metrics between Bluefield Solar Income Fund and Legal & General Group plc. 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 LGEN.L have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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