BSIF.L vs. LIO.L
BSIF.L (Bluefield Solar Income Fund) and LIO.L (Liontrust Asset Management) are both stocks. Both are in the Financial Services sector — BSIF.L in Collective Investments, LIO.L in Asset Management. Over the past 10 years, BSIF.L returned 6.19%/yr vs 8.21%/yr for LIO.L. At a 0.15 correlation, their price movements are largely independent.
Performance
BSIF.L vs. LIO.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 LIO.L's 16.95% return. Over the past 10 years, BSIF.L has underperformed LIO.L with an annualized return of 6.19%, while LIO.L has yielded a comparatively higher 8.21% 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%
LIO.L
- 1D
- 1.64%
- 1M
- 23.46%
- YTD
- 16.95%
- 6M
- 21.76%
- 1Y
- -7.03%
- 3Y*
- -16.87%
- 5Y*
- -19.70%
- 10Y*
- 8.21%
BSIF.L vs. LIO.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% |
LIO.L Liontrust Asset Management | 16.95% | -34.62% | -14.25% | -37.55% | -45.27% | 74.21% | 21.37% | 95.83% | 23.19% | 32.23% |
Correlation
The correlation between BSIF.L and LIO.L is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.19 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Jul 16, 2013 | 0.15 |
The correlation between BSIF.L and LIO.L shifts across timeframes, from 0.12 (1 year) to 0.22 (3 years), reflecting how their relationship changes across market environments.
Fundamentals
BSIF.L:
-£0.06
LIO.L:
£0.43
BSIF.L:
76.44
LIO.L:
0.59
BSIF.L:
£7.10M
LIO.L:
£332.67M
BSIF.L:
-£4.75M
LIO.L:
£168.56M
BSIF.L:
-£30.10M
LIO.L:
£68.22M
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Return for Risk
BSIF.L vs. LIO.L — Risk / Return Rank
BSIF.L
LIO.L
BSIF.L vs. LIO.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bluefield Solar Income Fund (BSIF.L) and Liontrust Asset Management (LIO.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 | LIO.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.48 | ||
| Sortino ratioReturn per unit of downside risk | +0.68 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.00 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 0.33 | -0.18 | +0.51 |
| Martin ratioReturn relative to average drawdown | 0.61 | -0.27 | +0.88 |
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 | LIO.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | -0.18 | +0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | -0.48 | +0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | 0.20 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.19 | +0.18 |
Drawdowns
BSIF.L vs. LIO.L - Drawdown Comparison
The maximum BSIF.L drawdown since its inception was -40.05%, smaller than the maximum LIO.L drawdown of -85.10%. Use the drawdown chart below to compare losses from any high point for BSIF.L and LIO.L.
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Drawdown Indicators
| BSIF.L | LIO.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.05% | -85.10% | +45.05% |
Max Drawdown (1Y)Largest decline over 1 year | -28.46% | -39.01% | +10.55% |
Max Drawdown (3Y)Largest decline over 3 years | -35.91% | -63.98% | +28.07% |
Max Drawdown (5Y)Largest decline over 5 years | -40.05% | -85.06% | +45.01% |
Max Drawdown (10Y)Largest decline over 10 years | -40.05% | -85.06% | +45.01% |
Current DrawdownCurrent decline from peak | -13.05% | -79.96% | +66.91% |
Average DrawdownAverage peak-to-trough decline | -7.29% | -36.05% | +28.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.47% | 25.57% | -10.10% |
Volatility
BSIF.L vs. LIO.L - Volatility Comparison
Bluefield Solar Income Fund (BSIF.L) has a higher volatility of 15.83% compared to Liontrust Asset Management (LIO.L) at 8.56%. This indicates that BSIF.L's price experiences larger fluctuations and is considered to be riskier than LIO.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 | LIO.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.83% | 8.56% | +7.27% |
Volatility (6M)Calculated over the trailing 6-month period | 24.05% | 27.20% | -3.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.57% | 38.10% | -6.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.74% | 41.04% | -19.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.08% | 40.46% | -22.38% |
Dividends
BSIF.L vs. LIO.L - Dividend Comparison
BSIF.L's dividend yield for the trailing twelve months is around 9.83%, less than LIO.L's 18.36% 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% |
LIO.L Liontrust Asset Management | 18.36% | 21.47% | 15.13% | 11.43% | 6.43% | 2.64% | 2.69% | 2.64% | 3.95% | 3.27% | 3.39% | 3.22% |
Financials
BSIF.L vs. LIO.L - Financials Comparison
This section allows you to compare key financial metrics between Bluefield Solar Income Fund and Liontrust Asset Management. 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 LIO.L have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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