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CVCG.L vs. BIPS.L
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

CVCG.L vs. BIPS.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in CVC Income & Growth Limited (CVCG.L) and Invesco Bond Income Plus Limited (BIPS.L). The values are adjusted to include any dividend payments, if applicable.

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CVCG.L vs. BIPS.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CVCG.L
CVC Income & Growth Limited
-5.86%7.43%31.28%17.87%-7.57%16.87%0.78%-3.50%0.53%14.77%
BIPS.L
Invesco Bond Income Plus Limited
-0.26%8.04%8.84%10.52%-5.13%4.18%1.80%2,367.89%-7.60%9.93%

Fundamentals

Market Cap

CVCG.L:

£262.35M

BIPS.L:

£353.09M

EPS

CVCG.L:

£0.06

BIPS.L:

£0.31

PE Ratio

CVCG.L:

19.58

BIPS.L:

5.53

PEG Ratio

CVCG.L:

0.31

BIPS.L:

0.13

PS Ratio

CVCG.L:

3.99

BIPS.L:

4.63

PB Ratio

CVCG.L:

0.79

BIPS.L:

0.96

Total Revenue (TTM)

CVCG.L:

£62.39M

BIPS.L:

£76.29M

Gross Profit (TTM)

CVCG.L:

£43.35M

BIPS.L:

£50.92M

EBITDA (TTM)

CVCG.L:

£43.05M

BIPS.L:

£39.31M

Returns By Period

In the year-to-date period, CVCG.L achieves a -5.86% return, which is significantly lower than BIPS.L's -0.26% return. Over the past 10 years, CVCG.L has underperformed BIPS.L with an annualized return of 7.73%, while BIPS.L has yielded a comparatively higher 43.38% annualized return.


CVCG.L

1D
0.93%
1M
-6.03%
YTD
-5.86%
6M
-5.96%
1Y
-2.61%
3Y*
13.72%
5Y*
9.64%
10Y*
7.73%

BIPS.L

1D
-0.29%
1M
-2.28%
YTD
-0.26%
6M
0.93%
1Y
6.75%
3Y*
9.30%
5Y*
5.01%
10Y*
43.38%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

CVCG.L vs. BIPS.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CVCG.L
CVCG.L Risk / Return Rank: 2626
Overall Rank
CVCG.L Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
CVCG.L Sortino Ratio Rank: 2626
Sortino Ratio Rank
CVCG.L Omega Ratio Rank: 2525
Omega Ratio Rank
CVCG.L Calmar Ratio Rank: 3434
Calmar Ratio Rank
CVCG.L Martin Ratio Rank: 1313
Martin Ratio Rank

BIPS.L
BIPS.L Risk / Return Rank: 7474
Overall Rank
BIPS.L Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
BIPS.L Sortino Ratio Rank: 6363
Sortino Ratio Rank
BIPS.L Omega Ratio Rank: 7474
Omega Ratio Rank
BIPS.L Calmar Ratio Rank: 7474
Calmar Ratio Rank
BIPS.L Martin Ratio Rank: 8686
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CVCG.L vs. BIPS.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for CVC Income & Growth Limited (CVCG.L) and Invesco Bond Income Plus Limited (BIPS.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.


CVCG.LBIPS.LDifference

Sharpe ratio

Return per unit of total volatility

-0.19

0.93

-1.12

Sortino ratio

Return per unit of downside risk

-0.18

1.29

-1.47

Omega ratio

Gain probability vs. loss probability

0.97

1.24

-0.27

Calmar ratio

Return relative to maximum drawdown

-0.25

1.71

-1.96

Martin ratio

Return relative to average drawdown

-1.37

8.21

-9.58

CVCG.L vs. BIPS.L - Sharpe Ratio Comparison

The current CVCG.L Sharpe Ratio is -0.19, which is lower than the BIPS.L Sharpe Ratio of 0.93. The chart below compares the historical Sharpe Ratios of CVCG.L and BIPS.L, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


CVCG.LBIPS.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.19

0.93

-1.12

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.48

0.27

+0.21

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.32

0.07

+0.25

Sharpe Ratio (All Time)

Calculated using the full available price history

0.30

Correlation

The correlation between CVCG.L and BIPS.L is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

CVCG.L vs. BIPS.L - Dividend Comparison

CVCG.L's dividend yield for the trailing twelve months is around 8.90%, more than BIPS.L's 7.14% yield.


TTM20252024202320222021202020192018201720162015
CVCG.L
CVC Income & Growth Limited
8.90%8.64%8.58%8.08%5.68%4.49%5.14%5.54%5.07%4.64%6.04%4.90%
BIPS.L
Invesco Bond Income Plus Limited
7.14%7.00%6.61%6.73%6.70%5.61%5.27%98.33%5.71%5.01%5.24%5.53%

Drawdowns

CVCG.L vs. BIPS.L - Drawdown Comparison

The maximum CVCG.L drawdown since its inception was -44.77%, smaller than the maximum BIPS.L drawdown of -54,066,487.21%. Use the drawdown chart below to compare losses from any high point for CVCG.L and BIPS.L.


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Drawdown Indicators


CVCG.LBIPS.LDifference

Max Drawdown

Largest peak-to-trough decline

-44.77%

-54,066,487.21%

+54,066,442.44%

Max Drawdown (1Y)

Largest decline over 1 year

-10.61%

-3.76%

-6.85%

Max Drawdown (5Y)

Largest decline over 5 years

-17.08%

-23.39%

+6.31%

Max Drawdown (10Y)

Largest decline over 10 years

-44.77%

-38.38%

-6.39%

Current Drawdown

Current decline from peak

-7.42%

-52,759,049.68%

+52,759,042.26%

Average Drawdown

Average peak-to-trough decline

-4.08%

-13,330,527.04%

+13,330,522.96%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.91%

0.78%

+1.13%

Volatility

CVCG.L vs. BIPS.L - Volatility Comparison

CVC Income & Growth Limited (CVCG.L) has a higher volatility of 9.56% compared to Invesco Bond Income Plus Limited (BIPS.L) at 2.38%. This indicates that CVCG.L's price experiences larger fluctuations and is considered to be riskier than BIPS.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CVCG.LBIPS.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.56%

2.38%

+7.18%

Volatility (6M)

Calculated over the trailing 6-month period

10.96%

3.89%

+7.07%

Volatility (1Y)

Calculated over the trailing 1-year period

13.72%

7.23%

+6.49%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.01%

18.26%

+1.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.82%

627.91%

-604.09%

Financials

CVCG.L vs. BIPS.L - Financials Comparison

This section allows you to compare key financial metrics between CVC Income & Growth Limited and Invesco Bond Income Plus Limited. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


-30.00M-20.00M-10.00M0.0010.00M20.00M30.00M201420152016201720182019202020212022202320242025
20.28M
15.94M
(CVCG.L) Total Revenue
(BIPS.L) Total Revenue
Values in GBp except per share items

CVCG.L vs. BIPS.L - Profitability Comparison

The chart below illustrates the profitability comparison between CVC Income & Growth Limited and Invesco Bond Income Plus Limited over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%201420152016201720182019202020212022202320242025
99.3%
63.3%
Portfolio components
CVCG.L - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, CVC Income & Growth Limited reported a gross profit of 20.13M and revenue of 20.28M. Therefore, the gross margin over that period was 99.3%.

BIPS.L - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Invesco Bond Income Plus Limited reported a gross profit of 10.09M and revenue of 15.94M. Therefore, the gross margin over that period was 63.3%.

CVCG.L - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, CVC Income & Growth Limited reported an operating income of -2.21M and revenue of 20.28M, resulting in an operating margin of -10.9%.

BIPS.L - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Invesco Bond Income Plus Limited reported an operating income of 13.80M and revenue of 15.94M, resulting in an operating margin of 86.6%.

CVCG.L - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, CVC Income & Growth Limited reported a net income of -4.16M and revenue of 20.28M, resulting in a net margin of -20.5%.

BIPS.L - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Invesco Bond Income Plus Limited reported a net income of 11.38M and revenue of 15.94M, resulting in a net margin of 71.4%.