DUKE.L vs. BIPS.L
DUKE.L (Duke Royalty Ltd) and BIPS.L (Invesco Bond Income Plus Limited) are both stocks. Both are in the Financial Services sector — DUKE.L in Asset Management, BIPS.L in Collective Investments. Over the past 10 years, DUKE.L returned 1.65%/yr vs 5.45%/yr for BIPS.L. At a 0.05 correlation, their price movements are largely independent.
Performance
DUKE.L vs. BIPS.L - Performance Comparison
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Returns By Period
In the year-to-date period, DUKE.L achieves a 4.50% return, which is significantly higher than BIPS.L's 3.02% return. Over the past 10 years, DUKE.L has underperformed BIPS.L with an annualized return of 1.65%, while BIPS.L has yielded a comparatively higher 5.45% annualized return.
DUKE.L
- 1D
- 0.00%
- 1M
- 1.71%
- 6M
- 5.47%
- YTD
- 4.50%
- 1Y
- -2.83%
- 3Y*
- 1.19%
- 5Y*
- 1.34%
- 10Y*
- 1.65%
- ALL TIME*
- -18.16%
BIPS.L
- 1D
- 0.00%
- 1M
- 0.03%
- 6M
- 1.81%
- YTD
- 3.02%
- 1Y
- 7.62%
- 3Y*
- 9.19%
- 5Y*
- 5.20%
- 10Y*
- 5.45%
- ALL TIME*
- 6.29%
DUKE.L vs. BIPS.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DUKE.L Duke Royalty Ltd | 4.50% | -2.75% | 0.63% | 5.76% | -13.32% | 48.18% | -31.09% | 22.80% | 19.60% | -13.56% |
BIPS.L Invesco Bond Income Plus Limited | 3.02% | 8.04% | 8.84% | 10.52% | -5.13% | 4.18% | 1.80% | 18.73% | -7.60% | 9.93% |
Correlation
The correlation between DUKE.L and BIPS.L is 0.10, 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 | 0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.05 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.07 |
Correlation (All Time) Calculated using the full available price history since Jul 9, 2012 | 0.05 |
Fundamentals
DUKE.L:
£134.69M
BIPS.L:
£454.57M
DUKE.L:
£0.03
BIPS.L:
£0.24
DUKE.L:
10.48
BIPS.L:
7.11
DUKE.L:
0.17
BIPS.L:
0.11
DUKE.L:
3.12
BIPS.L:
5.90
DUKE.L:
0.79
BIPS.L:
0.99
DUKE.L:
£43.66M
BIPS.L:
£68.76M
DUKE.L:
£34.79M
BIPS.L:
£59.59M
DUKE.L:
£31.33M
BIPS.L:
£59.76M
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Return for Risk
DUKE.L vs. BIPS.L — Risk / Return Rank
DUKE.L
BIPS.L
DUKE.L vs. BIPS.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Duke Royalty Ltd (DUKE.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DUKE.L | BIPS.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.61 | ||
| Sortino ratioReturn per unit of downside risk | -2.17 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.30 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | -0.20 | 2.81 | -3.01 |
| Martin ratioReturn relative to average drawdown | -0.34 | 10.31 | -10.64 |
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Drawdowns
DUKE.L vs. BIPS.L - Drawdown Comparison
The maximum DUKE.L drawdown since its inception was -98.28%, which is greater than BIPS.L's maximum drawdown of -50.42%. Use the drawdown chart below to compare losses from any high point for DUKE.L and BIPS.L.
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Drawdown Indicators
| DUKE.L | BIPS.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.28% | -50.42% | -47.86% |
Max Drawdown (1Y)Largest decline over 1 year | -13.88% | -2.70% | -11.18% |
Max Drawdown (3Y)Largest decline over 3 years | -20.46% | -4.72% | -15.74% |
Max Drawdown (5Y)Largest decline over 5 years | -35.42% | -23.39% | -12.03% |
Max Drawdown (10Y)Largest decline over 10 years | -64.54% | -38.38% | -26.16% |
Current DrawdownCurrent decline from peak | -95.39% | -0.26% | -95.13% |
Average DrawdownAverage peak-to-trough decline | -89.99% | -5.19% | -84.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.62% | 0.74% | +5.88% |
Volatility
DUKE.L vs. BIPS.L - Volatility Comparison
Duke Royalty Ltd (DUKE.L) has a higher volatility of 6.77% compared to Invesco Bond Income Plus Limited (BIPS.L) at 1.66%. This indicates that DUKE.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
| DUKE.L | BIPS.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.77% | 1.66% | +5.11% |
Volatility (6M)Calculated over the trailing 6-month period | 14.44% | 4.02% | +10.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.56% | 5.18% | +15.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.73% | 17.52% | +8.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.32% | 19.09% | +12.23% |
Dividends
DUKE.L vs. BIPS.L - Dividend Comparison
DUKE.L's dividend yield for the trailing twelve months is around 10.47%, more than BIPS.L's 7.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIPS.L Invesco Bond Income Plus Limited | 7.16% | 7.00% | 6.61% | 6.73% | 6.70% | 5.61% | 5.27% | 5.08% | 5.71% | 5.01% | 5.24% | 5.53% |
DUKE.L Duke Royalty Ltd | 10.47% | 10.37% | 9.15% | 8.42% | 8.18% | 5.26% | 4.00% | 6.00% | 6.43% | 4.01% | 0.00% | 0.00% |
Financials
DUKE.L vs. BIPS.L - Financials Comparison
This section allows you to compare key financial metrics between Duke Royalty Ltd 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.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
DUKE.L and BIPS.L have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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