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IHR.L vs. BSIF.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

IHR.L vs. BSIF.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Impact Healthcare REIT plc (IHR.L) and Bluefield Solar Income Fund (BSIF.L). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


IHR.L

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IHR.L vs. BSIF.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IHR.L
Impact Healthcare REIT plc
0.00%0.00%-3.05%-14.13%-11.89%9.78%0.99%5.90%1.16%-1.06%
BSIF.L
Bluefield Solar Income Fund
41.64%-19.30%-13.74%-6.53%16.69%1.89%-2.51%22.16%11.37%10.43%

Correlation

The correlation between IHR.L and BSIF.L is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (3Y)
Calculated over the trailing 3-year period

0.12

Correlation (5Y)
Calculated over the trailing 5-year period

0.14

Correlation (All Time)
Calculated using the full available price history since Mar 8, 2017

0.12

Fundamentals

Total Revenue (TTM)

IHR.L:

£100.24M

BSIF.L:

£7.10M

Gross Profit (TTM)

IHR.L:

£98.71M

BSIF.L:

-£4.75M

EBITDA (TTM)

IHR.L:

-£2.85M

BSIF.L:

-£30.10M

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Return for Risk

IHR.L vs. BSIF.L — Risk / Return Rank

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

IHR.L

BSIF.L
BSIF.L Risk / Return Rank: 4949
Overall Rank
BSIF.L Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
BSIF.L Sortino Ratio Rank: 4646
Sortino Ratio Rank
BSIF.L Omega Ratio Rank: 4949
Omega Ratio Rank
BSIF.L Calmar Ratio Rank: 4949
Calmar Ratio Rank
BSIF.L Martin Ratio Rank: 4848
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.

IHR.L vs. BSIF.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Impact Healthcare REIT plc (IHR.L) and Bluefield Solar Income Fund (BSIF.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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

IHR.L vs. BSIF.L - Sharpe Ratio Comparison


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Sharpe Ratios by Period


IHR.LBSIF.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.30

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.34

Sharpe Ratio (All Time)

Calculated using the full available price history

0.36

Drawdowns

IHR.L vs. BSIF.L - Drawdown Comparison


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Drawdown Indicators


IHR.LBSIF.LDifference

Max Drawdown

Largest peak-to-trough decline

-40.05%

Max Drawdown (1Y)

Largest decline over 1 year

-28.46%

Max Drawdown (3Y)

Largest decline over 3 years

-35.91%

Max Drawdown (5Y)

Largest decline over 5 years

-40.05%

Max Drawdown (10Y)

Largest decline over 10 years

-40.05%

Current Drawdown

Current decline from peak

-13.05%

Average Drawdown

Average peak-to-trough decline

-7.29%

Ulcer Index

Depth and duration of drawdowns from previous peaks

15.47%

Volatility

IHR.L vs. BSIF.L - Volatility Comparison


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Volatility by Period


IHR.LBSIF.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

15.83%

Volatility (6M)

Calculated over the trailing 6-month period

24.05%

Volatility (1Y)

Calculated over the trailing 1-year period

31.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.74%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.08%

Dividends

IHR.L vs. BSIF.L - Dividend Comparison

IHR.L has not paid dividends to shareholders, while BSIF.L's dividend yield for the trailing twelve months is around 9.83%.


PositionTTM20252024202320222021202020192018201720162015
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%
IHR.L
Impact Healthcare REIT plc
0.00%0.00%0.08%0.07%0.06%0.05%0.06%1.49%0.06%0.03%0.00%0.00%

Financials

IHR.L vs. BSIF.L - Financials Comparison

This section allows you to compare key financial metrics between Impact Healthcare REIT plc and Bluefield Solar Income Fund. 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


0.0050.00M100.00M2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025April
26.80M
11.85M
(IHR.L) Total Revenue
(BSIF.L) Total Revenue
Values in GBp except per share items

Frequently Asked Questions


IHR.L and BSIF.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.

Portfolio Optimizer

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