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

Performance

IPX.L vs. BSIF.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Impax Asset Management Group plc (IPX.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

In the year-to-date period, IPX.L achieves a -29.71% return, which is significantly lower than BSIF.L's 41.64% return. Over the past 10 years, IPX.L has outperformed BSIF.L with an annualized return of 12.14%, while BSIF.L has yielded a comparatively lower 6.19% annualized return.


IPX.L

1D
2.94%
1M
3.58%
YTD
-29.71%
6M
-27.81%
1Y
-43.43%
3Y*
-40.97%
5Y*
-33.99%
10Y*
12.14%

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)

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


2026 (YTD)202520242023202220212020201920182017
IPX.L
Impax Asset Management Group plc
-29.71%-29.43%-52.49%-21.30%-49.68%113.29%82.14%91.88%23.13%171.77%
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%

Correlation

The correlation between IPX.L and BSIF.L is 0.07, 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

0.07

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

0.17

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

0.16

Correlation (10Y)
Calculated over the trailing 10-year period

0.12

Correlation (All Time)
Calculated using the full available price history since Jul 16, 2013

0.10

Fundamentals

EPS

IPX.L:

£0.35

BSIF.L:

-£0.06

PS Ratio

IPX.L:

0.44

BSIF.L:

76.44

Total Revenue (TTM)

IPX.L:

£287.01M

BSIF.L:

£7.10M

Gross Profit (TTM)

IPX.L:

£225.50M

BSIF.L:

-£4.75M

EBITDA (TTM)

IPX.L:

£72.26M

BSIF.L:

-£30.10M

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Return for Risk

IPX.L vs. BSIF.L — Risk / Return Rank

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

IPX.L
IPX.L Risk / Return Rank: 66
Overall Rank
IPX.L Sharpe Ratio Rank: 55
Sharpe Ratio Rank
IPX.L Sortino Ratio Rank: 88
Sortino Ratio Rank
IPX.L Omega Ratio Rank: 66
Omega Ratio Rank
IPX.L Calmar Ratio Rank: 1010
Calmar Ratio Rank
IPX.L Martin Ratio Rank: 44
Martin Ratio Rank

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.

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

This table presents a comparison of risk-adjusted performance metrics for Impax Asset Management Group plc (IPX.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.


IPX.LBSIF.LDifference
Sharpe ratioReturn per unit of total volatility

-1.30

Sortino ratioReturn per unit of downside risk

-1.98

Omega ratioGain probability vs. loss probability

0.81

1.10

-0.29

Calmar ratioReturn relative to maximum drawdown

-0.82

0.33

-1.15

Martin ratioReturn relative to average drawdown

-1.61

0.61

-2.22

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

The current IPX.L Sharpe Ratio is -1.00, which is lower than the BSIF.L Sharpe Ratio of 0.30. The chart below compares the historical Sharpe Ratios of IPX.L and BSIF.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


IPX.LBSIF.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.00

0.30

-1.30

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.71

0.09

-0.80

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.26

0.34

-0.09

Sharpe Ratio (All Time)

Calculated using the full available price history

0.12

0.36

-0.25

Drawdowns

IPX.L vs. BSIF.L - Drawdown Comparison

The maximum IPX.L drawdown since its inception was -93.18%, which is greater than BSIF.L's maximum drawdown of -40.05%. Use the drawdown chart below to compare losses from any high point for IPX.L and BSIF.L.


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Drawdown Indicators


IPX.LBSIF.LDifference

Max Drawdown

Largest peak-to-trough decline

-93.18%

-40.05%

-53.13%

Max Drawdown (1Y)

Largest decline over 1 year

-52.68%

-28.46%

-24.22%

Max Drawdown (3Y)

Largest decline over 3 years

-81.50%

-35.91%

-45.59%

Max Drawdown (5Y)

Largest decline over 5 years

-91.40%

-40.05%

-51.35%

Max Drawdown (10Y)

Largest decline over 10 years

-91.40%

-40.05%

-51.35%

Current Drawdown

Current decline from peak

-90.73%

-13.05%

-77.68%

Average Drawdown

Average peak-to-trough decline

-40.62%

-7.29%

-33.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

26.93%

15.47%

+11.46%

Volatility

IPX.L vs. BSIF.L - Volatility Comparison

The current volatility for Impax Asset Management Group plc (IPX.L) is 10.59%, while Bluefield Solar Income Fund (BSIF.L) has a volatility of 15.83%. This indicates that IPX.L experiences smaller price fluctuations and is considered to be less risky than BSIF.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IPX.LBSIF.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.59%

15.83%

-5.24%

Volatility (6M)

Calculated over the trailing 6-month period

37.91%

24.05%

+13.86%

Volatility (1Y)

Calculated over the trailing 1-year period

43.18%

31.57%

+11.61%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

47.91%

21.74%

+26.17%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

47.37%

18.08%

+29.29%

Dividends

IPX.L vs. BSIF.L - Dividend Comparison

IPX.L's dividend yield for the trailing twelve months is around 11.83%, more than BSIF.L's 9.83% yield.


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%
IPX.L
Impax Asset Management Group plc
11.83%17.70%11.17%5.02%3.00%0.71%0.83%1.16%2.86%1.33%3.36%3.60%

Financials

IPX.L vs. BSIF.L - Financials Comparison

This section allows you to compare key financial metrics between Impax Asset Management Group 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


0.0050.00M100.00M20222023202420252026
59.67M
11.85M
(IPX.L) Total Revenue
(BSIF.L) Total Revenue
Values in GBp except per share items

Frequently Asked Questions


IPX.L and BSIF.L have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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