KCR.L vs. BIBDX

Last updated Jun 5, 2026

KCR.L (KCR Residential Reit plc) is a stock, while BIBDX (BlackRock Global Dividend Portfolio) is Global Equities fund managed by BlackRock. Over the past 10 years, KCR.L returned -20.71%/yr vs 10.03%/yr for BIBDX. At a 0.01 correlation, their price movements are largely independent.

Performance

KCR.L vs. BIBDX - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in KCR Residential Reit plc (KCR.L) and BlackRock Global Dividend Portfolio (BIBDX). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

KCR.L is traded in GBp, while BIBDX is traded in USD. To make them comparable, the BIBDX values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, KCR.L achieves a -2.99% return, which is significantly lower than BIBDX's 10.34% return. Over the past 10 years, KCR.L has underperformed BIBDX with an annualized return of -20.71%, while BIBDX has yielded a comparatively higher 10.03% annualized return.

KCR.L

• 1D: 0.00%
• 1M: -10.00%
• YTD: -2.99%
• 6M: -2.99%
• 1Y: -26.36%
• 3Y*: 2.60%
• 5Y*: -14.28%
• 10Y*: -20.71%

BIBDX

• 1D: -0.26%
• 1M: 2.69%
• YTD: 10.34%
• 6M: 9.22%
• 1Y: 24.84%
• 3Y*: 13.08%
• 5Y*: 9.70%
• 10Y*: 10.03%

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

KCR.L vs. BIBDX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
KCR.L KCR Residential Reit plc	-2.99%	-1.76%	-15.00%	-20.00%	-21.87%	-31.91%	-51.55%	-10.19%	-36.47%	25.93%
BIBDX BlackRock Global Dividend Portfolio	10.34%	10.82%	11.63%	10.76%	-3.46%	18.81%	3.77%	18.13%	-5.15%	9.06%

Correlation

The correlation between KCR.L and BIBDX is 0.05, 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	0.05
Correlation (3Y) Calculated over the trailing 3-year period	0.01
Correlation (5Y) Calculated over the trailing 5-year period	0.01
Correlation (10Y) Calculated over the trailing 10-year period	0.01
Correlation (All Time) Calculated using the full available price history since Jul 6, 2015	0.01

Return for Risk

KCR.L vs. BIBDX — Risk / Return Rank

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

KCR.L

KCR.L Risk / Return Rank: 19
KCR.L Sharpe Ratio Rank: 20
KCR.L Sortino Ratio Rank: 22
KCR.L Omega Ratio Rank: 14
KCR.L Calmar Ratio Rank: 19
KCR.L Martin Ratio Rank: 20

BIBDX

BIBDX Risk / Return Rank: 46
BIBDX Sharpe Ratio Rank: 48
BIBDX Sortino Ratio Rank: 46
BIBDX Omega Ratio Rank: 47
BIBDX Calmar Ratio Rank: 39
BIBDX Martin Ratio Rank: 49

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.

KCR.L vs. BIBDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for KCR Residential Reit plc (KCR.L) and BlackRock Global Dividend Portfolio (BIBDX). 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.

	KCR.L	BIBDX	Difference
Sharpe ratio: Return per unit of total volatility	-0.48	2.30	-2.78
Sortino ratio: Return per unit of downside risk	-0.42	3.08	-3.49
Omega ratio: Gain probability vs. loss probability	0.89	1.43	-0.54
Calmar ratio: Return relative to maximum drawdown	-0.61	2.81	-3.42
Martin ratio: Return relative to average drawdown	-1.05	12.00	-13.05
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

KCR.L vs. BIBDX - Sharpe Ratio Comparison

The current KCR.L Sharpe Ratio is -0.48, which is lower than the BIBDX Sharpe Ratio of 2.30. The chart below compares the historical Sharpe Ratios of KCR.L and BIBDX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	KCR.L	BIBDX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.48	2.30	-2.78
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.33	0.77	-1.11
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	-0.58	0.68	-1.26
Sharpe Ratio (All Time) Calculated using the full available price history	-0.56	0.69	-1.25

Drawdowns

KCR.L vs. BIBDX - Drawdown Comparison

The maximum KCR.L drawdown since its inception was -92.59%, which is greater than BIBDX's maximum drawdown of -24.68%. Use the drawdown chart below to compare losses from any high point for KCR.L and BIBDX.

Drawdown Indicators

	KCR.L	BIBDX	Difference
Max Drawdown Largest peak-to-trough decline	-92.59%	-24.68%	-67.91%
Max Drawdown (1Y) Largest decline over 1 year	-37.20%	-8.80%	-28.40%
Max Drawdown (3Y) Largest decline over 3 years	-37.20%	-17.53%	-19.67%
Max Drawdown (5Y) Largest decline over 5 years	-68.75%	-17.53%	-51.22%
Max Drawdown (10Y) Largest decline over 10 years	-91.89%	-24.68%	-67.21%
Current Drawdown Current decline from peak	-92.00%	-0.67%	-91.33%
Average Drawdown Average peak-to-trough decline	-62.46%	-3.54%	-58.92%
Ulcer Index Depth and duration of drawdowns from previous peaks	21.66%	2.06%	+19.60%

Volatility

KCR.L vs. BIBDX - Volatility Comparison

KCR Residential Reit plc (KCR.L) has a higher volatility of 10.54% compared to BlackRock Global Dividend Portfolio (BIBDX) at 3.21%. This indicates that KCR.L's price experiences larger fluctuations and is considered to be riskier than BIBDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	KCR.L	BIBDX	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.54%	3.21%	+7.33%
Volatility (6M) Calculated over the trailing 6-month period	25.26%	8.64%	+16.62%
Volatility (1Y) Calculated over the trailing 1-year period	55.67%	10.77%	+44.90%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	42.80%	12.61%	+30.19%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	36.06%	14.70%	+21.36%

Dividends

KCR.L vs. BIBDX - Dividend Comparison

KCR.L has not paid dividends to shareholders, while BIBDX's dividend yield for the trailing twelve months is around 18.39%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BIBDX BlackRock Global Dividend Portfolio	18.39%	20.14%	8.09%	2.00%	6.51%	18.01%	5.94%	7.97%	7.05%	6.47%	2.47%	4.34%
KCR.L KCR Residential Reit plc	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both KCR.L and BIBDX in my portfolio?

KCR.L and BIBDX have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.