LIO.L vs. BSIF.L
LIO.L (Liontrust Asset Management) and BSIF.L (Bluefield Solar Income Fund) are both stocks. Both are in the Financial Services sector — LIO.L in Asset Management, BSIF.L in Collective Investments. Over the past 10 years, LIO.L returned 8.21%/yr vs 6.19%/yr for BSIF.L. At a 0.15 correlation, their price movements are largely independent.
Performance
LIO.L vs. BSIF.L - Performance Comparison
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Returns By Period
In the year-to-date period, LIO.L achieves a 16.95% return, which is significantly lower than BSIF.L's 41.64% return. Over the past 10 years, LIO.L has outperformed BSIF.L with an annualized return of 8.21%, while BSIF.L has yielded a comparatively lower 6.19% annualized return.
LIO.L
- 1D
- 1.64%
- 1M
- 23.46%
- YTD
- 16.95%
- 6M
- 21.76%
- 1Y
- -7.03%
- 3Y*
- -16.87%
- 5Y*
- -19.70%
- 10Y*
- 8.21%
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%
LIO.L vs. BSIF.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LIO.L Liontrust Asset Management | 16.95% | -34.62% | -14.25% | -37.55% | -45.27% | 74.21% | 21.37% | 95.83% | 23.19% | 32.23% |
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 LIO.L and BSIF.L is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.19 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Jul 16, 2013 | 0.15 |
The correlation between LIO.L and BSIF.L shifts across timeframes, from 0.12 (1 year) to 0.22 (3 years), reflecting how their relationship changes across market environments.
Fundamentals
LIO.L:
£0.43
BSIF.L:
-£0.06
LIO.L:
0.59
BSIF.L:
76.44
LIO.L:
£332.67M
BSIF.L:
£7.10M
LIO.L:
£168.56M
BSIF.L:
-£4.75M
LIO.L:
£68.22M
BSIF.L:
-£30.10M
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Return for Risk
LIO.L vs. BSIF.L — Risk / Return Rank
LIO.L
BSIF.L
LIO.L vs. BSIF.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Liontrust Asset Management (LIO.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.
| LIO.L | BSIF.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.48 | ||
| Sortino ratioReturn per unit of downside risk | -0.68 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.10 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | -0.18 | 0.33 | -0.51 |
| Martin ratioReturn relative to average drawdown | -0.27 | 0.61 | -0.88 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LIO.L | BSIF.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.18 | 0.30 | -0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.48 | 0.09 | -0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.20 | 0.34 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.19 | 0.36 | -0.18 |
Drawdowns
LIO.L vs. BSIF.L - Drawdown Comparison
The maximum LIO.L drawdown since its inception was -85.10%, 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 LIO.L and BSIF.L.
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Drawdown Indicators
| LIO.L | BSIF.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.10% | -40.05% | -45.05% |
Max Drawdown (1Y)Largest decline over 1 year | -39.01% | -28.46% | -10.55% |
Max Drawdown (3Y)Largest decline over 3 years | -63.98% | -35.91% | -28.07% |
Max Drawdown (5Y)Largest decline over 5 years | -85.06% | -40.05% | -45.01% |
Max Drawdown (10Y)Largest decline over 10 years | -85.06% | -40.05% | -45.01% |
Current DrawdownCurrent decline from peak | -79.96% | -13.05% | -66.91% |
Average DrawdownAverage peak-to-trough decline | -36.05% | -7.29% | -28.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 25.57% | 15.47% | +10.10% |
Volatility
LIO.L vs. BSIF.L - Volatility Comparison
The current volatility for Liontrust Asset Management (LIO.L) is 8.56%, while Bluefield Solar Income Fund (BSIF.L) has a volatility of 15.83%. This indicates that LIO.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
| LIO.L | BSIF.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.56% | 15.83% | -7.27% |
Volatility (6M)Calculated over the trailing 6-month period | 27.20% | 24.05% | +3.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.10% | 31.57% | +6.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 41.04% | 21.74% | +19.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 40.46% | 18.08% | +22.38% |
Dividends
LIO.L vs. BSIF.L - Dividend Comparison
LIO.L's dividend yield for the trailing twelve months is around 18.36%, more than BSIF.L's 9.83% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
LIO.L Liontrust Asset Management | 18.36% | 21.47% | 15.13% | 11.43% | 6.43% | 2.64% | 2.69% | 2.64% | 3.95% | 3.27% | 3.39% | 3.22% |
Financials
LIO.L vs. BSIF.L - Financials Comparison
This section allows you to compare key financial metrics between Liontrust Asset Management 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.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
LIO.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.
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