LIO.L vs. BXSL
LIO.L (Liontrust Asset Management) and BXSL (Blackstone Secured Lending Fund) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 3 years, LIO.L returned -16.87%/yr vs 5.12%/yr for BXSL. At a 0.08 correlation, their price movements are largely independent.
Performance
LIO.L vs. BXSL - Performance Comparison
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Different Trading Currencies
LIO.L is traded in GBp, while BXSL is traded in USD. To make them comparable, the BXSL values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, LIO.L achieves a 16.95% return, which is significantly higher than BXSL's -6.21% 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%
BXSL
- 1D
- 2.32%
- 1M
- -3.70%
- YTD
- -6.21%
- 6M
- -11.05%
- 1Y
- -14.50%
- 3Y*
- 5.12%
- 5Y*
- —
- 10Y*
- —
LIO.L vs. BXSL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
LIO.L Liontrust Asset Management | 16.95% | -34.62% | -14.25% | -37.55% | -45.27% | 2.37% |
BXSL Blackstone Secured Lending Fund | -6.21% | -15.82% | 31.27% | 30.93% | -17.23% | 27.37% |
Correlation
The correlation between LIO.L and BXSL is 0.08, 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 | 0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
Correlation (All Time) Calculated using the full available price history since Oct 29, 2021 | 0.08 |
Fundamentals
LIO.L:
£194.89M
BXSL:
$5.53B
LIO.L:
£0.43
BXSL:
$1.80
LIO.L:
7.16
BXSL:
13.23
LIO.L:
0.59
BXSL:
7.74
LIO.L:
1.74
BXSL:
0.91
LIO.L:
£332.67M
BXSL:
$706.98M
LIO.L:
£168.56M
BXSL:
$831.73M
LIO.L:
£68.22M
BXSL:
$525.53M
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Return for Risk
LIO.L vs. BXSL — Risk / Return Rank
LIO.L
BXSL
LIO.L vs. BXSL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Liontrust Asset Management (LIO.L) and Blackstone Secured Lending Fund (BXSL). 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 | BXSL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.52 | ||
| Sortino ratioReturn per unit of downside risk | +0.92 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 0.90 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | -0.18 | -0.62 | +0.44 |
| Martin ratioReturn relative to average drawdown | -0.27 | -0.95 | +0.68 |
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 | BXSL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.18 | -0.71 | +0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.48 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.20 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.19 | 0.34 | -0.15 |
Drawdowns
LIO.L vs. BXSL - Drawdown Comparison
The maximum LIO.L drawdown since its inception was -85.10%, which is greater than BXSL's maximum drawdown of -29.12%. Use the drawdown chart below to compare losses from any high point for LIO.L and BXSL.
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Drawdown Indicators
| LIO.L | BXSL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.10% | -29.12% | -55.98% |
Max Drawdown (1Y)Largest decline over 1 year | -39.01% | -23.47% | -15.54% |
Max Drawdown (3Y)Largest decline over 3 years | -63.98% | -29.12% | -34.86% |
Max Drawdown (5Y)Largest decline over 5 years | -85.06% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -85.06% | — | — |
Current DrawdownCurrent decline from peak | -79.96% | -25.63% | -54.33% |
Average DrawdownAverage peak-to-trough decline | -36.05% | -12.97% | -23.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 25.57% | 15.25% | +10.32% |
Volatility
LIO.L vs. BXSL - Volatility Comparison
Liontrust Asset Management (LIO.L) has a higher volatility of 8.56% compared to Blackstone Secured Lending Fund (BXSL) at 6.17%. This indicates that LIO.L's price experiences larger fluctuations and is considered to be riskier than BXSL 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 | BXSL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.56% | 6.17% | +2.39% |
Volatility (6M)Calculated over the trailing 6-month period | 27.20% | 16.44% | +10.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.10% | 20.55% | +17.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 41.04% | 24.09% | +16.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 40.46% | 24.09% | +16.37% |
Dividends
LIO.L vs. BXSL - Dividend Comparison
LIO.L's dividend yield for the trailing twelve months is around 18.36%, more than BXSL's 12.94% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BXSL Blackstone Secured Lending Fund | 12.94% | 11.70% | 9.53% | 10.64% | 13.02% | 1.56% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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. BXSL - Financials Comparison
This section allows you to compare key financial metrics between Liontrust Asset Management and Blackstone Secured Lending 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 BXSL have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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