LWDB.L vs. BNKR.L
Compare and contrast key facts about Law Debenture Corp (LWDB.L) and Bankers Investment Trust (BNKR.L).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LWDB.L or BNKR.L.
Key characteristics
| LWDB.L | BNKR.L | |
|---|---|---|
| YTD Return | 13.97% | 10.00% |
| 1Y Return | 14.34% | 15.98% |
| 3Y Return (Ann) | 9.33% | 0.69% |
| 5Y Return (Ann) | 13.13% | 11.96% |
| 10Y Return (Ann) | 8.91% | 26.11% |
| Sharpe Ratio | 0.89 | 1.21 |
| Daily Std Dev | 15.11% | 12.98% |
| Max Drawdown | -54.05% | -64.71% |
| Current Drawdown | -2.51% | -5.56% |
Fundamentals
| LWDB.L | BNKR.L | |
|---|---|---|
| Market Cap | £1.17B | £1.30B |
| EPS | £1.08 | £0.05 |
| PE Ratio | 8.28 | 22.40 |
| PEG Ratio | 0.00 | 0.00 |
| Total Revenue (TTM) | £301.97M | £260.68M |
| Gross Profit (TTM) | £285.82M | £254.63M |
| EBITDA (TTM) | £226.20M | £154.20M |
Correlation
The correlation between LWDB.L and BNKR.L is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
LWDB.L vs. BNKR.L - Performance Comparison
In the year-to-date period, LWDB.L achieves a 13.97% return, which is significantly higher than BNKR.L's 10.00% return. Over the past 10 years, LWDB.L has underperformed BNKR.L with an annualized return of 8.91%, while BNKR.L has yielded a comparatively higher 26.11% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
LWDB.L vs. BNKR.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Law Debenture Corp (LWDB.L) and Bankers Investment Trust (BNKR.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.
Dividends
LWDB.L vs. BNKR.L - Dividend Comparison
LWDB.L's dividend yield for the trailing twelve months is around 3.62%, more than BNKR.L's 2.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LWDB.L Law Debenture Corp | 3.62% | 3.95% | 3.91% | 3.52% | 5.64% | 3.00% | 3.30% | 2.70% | 3.06% | 1.07% | 0.03% | 2.69% |
BNKR.L Bankers Investment Trust | 2.41% | 2.44% | 2.30% | 5.73% | 19.45% | 20.67% | 24.93% | 20.90% | 23.45% | 24.76% | 12.70% | 2.40% |
Drawdowns
LWDB.L vs. BNKR.L - Drawdown Comparison
The maximum LWDB.L drawdown since its inception was -54.05%, smaller than the maximum BNKR.L drawdown of -64.71%. Use the drawdown chart below to compare losses from any high point for LWDB.L and BNKR.L. For additional features, visit the drawdowns tool.
Volatility
LWDB.L vs. BNKR.L - Volatility Comparison
The current volatility for Law Debenture Corp (LWDB.L) is 4.48%, while Bankers Investment Trust (BNKR.L) has a volatility of 4.99%. This indicates that LWDB.L experiences smaller price fluctuations and is considered to be less risky than BNKR.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
LWDB.L vs. BNKR.L - Financials Comparison
This section allows you to compare key financial metrics between Law Debenture Corp and Bankers Investment Trust. 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