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NRR.L vs. BIBDX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

NRR.L vs. BIBDX

Last updated Jun 5, 2026

NRR.L (NewRiver REIT plc) is a stock, while BIBDX (BlackRock Global Dividend Portfolio) is Global Equities fund managed by BlackRock. Over the past 10 years, NRR.L returned -6.74%/yr vs 10.03%/yr for BIBDX. At a 0.10 correlation, their price movements are largely independent.

Performance

NRR.L vs. BIBDX - Performance Comparison

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

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Different Trading Currencies

NRR.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, NRR.L achieves a 9.55% return, which is significantly lower than BIBDX's 10.34% return. Over the past 10 years, NRR.L has underperformed BIBDX with an annualized return of -6.74%, while BIBDX has yielded a comparatively higher 10.03% annualized return.

NRR.L

1D
0.93%
1M
-0.39%
YTD
9.55%
6M
7.48%
1Y
5.09%
3Y*
4.44%
5Y*
2.78%
10Y*
-6.74%

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)

NRR.L vs. BIBDX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
NRR.L
NewRiver REIT plc		9.55%3.12%-3.46%13.82%-4.09%12.94%-57.81%5.20%-31.21%5.79%
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 NRR.L and BIBDX is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.16

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

0.16

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

0.14

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

0.12

Correlation (All Time)
Calculated using the full available price history since Sep 3, 2009

0.10

Compare stocks, funds, or ETFs

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NewRiver REIT plc

BlackRock Global Dividend Portfolio

Often compared with NRR.L:
NRR.L vs. SPYNRR.L vs. SRU-UN.TONRR.L vs. ARDGXNRR.L vs. AIRE.LNRR.L vs. KCR.LNRR.L vs. DGRO
Often compared with BIBDX:
BIBDX vs. INAA.LBIBDX vs. ACWIBIBDX vs. DGRWBIBDX vs. SCHDBIBDX vs. VHYG.LBIBDX vs. VOOBIBDX vs. VFV.TO

Return for Risk

NRR.L vs. BIBDX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
NRR.L
NRR.L Risk / Return Rank: 4646
Overall Rank
NRR.L Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
NRR.L Sortino Ratio Rank: 4242
Sortino Ratio Rank
NRR.L Omega Ratio Rank: 4141
Omega Ratio Rank
NRR.L Calmar Ratio Rank: 4949
Calmar Ratio Rank
NRR.L Martin Ratio Rank: 5050
Martin Ratio Rank
BIBDX
BIBDX Risk / Return Rank: 4646
Overall Rank
BIBDX Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
BIBDX Sortino Ratio Rank: 4646
Sortino Ratio Rank
BIBDX Omega Ratio Rank: 4747
Omega Ratio Rank
BIBDX Calmar Ratio Rank: 3939
Calmar Ratio Rank
BIBDX Martin Ratio Rank: 4949
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.

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

This table presents a comparison of risk-adjusted performance metrics for NewRiver REIT plc (NRR.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.

NRR.LBIBDXDifference
Sharpe ratioReturn per unit of total volatility
0.22
2.30

-2.08

Sortino ratioReturn per unit of downside risk
0.49
3.08

-2.59

Omega ratioGain probability vs. loss probability

1.06

1.43

-0.38

Calmar ratioReturn relative to maximum drawdown

0.35

2.81

-2.46

Martin ratioReturn relative to average drawdown

0.77

12.00

-11.22

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

NRR.L vs. BIBDX - Sharpe Ratio Comparison

The current NRR.L Sharpe Ratio is 0.22, which is lower than the BIBDX Sharpe Ratio of 2.30. The chart below compares the historical Sharpe Ratios of NRR.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.

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Sharpe Ratios by Period

NRR.LBIBDXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.22

2.30

-2.08

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.10

0.77

-0.67

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.18

0.68

-0.87

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.05

0.69

-0.74

Drawdowns

NRR.L vs. BIBDX - Drawdown Comparison

The maximum NRR.L drawdown since its inception was -84.84%, which is greater than BIBDX's maximum drawdown of -24.68%. Use the drawdown chart below to compare losses from any high point for NRR.L and BIBDX.

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Drawdown Indicators

NRR.LBIBDXDifference

Max Drawdown

Largest peak-to-trough decline

-84.84%

-24.68%

-60.16%

Max Drawdown (1Y)

Largest decline over 1 year

-13.86%

-8.80%

-5.06%

Max Drawdown (3Y)

Largest decline over 3 years

-22.34%

-17.53%

-4.81%

Max Drawdown (5Y)

Largest decline over 5 years

-29.16%

-17.53%

-11.63%

Max Drawdown (10Y)

Largest decline over 10 years

-84.84%

-24.68%

-60.16%

Current Drawdown

Current decline from peak

-61.24%

-0.67%

-60.57%

Average Drawdown

Average peak-to-trough decline

-36.89%

-3.54%

-33.35%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.23%

2.06%

+4.17%

Volatility

NRR.L vs. BIBDX - Volatility Comparison

NewRiver REIT plc (NRR.L) has a higher volatility of 4.77% compared to BlackRock Global Dividend Portfolio (BIBDX) at 3.21%. This indicates that NRR.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.

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Volatility by Period

NRR.LBIBDXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.77%

3.21%

+1.56%

Volatility (6M)

Calculated over the trailing 6-month period

15.52%

8.64%

+6.88%

Volatility (1Y)

Calculated over the trailing 1-year period

22.30%

10.77%

+11.53%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.02%

12.61%

+14.41%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.79%

14.70%

+22.09%

Dividends

NRR.L vs. BIBDX - Dividend Comparison

NRR.L's dividend yield for the trailing twelve months is around 8.72%, less than BIBDX's 18.39% yield.

PositionTTM20252024202320222021202020192018201720162015
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%
NRR.L
NewRiver REIT plc		8.72%9.55%8.46%8.02%8.72%8.06%0.00%10.77%10.14%7.12%7.30%6.51%

Frequently Asked Questions

NRR.L and BIBDX have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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