OCI.L vs. BIPS.L
OCI.L (Oakley Capital Investments Limited) and BIPS.L (Invesco Bond Income Plus Limited) are both stocks. Both are in the Financial Services sector — OCI.L in Asset Management, BIPS.L in Collective Investments. Over the past 10 years, OCI.L returned 16.21%/yr vs 5.45%/yr for BIPS.L. At a 0.07 correlation, their price movements are largely independent.
Performance
OCI.L vs. BIPS.L - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, OCI.L achieves a -11.23% return, which is significantly lower than BIPS.L's 3.02% return. Over the past 10 years, OCI.L has outperformed BIPS.L with an annualized return of 16.21%, while BIPS.L has yielded a comparatively lower 5.45% annualized return.
OCI.L
- 1D
- -0.78%
- 1M
- 3.69%
- 6M
- -9.32%
- YTD
- -11.23%
- 1Y
- -4.35%
- 3Y*
- 5.05%
- 5Y*
- 8.35%
- 10Y*
- 16.21%
- ALL TIME*
- 9.67%
BIPS.L
- 1D
- 0.00%
- 1M
- 0.03%
- 6M
- 2.11%
- YTD
- 3.02%
- 1Y
- 7.31%
- 3Y*
- 9.19%
- 5Y*
- 5.22%
- 10Y*
- 5.45%
- ALL TIME*
- 6.23%
OCI.L vs. BIPS.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OCI.L Oakley Capital Investments Limited | -11.23% | 14.79% | 1.98% | 18.94% | 1.37% | 48.12% | 9.34% | 57.05% | 8.77% | 1.52% |
BIPS.L Invesco Bond Income Plus Limited | 3.02% | 8.04% | 8.84% | 10.52% | -5.13% | 4.18% | 1.80% | 18.73% | -7.60% | 9.93% |
Correlation
The correlation between OCI.L and BIPS.L is 0.02, 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 | 0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.08 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since Aug 2, 2007 | 0.07 |
Fundamentals
OCI.L:
£833.33M
BIPS.L:
£454.57M
OCI.L:
£0.49
BIPS.L:
£0.24
OCI.L:
10.22
BIPS.L:
7.11
OCI.L:
7.66
BIPS.L:
5.90
OCI.L:
0.71
BIPS.L:
0.99
OCI.L:
£113.98M
BIPS.L:
£68.76M
OCI.L:
£98.90M
BIPS.L:
£59.59M
OCI.L:
£96.18M
BIPS.L:
£59.76M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
OCI.L vs. BIPS.L — Risk / Return Rank
OCI.L
BIPS.L
OCI.L vs. BIPS.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakley Capital Investments Limited (OCI.L) and Invesco Bond Income Plus Limited (BIPS.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| OCI.L | BIPS.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.60 | ||
| Sortino ratioReturn per unit of downside risk | -2.15 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.29 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | -0.19 | 2.69 | -2.88 |
| Martin ratioReturn relative to average drawdown | -0.44 | 9.88 | -10.31 |
Loading charts...
Drawdowns
OCI.L vs. BIPS.L - Drawdown Comparison
The maximum OCI.L drawdown since its inception was -45.89%, smaller than the maximum BIPS.L drawdown of -50.42%. Use the drawdown chart below to compare losses from any high point for OCI.L and BIPS.L.
Loading charts...
Drawdown Indicators
| OCI.L | BIPS.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.89% | -50.42% | +4.53% |
Max Drawdown (1Y)Largest decline over 1 year | -23.26% | -2.70% | -20.56% |
Max Drawdown (3Y)Largest decline over 3 years | -23.26% | -4.72% | -18.54% |
Max Drawdown (5Y)Largest decline over 5 years | -23.26% | -23.39% | +0.13% |
Max Drawdown (10Y)Largest decline over 10 years | -43.37% | -38.38% | -4.99% |
Current DrawdownCurrent decline from peak | -12.15% | -0.26% | -11.89% |
Average DrawdownAverage peak-to-trough decline | -10.25% | -5.19% | -5.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.96% | 0.74% | +9.22% |
Volatility
OCI.L vs. BIPS.L - Volatility Comparison
Oakley Capital Investments Limited (OCI.L) has a higher volatility of 4.73% compared to Invesco Bond Income Plus Limited (BIPS.L) at 1.66%. This indicates that OCI.L's price experiences larger fluctuations and is considered to be riskier than BIPS.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| OCI.L | BIPS.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.73% | 1.66% | +3.07% |
Volatility (6M)Calculated over the trailing 6-month period | 20.35% | 4.01% | +16.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.80% | 5.17% | +17.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.98% | 17.52% | +4.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.65% | 19.09% | +1.56% |
Dividends
OCI.L vs. BIPS.L - Dividend Comparison
OCI.L has not paid dividends to shareholders, while BIPS.L's dividend yield for the trailing twelve months is around 7.16%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIPS.L Invesco Bond Income Plus Limited | 7.16% | 7.00% | 6.61% | 6.73% | 6.70% | 5.61% | 5.27% | 5.08% | 5.71% | 5.01% | 5.24% | 5.53% |
OCI.L Oakley Capital Investments Limited | 0.00% | 0.39% | 0.90% | 0.91% | 1.07% | 1.08% | 1.57% | 1.68% | 2.59% | 1.37% | 0.00% | 0.00% |
Financials
OCI.L vs. BIPS.L - Financials Comparison
This section allows you to compare key financial metrics between Oakley Capital Investments Limited and Invesco Bond Income Plus Limited. 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
OCI.L and BIPS.L have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Find the right allocation for OCI.L and BIPS.L
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer