ORIT.L vs. FEV.L
ORIT.L (Octopus Renewables Infra Trust) and FEV.L (Fidelity European Values) are both stocks. Both operate in the Collective Investments industry within the Financial Services sector. Over the past 5 years, ORIT.L returned -3.28%/yr vs 8.91%/yr for FEV.L. At a 0.18 correlation, their price movements are largely independent.
Performance
ORIT.L vs. FEV.L - Performance Comparison
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Returns By Period
In the year-to-date period, ORIT.L achieves a 10.01% return, which is significantly higher than FEV.L's 1.20% return.
ORIT.L
- 1D
- -0.78%
- 1M
- 10.17%
- YTD
- 10.01%
- 6M
- 13.93%
- 1Y
- -1.61%
- 3Y*
- -6.07%
- 5Y*
- -3.28%
- 10Y*
- —
FEV.L
- 1D
- -1.07%
- 1M
- 2.85%
- YTD
- 1.20%
- 6M
- 0.59%
- 1Y
- 5.34%
- 3Y*
- 8.15%
- 5Y*
- 8.91%
- 10Y*
- 12.29%
ORIT.L vs. FEV.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
ORIT.L Octopus Renewables Infra Trust | 10.01% | -1.51% | -18.31% | -4.57% | -5.40% | 1.72% | 7.83% | 0.66% |
FEV.L Fidelity European Values | 1.20% | 21.13% | -0.04% | 15.34% | -3.84% | 21.74% | 13.11% | 4.84% |
Correlation
The correlation between ORIT.L and FEV.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 | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Dec 11, 2019 | 0.18 |
Fundamentals
ORIT.L:
£336.74M
FEV.L:
£2.12B
ORIT.L:
-£0.02
FEV.L:
£0.62
ORIT.L:
5.56
FEV.L:
5.72
ORIT.L:
0.68
FEV.L:
0.96
ORIT.L:
£61.83M
FEV.L:
£333.80M
ORIT.L:
£52.56M
FEV.L:
£304.72M
ORIT.L:
-£7.00M
FEV.L:
£17.44M
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Return for Risk
ORIT.L vs. FEV.L — Risk / Return Rank
ORIT.L
FEV.L
ORIT.L vs. FEV.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Octopus Renewables Infra Trust (ORIT.L) and Fidelity European Values (FEV.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.
| ORIT.L | FEV.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.32 | ||
| Sortino ratioReturn per unit of downside risk | -0.38 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.07 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 0.03 | 0.37 | -0.34 |
| Martin ratioReturn relative to average drawdown | 0.05 | 1.19 | -1.14 |
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
| ORIT.L | FEV.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.03 | 0.35 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.15 | 0.50 | -0.66 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.67 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.09 | 0.66 | -0.75 |
Drawdowns
ORIT.L vs. FEV.L - Drawdown Comparison
The maximum ORIT.L drawdown since its inception was -40.68%, smaller than the maximum FEV.L drawdown of -46.27%. Use the drawdown chart below to compare losses from any high point for ORIT.L and FEV.L.
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Drawdown Indicators
| ORIT.L | FEV.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.68% | -46.27% | +5.59% |
Max Drawdown (1Y)Largest decline over 1 year | -24.60% | -14.42% | -10.18% |
Max Drawdown (3Y)Largest decline over 3 years | -33.76% | -15.71% | -18.05% |
Max Drawdown (5Y)Largest decline over 5 years | -40.68% | -22.46% | -18.22% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.10% | — |
Current DrawdownCurrent decline from peak | -26.30% | -4.53% | -21.77% |
Average DrawdownAverage peak-to-trough decline | -15.76% | -8.14% | -7.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.25% | 4.47% | +10.78% |
Volatility
ORIT.L vs. FEV.L - Volatility Comparison
Octopus Renewables Infra Trust (ORIT.L) has a higher volatility of 8.59% compared to Fidelity European Values (FEV.L) at 4.23%. This indicates that ORIT.L's price experiences larger fluctuations and is considered to be riskier than FEV.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ORIT.L | FEV.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.59% | 4.23% | +4.36% |
Volatility (6M)Calculated over the trailing 6-month period | 19.11% | 12.85% | +6.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.64% | 15.19% | +7.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.68% | 17.67% | +4.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.79% | 18.18% | +3.61% |
Dividends
ORIT.L vs. FEV.L - Dividend Comparison
ORIT.L's dividend yield for the trailing twelve months is around 9.69%, more than FEV.L's 2.39% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEV.L Fidelity European Values | 2.39% | 2.26% | 2.44% | 2.19% | 2.27% | 1.92% | 2.27% | 3.41% | 2.10% | 1.84% | 1.81% | 2.09% |
ORIT.L Octopus Renewables Infra Trust | 9.69% | 10.03% | 8.76% | 6.28% | 5.18% | 4.33% | 1.85% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
ORIT.L vs. FEV.L - Financials Comparison
This section allows you to compare key financial metrics between Octopus Renewables Infra Trust and Fidelity European Values. 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
ORIT.L vs. FEV.L - Profitability Comparison
ORIT.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Octopus Renewables Infra Trust reported a gross profit of 17.96M and revenue of 20.24M. Therefore, the gross margin over that period was 88.7%.
FEV.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Fidelity European Values reported a gross profit of 126.12M and revenue of 132.81M. Therefore, the gross margin over that period was 95.0%.
ORIT.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Octopus Renewables Infra Trust reported an operating income of -18.68M and revenue of 20.24M, resulting in an operating margin of -92.3%.
FEV.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Fidelity European Values reported an operating income of 125.53M and revenue of 132.81M, resulting in an operating margin of 94.5%.
ORIT.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Octopus Renewables Infra Trust reported a net income of -18.47M and revenue of 20.24M, resulting in a net margin of -91.3%.
FEV.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Fidelity European Values reported a net income of 124.43M and revenue of 132.81M, resulting in a net margin of 93.7%.
Frequently Asked Questions
ORIT.L and FEV.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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