3i Group PLC ADR (TGOPY)
Company Info
| ISIN | US88579N1054 |
|---|---|
| Sector | Financial Services |
| Industry | Asset Management |
Highlights
| Market Cap | $42.78B |
|---|---|
| EPS (TTM) | $2.60 |
| PE Ratio | 8.53 |
| Total Revenue (TTM) | $1.10B |
| Gross Profit (TTM) | $1.05B |
| EBITDA (TTM) | $2.00M |
| Year Range | $11.47 - $22.32 |
Share Price Chart
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Compare to other instruments
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Popular comparisons: TGOPY vs. VOO, TGOPY vs. FXAIX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in 3i Group PLC ADR, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
3i Group PLC ADR had a return of 45.33% year-to-date (YTD) and 78.24% in the last 12 months. Over the past 10 years, 3i Group PLC ADR had an annualized return of 52.02%, outperforming the S&P 500 benchmark which had an annualized return of 11.12%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 45.33% | 19.79% |
| 1 month | 4.62% | 2.08% |
| 6 months | 28.85% | 9.01% |
| 1 year | 78.24% | 29.79% |
| 5 years (annualized) | 33.85% | 13.85% |
| 10 years (annualized) | 52.02% | 11.12% |
Monthly Returns
The table below presents the monthly returns of TGOPY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.29% | -1.11% | 13.67% | 1.49% | 1.22% | 9.12% | 3.71% | 3.63% | 45.33% | ||||
| 2023 | 20.15% | 1.59% | 5.77% | 6.61% | 9.12% | 3.80% | 2.69% | -0.70% | 0.17% | -7.22% | 21.82% | 9.22% | 96.55% |
| 2022 | -6.35% | -2.50% | 2.02% | -9.00% | -3.82% | -13.79% | 14.75% | 3.89% | -13.73% | 9.51% | 20.19% | 2.28% | -2.69% |
| 2021 | -3.58% | 1.39% | 2.83% | 11.54% | -0.71% | -6.54% | 9.79% | 3.47% | -6.13% | 8.21% | -1.86% | 8.44% | 27.78% |
| 2020 | 0.10% | -11.57% | -23.70% | 0.67% | 3.13% | 2.89% | 13.49% | 7.57% | 2.58% | -3.55% | 15.02% | 12.59% | 12.84% |
| 2019 | 13.46% | 12.56% | 2.00% | 8.76% | -5.09% | 9.02% | -3.88% | -1.97% | 7.64% | 1.55% | -5.08% | 6.76% | 53.00% |
| 2018 | 7.19% | -2.27% | -6.92% | 7.63% | -2.22% | -4.15% | 4.54% | -6.26% | 5.34% | -8.57% | -5.22% | -5.62% | -16.96% |
| 2017 | 0.69% | -2.19% | 7.28% | 11.68% | 12.55% | 3.64% | 5.26% | 1.23% | -1.94% | 4.18% | -4.43% | 2.26% | 46.41% |
| 2016 | 0.00% | 0.00% | 208.47% | -0.44% | 2.89% | -2.85% | -5.01% | 14.29% | 233.25% | ||||
| 2015 | 0.00% | 0.00% | |||||||||||
| 2014 | 0.00% | 0.00% | 0.00% | ||||||||||
| 2013 | 0.00% | 0.00% | 0.00% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of TGOPY is 98, placing it in the top 2% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for 3i Group PLC ADR (TGOPY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
3i Group PLC ADR granted a 1.76% dividend yield in the last twelve months. The annual payout for that period amounted to $0.39 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.39 | $0.36 | $1.16 | $0.28 | $0.23 | $0.24 | $0.24 | $0.17 | $0.20 | $0.11 | $0.16 | $0.10 |
Dividend yield | 1.76% | 2.33% | 14.43% | 2.81% | 2.89% | 3.32% | 4.86% | 2.81% | 4.55% | 0.00% | 0.00% | 0.00% |
Monthly Dividends
The table displays the monthly dividend distributions for 3i Group PLC ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.00 | $0.22 | |||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.00 | $0.36 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.86 | $0.00 | $0.00 | $0.00 | $0.14 | $1.16 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.28 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.23 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.24 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.24 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.17 |
| 2016 | $0.04 | $0.10 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.20 | ||||
| 2015 | $0.11 | $0.11 | |||||||||||
| 2014 | $0.11 | $0.05 | $0.16 | ||||||||||
| 2013 | $0.04 | $0.06 | $0.10 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the 3i Group PLC ADR. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the 3i Group PLC ADR was 53.66%, occurring on Mar 18, 2020. Recovery took 181 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.66% | Feb 24, 2020 | 18 | Mar 18, 2020 | 181 | Dec 3, 2020 | 199 |
| -38.8% | Jan 27, 2011 | 3 | Oct 11, 2011 | 11 | Jul 26, 2016 | 14 |
| -35.13% | Jan 5, 2022 | 114 | Jun 17, 2022 | 142 | Jan 11, 2023 | 256 |
| -27.84% | May 23, 2018 | 137 | Dec 6, 2018 | 80 | Apr 3, 2019 | 217 |
| -26.68% | Oct 28, 2009 | 11 | May 7, 2010 | 7 | Jan 24, 2011 | 18 |
Volatility
Volatility Chart
The current 3i Group PLC ADR volatility is 5.98%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for 3i Group PLC ADR.
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Income Statement
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