3IN.L vs. LTAM.L
3IN.L (3I Infrastructure plc) is a stock, while LTAM.L (iShares MSCI EM Latin America UCITS ETF USD (Dist)) is Latin America Equities fund tracking the MSCI EM Latin America NR USD. Over the past 10 years, 3IN.L returned 11.20%/yr vs 8.30%/yr for LTAM.L. At a 0.18 correlation, their price movements are largely independent.
Performance
3IN.L vs. LTAM.L - Performance Comparison
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Returns By Period
In the year-to-date period, 3IN.L achieves a -0.67% return, which is significantly lower than LTAM.L's 10.51% return. Over the past 10 years, 3IN.L has outperformed LTAM.L with an annualized return of 11.20%, while LTAM.L has yielded a comparatively lower 8.30% annualized return.
3IN.L
- 1D
- 0.95%
- 1M
- -0.67%
- YTD
- -0.67%
- 6M
- -0.54%
- 1Y
- 15.03%
- 3Y*
- 9.53%
- 5Y*
- 7.60%
- 10Y*
- 11.20%
LTAM.L
- 1D
- -0.69%
- 1M
- -6.81%
- YTD
- 10.51%
- 6M
- 7.45%
- 1Y
- 37.51%
- 3Y*
- 10.60%
- 5Y*
- 9.73%
- 10Y*
- 8.30%
3IN.L vs. LTAM.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
3IN.L 3I Infrastructure plc | -0.67% | 22.18% | 2.54% | -0.26% | -2.67% | 18.80% | 8.07% | 17.48% | 21.28% | 15.84% |
LTAM.L iShares MSCI EM Latin America UCITS ETF USD (Dist) | 10.51% | 43.14% | -25.65% | 26.15% | 20.89% | -8.55% | -14.15% | 9.44% | -0.18% | 11.17% |
Correlation
The correlation between 3IN.L and LTAM.L is 0.15, 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 | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.16 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Oct 16, 2007 | 0.18 |
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Return for Risk
3IN.L vs. LTAM.L — Risk / Return Rank
3IN.L
LTAM.L
3IN.L vs. LTAM.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for 3I Infrastructure plc (3IN.L) and iShares MSCI EM Latin America UCITS ETF USD (Dist) (LTAM.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.
| 3IN.L | LTAM.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.20 | ||
| Sortino ratioReturn per unit of downside risk | -1.40 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.36 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 0.98 | 3.26 | -2.28 |
| Martin ratioReturn relative to average drawdown | 2.83 | 10.09 | -7.27 |
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
| 3IN.L | LTAM.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 2.11 | -1.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.48 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.33 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.13 | +0.43 |
Drawdowns
3IN.L vs. LTAM.L - Drawdown Comparison
The maximum 3IN.L drawdown since its inception was -41.42%, smaller than the maximum LTAM.L drawdown of -58.47%. Use the drawdown chart below to compare losses from any high point for 3IN.L and LTAM.L.
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Drawdown Indicators
| 3IN.L | LTAM.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.42% | -58.47% | +17.05% |
Max Drawdown (1Y)Largest decline over 1 year | -15.32% | -11.46% | -3.86% |
Max Drawdown (3Y)Largest decline over 3 years | -15.32% | -26.09% | +10.77% |
Max Drawdown (5Y)Largest decline over 5 years | -20.10% | -26.09% | +5.99% |
Max Drawdown (10Y)Largest decline over 10 years | -41.42% | -48.10% | +6.68% |
Current DrawdownCurrent decline from peak | -3.51% | -11.46% | +7.95% |
Average DrawdownAverage peak-to-trough decline | -4.48% | -20.19% | +15.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.30% | 3.71% | +1.59% |
Volatility
3IN.L vs. LTAM.L - Volatility Comparison
The current volatility for 3I Infrastructure plc (3IN.L) is 4.12%, while iShares MSCI EM Latin America UCITS ETF USD (Dist) (LTAM.L) has a volatility of 5.20%. This indicates that 3IN.L experiences smaller price fluctuations and is considered to be less risky than LTAM.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 3IN.L | LTAM.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.12% | 5.20% | -1.08% |
Volatility (6M)Calculated over the trailing 6-month period | 12.24% | 14.96% | -2.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.47% | 17.70% | -1.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.94% | 20.43% | -2.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.23% | 24.90% | -3.67% |
Dividends
3IN.L vs. LTAM.L - Dividend Comparison
3IN.L's dividend yield for the trailing twelve months is around 3.51%, which matches LTAM.L's 3.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
3IN.L 3I Infrastructure plc | 3.51% | 3.49% | 3.87% | 3.58% | 3.23% | 2.86% | 3.08% | 3.03% | 15.84% | 3.70% | 3.96% | 13.36% |
LTAM.L iShares MSCI EM Latin America UCITS ETF USD (Dist) | 3.54% | 3.61% | 5.69% | 4.33% | 6.86% | 3.17% | 1.82% | 2.38% | 2.11% | 1.52% | 1.32% | 2.89% |
Frequently Asked Questions
3IN.L and LTAM.L have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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