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3IN.L vs. SWDA.L
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between 3IN.L and SWDA.L is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

3IN.L vs. SWDA.L

Last updated Jun 18, 2025

Compare and contrast key facts about 3I Infrastructure plc (3IN.L) and iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L).

SWDA.L is a passively managed fund by iShares that tracks the performance of the MSCI ACWI NR USD. It was launched on Sep 25, 2009.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 3IN.L or SWDA.L.

Performance

3IN.L vs. SWDA.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in 3I Infrastructure plc (3IN.L) and iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

3IN.L:

0.75

SWDA.L:

0.44

Sortino Ratio

3IN.L:

1.11

SWDA.L:

0.63

Omega Ratio

3IN.L:

1.14

SWDA.L:

1.09

Calmar Ratio

3IN.L:

0.90

SWDA.L:

0.32

Martin Ratio

3IN.L:

1.90

SWDA.L:

1.04

Ulcer Index

3IN.L:

6.05%

SWDA.L:

5.64%

Daily Std Dev

3IN.L:

15.62%

SWDA.L:

15.07%

Max Drawdown

3IN.L:

-41.42%

SWDA.L:

-25.58%

Current Drawdown

3IN.L:

-1.59%

SWDA.L:

-6.45%

Returns By Period

In the year-to-date period, 3IN.L achieves a 12.51% return, which is significantly higher than SWDA.L's -1.97% return. Over the past 10 years, 3IN.L has underperformed SWDA.L with an annualized return of 9.21%, while SWDA.L has yielded a comparatively higher 11.95% annualized return.

3IN.L

YTD

12.51%

1M

8.09%

6M

13.22%

1Y

11.84%

3Y*

4.53%

5Y*

7.72%

10Y*

9.21%

SWDA.L

YTD

-1.97%

1M

-0.09%

6M

-2.70%

1Y

6.63%

3Y*

14.25%

5Y*

11.97%

10Y*

11.95%

*Annualized

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3I Infrastructure plc

iShares Core MSCI World UCITS ETF USD (Acc)

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

3IN.L vs. SWDA.L — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
3IN.L
The Risk-Adjusted Performance Rank of 3IN.L is 7070
Overall Rank
The Sharpe Ratio Rank of 3IN.L is 7474
Sharpe Ratio Rank
The Sortino Ratio Rank of 3IN.L is 6565
Sortino Ratio Rank
The Omega Ratio Rank of 3IN.L is 6262
Omega Ratio Rank
The Calmar Ratio Rank of 3IN.L is 8080
Calmar Ratio Rank
The Martin Ratio Rank of 3IN.L is 6969
Martin Ratio Rank
SWDA.L
The Risk-Adjusted Performance Rank of SWDA.L is 3636
Overall Rank
The Sharpe Ratio Rank of SWDA.L is 3939
Sharpe Ratio Rank
The Sortino Ratio Rank of SWDA.L is 3434
Sortino Ratio Rank
The Omega Ratio Rank of SWDA.L is 3535
Omega Ratio Rank
The Calmar Ratio Rank of SWDA.L is 3636
Calmar Ratio Rank
The Martin Ratio Rank of SWDA.L is 3434
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

3IN.L vs. SWDA.L - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for 3I Infrastructure plc (3IN.L) and iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.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.

The current 3IN.L Sharpe Ratio is 0.75, which is higher than the SWDA.L Sharpe Ratio of 0.44. The chart below compares the historical Sharpe Ratios of 3IN.L and SWDA.L, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

3IN.L vs. SWDA.L - Dividend Comparison

3IN.L's dividend yield for the trailing twelve months is around 3.14%, while SWDA.L has not paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
3IN.L
3I Infrastructure plc		3.14%2.88%2.67%2.41%2.13%2.30%2.26%14.30%2.74%3.47%10.65%3.26%
SWDA.L
iShares Core MSCI World UCITS ETF USD (Acc)		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

3IN.L vs. SWDA.L - Drawdown Comparison

The maximum 3IN.L drawdown since its inception was -41.42%, which is greater than SWDA.L's maximum drawdown of -25.58%. Use the drawdown chart below to compare losses from any high point for 3IN.L and SWDA.L.

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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

3IN.L vs. SWDA.L - Volatility Comparison

3I Infrastructure plc (3IN.L) has a higher volatility of 5.27% compared to iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L) at 2.93%. This indicates that 3IN.L's price experiences larger fluctuations and is considered to be riskier than SWDA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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