3IN.L vs. VWRP.L
Compare and contrast key facts about 3I Infrastructure plc (3IN.L) and Vanguard FTSE All-World UCITS ETF (USD) Accumulating (VWRP.L).
VWRP.L is a passively managed fund by Vanguard that tracks the performance of the MSCI ACWI NR USD. It was launched on Jul 23, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 3IN.L or VWRP.L.
Key characteristics
3IN.L | VWRP.L | |
---|---|---|
YTD Return | 8.35% | 11.32% |
1Y Return | 14.03% | 15.55% |
3Y Return (Ann) | 6.05% | 7.55% |
5Y Return (Ann) | 5.67% | 9.93% |
Sharpe Ratio | 0.84 | 1.58 |
Daily Std Dev | 16.91% | 10.17% |
Max Drawdown | -41.42% | -25.10% |
Current Drawdown | -2.29% | -1.46% |
Correlation
The correlation between 3IN.L and VWRP.L is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
3IN.L vs. VWRP.L - Performance Comparison
In the year-to-date period, 3IN.L achieves a 8.35% return, which is significantly lower than VWRP.L's 11.32% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
3IN.L vs. VWRP.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for 3I Infrastructure plc (3IN.L) and Vanguard FTSE All-World UCITS ETF (USD) Accumulating (VWRP.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.
Dividends
3IN.L vs. VWRP.L - Dividend Comparison
3IN.L's dividend yield for the trailing twelve months is around 3.48%, while VWRP.L has not paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
3I Infrastructure plc | 3.48% | 3.59% | 3.24% | 2.86% | 3.08% | 3.03% | 19.21% | 2.93% | 3.13% | 11.14% | 3.13% | 4.42% |
Vanguard FTSE All-World UCITS ETF (USD) Accumulating | 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. VWRP.L - Drawdown Comparison
The maximum 3IN.L drawdown since its inception was -41.42%, which is greater than VWRP.L's maximum drawdown of -25.10%. Use the drawdown chart below to compare losses from any high point for 3IN.L and VWRP.L. For additional features, visit the drawdowns tool.
Volatility
3IN.L vs. VWRP.L - Volatility Comparison
3I Infrastructure plc (3IN.L) and Vanguard FTSE All-World UCITS ETF (USD) Accumulating (VWRP.L) have volatilities of 4.27% and 4.13%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.