Correlation
The correlation between 3IN.L and VWRP.L is 0.32, 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. 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.
Performance
3IN.L vs. VWRP.L - Performance Comparison
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Key characteristics
3IN.L:
0.75
VWRP.L:
0.48
3IN.L:
1.11
VWRP.L:
0.68
3IN.L:
1.14
VWRP.L:
1.10
3IN.L:
0.90
VWRP.L:
0.36
3IN.L:
1.90
VWRP.L:
1.22
3IN.L:
6.05%
VWRP.L:
5.16%
3IN.L:
15.62%
VWRP.L:
14.38%
3IN.L:
-41.42%
VWRP.L:
-25.10%
3IN.L:
-1.59%
VWRP.L:
-5.34%
Returns By Period
In the year-to-date period, 3IN.L achieves a 12.51% return, which is significantly higher than VWRP.L's -1.04% return.
3IN.L
12.51%
8.09%
13.22%
11.84%
4.53%
7.72%
9.21%
VWRP.L
-1.04%
0.14%
-1.73%
6.92%
13.17%
10.98%
N/A
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Risk-Adjusted Performance
3IN.L vs. VWRP.L — Risk-Adjusted Performance Rank
3IN.L
VWRP.L
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.
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Dividends
3IN.L vs. VWRP.L - Dividend Comparison
3IN.L's dividend yield for the trailing twelve months is around 3.14%, while VWRP.L has not paid dividends to shareholders.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VWRP.L 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.
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Volatility
3IN.L vs. VWRP.L - Volatility Comparison
3I Infrastructure plc (3IN.L) has a higher volatility of 5.27% compared to Vanguard FTSE All-World UCITS ETF (USD) Accumulating (VWRP.L) at 2.75%. This indicates that 3IN.L's price experiences larger fluctuations and is considered to be riskier than VWRP.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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