AIE.L vs. III.L
Compare and contrast key facts about Ashoka India Equity Investment Trust plc (AIE.L) and 3I Group plc (III.L).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AIE.L or III.L.
Key characteristics
| AIE.L | III.L | |
|---|---|---|
| YTD Return | 19.34% | 34.42% |
| 1Y Return | 27.19% | 57.95% |
| 3Y Return (Ann) | 14.64% | 40.10% |
| 5Y Return (Ann) | 21.73% | 27.84% |
| Sharpe Ratio | 1.54 | 2.72 |
| Daily Std Dev | 17.56% | 22.23% |
| Max Drawdown | -41.42% | -87.59% |
| Current Drawdown | -0.34% | -1.14% |
Fundamentals
| AIE.L | III.L | |
|---|---|---|
| Market Cap | £464.59M | £31.03B |
| EPS | £0.54 | £3.97 |
| PE Ratio | 5.34 | 8.11 |
| Total Revenue (TTM) | £55.61M | £2.73B |
| Gross Profit (TTM) | £53.93M | £2.68B |
| EBITDA (TTM) | £44.47M | £1.67B |
Correlation
The correlation between AIE.L and III.L is 0.38, 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.
Performance
AIE.L vs. III.L - Performance Comparison
In the year-to-date period, AIE.L achieves a 19.34% return, which is significantly lower than III.L's 34.42% 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
AIE.L vs. III.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ashoka India Equity Investment Trust plc (AIE.L) and 3I Group plc (III.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
AIE.L vs. III.L - Dividend Comparison
AIE.L has not paid dividends to shareholders, while III.L's dividend yield for the trailing twelve months is around 1.90%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIE.L Ashoka India Equity Investment Trust plc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
III.L 3I Group plc | 1.90% | 2.32% | 3.76% | 2.78% | 3.02% | 3.42% | 4.78% | 2.90% | 3.41% | 4.15% | 4.29% | 3.14% |
Drawdowns
AIE.L vs. III.L - Drawdown Comparison
The maximum AIE.L drawdown since its inception was -41.42%, smaller than the maximum III.L drawdown of -87.59%. Use the drawdown chart below to compare losses from any high point for AIE.L and III.L. For additional features, visit the drawdowns tool.
Volatility
AIE.L vs. III.L - Volatility Comparison
The current volatility for Ashoka India Equity Investment Trust plc (AIE.L) is 3.17%, while 3I Group plc (III.L) has a volatility of 5.05%. This indicates that AIE.L experiences smaller price fluctuations and is considered to be less risky than III.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AIE.L vs. III.L - Financials Comparison
This section allows you to compare key financial metrics between Ashoka India Equity Investment Trust plc and 3I Group plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities