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GCP.L vs. SWDA.L
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GCP.L vs. SWDA.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in GCP Infrastructure Investments Limited (GCP.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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GCP.L vs. SWDA.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GCP.L
GCP Infrastructure Investments Limited
-1.11%15.63%7.90%-22.98%0.44%6.30%-11.70%9.93%5.00%11.41%
SWDA.L
iShares Core MSCI World UCITS ETF USD (Acc)
-1.30%12.64%21.11%17.59%-8.33%23.64%12.25%23.03%-3.78%11.78%

Returns By Period

In the year-to-date period, GCP.L achieves a -1.11% return, which is significantly higher than SWDA.L's -1.30% return. Over the past 10 years, GCP.L has underperformed SWDA.L with an annualized return of 2.30%, while SWDA.L has yielded a comparatively higher 12.86% annualized return.


GCP.L

1D
-0.96%
1M
-5.77%
YTD
-1.11%
6M
4.68%
1Y
10.64%
3Y*
3.76%
5Y*
1.26%
10Y*
2.30%

SWDA.L

1D
1.95%
1M
-3.36%
YTD
-1.30%
6M
2.30%
1Y
16.83%
3Y*
14.80%
5Y*
11.37%
10Y*
12.86%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

GCP.L vs. SWDA.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GCP.L
GCP.L Risk / Return Rank: 6060
Overall Rank
GCP.L Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
GCP.L Sortino Ratio Rank: 5656
Sortino Ratio Rank
GCP.L Omega Ratio Rank: 5353
Omega Ratio Rank
GCP.L Calmar Ratio Rank: 6666
Calmar Ratio Rank
GCP.L Martin Ratio Rank: 6262
Martin Ratio Rank

SWDA.L
SWDA.L Risk / Return Rank: 7272
Overall Rank
SWDA.L Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
SWDA.L Sortino Ratio Rank: 6363
Sortino Ratio Rank
SWDA.L Omega Ratio Rank: 6666
Omega Ratio Rank
SWDA.L Calmar Ratio Rank: 8484
Calmar Ratio Rank
SWDA.L Martin Ratio Rank: 8282
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GCP.L vs. SWDA.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for GCP Infrastructure Investments Limited (GCP.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.


GCP.LSWDA.LDifference

Sharpe ratio

Return per unit of total volatility

0.67

1.19

-0.51

Sortino ratio

Return per unit of downside risk

1.06

1.66

-0.61

Omega ratio

Gain probability vs. loss probability

1.12

1.25

-0.12

Calmar ratio

Return relative to maximum drawdown

1.22

2.57

-1.35

Martin ratio

Return relative to average drawdown

2.38

9.40

-7.02

GCP.L vs. SWDA.L - Sharpe Ratio Comparison

The current GCP.L Sharpe Ratio is 0.67, which is lower than the SWDA.L Sharpe Ratio of 1.19. The chart below compares the historical Sharpe Ratios of GCP.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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Sharpe Ratios by Period


GCP.LSWDA.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.67

1.19

-0.51

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.06

0.85

-0.79

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.11

0.88

-0.77

Sharpe Ratio (All Time)

Calculated using the full available price history

0.28

0.84

-0.56

Correlation

The correlation between GCP.L and SWDA.L is 0.14, 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.


Dividends

GCP.L vs. SWDA.L - Dividend Comparison

GCP.L's dividend yield for the trailing twelve months is around 9.74%, while SWDA.L has not paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
GCP.L
GCP Infrastructure Investments Limited
9.74%9.41%9.89%9.72%6.86%6.46%6.97%5.77%5.97%5.89%6.18%6.33%
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

GCP.L vs. SWDA.L - Drawdown Comparison

The maximum GCP.L drawdown since its inception was -44.22%, 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 GCP.L and SWDA.L.


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Drawdown Indicators


GCP.LSWDA.LDifference

Max Drawdown

Largest peak-to-trough decline

-44.22%

-25.58%

-18.64%

Max Drawdown (1Y)

Largest decline over 1 year

-9.25%

-10.26%

+1.01%

Max Drawdown (5Y)

Largest decline over 5 years

-44.22%

-18.50%

-25.72%

Max Drawdown (10Y)

Largest decline over 10 years

-44.22%

-25.58%

-18.64%

Current Drawdown

Current decline from peak

-15.18%

-3.59%

-11.59%

Average Drawdown

Average peak-to-trough decline

-8.06%

-3.52%

-4.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.73%

1.79%

+2.94%

Volatility

GCP.L vs. SWDA.L - Volatility Comparison

GCP Infrastructure Investments Limited (GCP.L) has a higher volatility of 5.57% compared to iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L) at 4.34%. This indicates that GCP.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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Volatility by Period


GCP.LSWDA.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.57%

4.34%

+1.23%

Volatility (6M)

Calculated over the trailing 6-month period

9.88%

8.09%

+1.79%

Volatility (1Y)

Calculated over the trailing 1-year period

15.73%

14.18%

+1.55%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.97%

13.38%

+6.59%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.53%

14.51%

+6.02%