IGET.L vs. UUGRY
IGET.L (Invesco Global Equity Income Trust plc) and UUGRY (United Utilities Group PLC ADR) are both stocks. IGET.L operates in Collective Investments (Financial Services), while UUGRY operates in Utilities - Regulated Water (Utilities). Over the past 10 years, IGET.L returned 9.51%/yr vs 8.55%/yr for UUGRY. At a 0.06 correlation, their price movements are largely independent.
Performance
IGET.L vs. UUGRY - Performance Comparison
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Different Trading Currencies
IGET.L is traded in GBP, while UUGRY is traded in USD. To make them comparable, the UUGRY values have been converted to GBP using the latest available exchange rates.
Returns By Period
In the year-to-date period, IGET.L achieves a 5.68% return, which is significantly lower than UUGRY's 10.76% return. Over the past 10 years, IGET.L has outperformed UUGRY with an annualized return of 9.51%, while UUGRY has yielded a comparatively lower 8.55% annualized return.
IGET.L
- 1D
- -0.51%
- 1M
- 1.03%
- YTD
- 5.68%
- 6M
- 7.12%
- 1Y
- 12.68%
- 3Y*
- 19.15%
- 5Y*
- 11.48%
- 10Y*
- 9.51%
UUGRY
- 1D
- 0.97%
- 1M
- -6.53%
- YTD
- 10.76%
- 6M
- 10.02%
- 1Y
- 19.86%
- 3Y*
- 12.58%
- 5Y*
- 10.20%
- 10Y*
- 8.55%
IGET.L vs. UUGRY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IGET.L Invesco Global Equity Income Trust plc | 5.68% | 23.30% | 14.06% | 15.32% | -8.00% | 20.33% | -4.57% | 17.98% | -11.30% | 9.90% |
UUGRY United Utilities Group PLC ADR | 10.76% | 18.75% | 2.29% | 15.35% | -6.28% | 23.58% | 1.19% | 34.51% | -7.23% | -0.78% |
Correlation
The correlation between IGET.L and UUGRY is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.07 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.01 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.02 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.04 |
Correlation (All Time) Calculated using the full available price history since Oct 28, 2008 | 0.06 |
Fundamentals
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Return for Risk
IGET.L vs. UUGRY — Risk / Return Rank
IGET.L
UUGRY
IGET.L vs. UUGRY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Global Equity Income Trust plc (IGET.L) and United Utilities Group PLC ADR (UUGRY). 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.
| IGET.L | UUGRY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.21 | ||
| Sortino ratioReturn per unit of downside risk | -0.36 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.18 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 0.82 | 1.73 | -0.90 |
| Martin ratioReturn relative to average drawdown | 2.91 | 5.51 | -2.61 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IGET.L | UUGRY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 0.86 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.46 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.36 | +0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.44 | +0.07 |
Drawdowns
IGET.L vs. UUGRY - Drawdown Comparison
The maximum IGET.L drawdown since its inception was -37.04%, which is greater than UUGRY's maximum drawdown of -34.71%. Use the drawdown chart below to compare losses from any high point for IGET.L and UUGRY.
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Drawdown Indicators
| IGET.L | UUGRY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.04% | -34.71% | -2.33% |
Max Drawdown (1Y)Largest decline over 1 year | -15.35% | -11.55% | -3.80% |
Max Drawdown (3Y)Largest decline over 3 years | -17.51% | -16.17% | -1.34% |
Max Drawdown (5Y)Largest decline over 5 years | -17.51% | -28.06% | +10.55% |
Max Drawdown (10Y)Largest decline over 10 years | -33.41% | -34.30% | +0.89% |
Current DrawdownCurrent decline from peak | -2.97% | -8.85% | +5.88% |
Average DrawdownAverage peak-to-trough decline | -6.31% | -8.99% | +2.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.35% | 3.61% | +0.74% |
Volatility
IGET.L vs. UUGRY - Volatility Comparison
The current volatility for Invesco Global Equity Income Trust plc (IGET.L) is 4.83%, while United Utilities Group PLC ADR (UUGRY) has a volatility of 9.87%. This indicates that IGET.L experiences smaller price fluctuations and is considered to be less risky than UUGRY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IGET.L | UUGRY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.83% | 9.87% | -5.04% |
Volatility (6M)Calculated over the trailing 6-month period | 15.09% | 19.39% | -4.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.38% | 23.21% | -3.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.68% | 22.37% | -4.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.91% | 23.92% | -9.01% |
Dividends
IGET.L vs. UUGRY - Dividend Comparison
IGET.L's dividend yield for the trailing twelve months is around 0.03%, less than UUGRY's 3.92% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGET.L Invesco Global Equity Income Trust plc | 0.03% | 0.04% | 0.03% | 0.03% | 0.03% | 0.03% | 0.03% | 0.03% | 0.04% | 0.03% | 0.03% | 0.03% |
UUGRY United Utilities Group PLC ADR | 3.92% | 4.32% | 4.87% | 4.24% | 4.47% | 3.87% | 4.16% | 3.79% | 5.36% | 9.00% | 8.81% | 4.06% |
Financials
IGET.L vs. UUGRY - Financials Comparison
This section allows you to compare key financial metrics between Invesco Global Equity Income Trust plc and United Utilities Group PLC ADR. 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
Frequently Asked Questions
IGET.L and UUGRY have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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