III.L vs. CW
III.L (3I Group plc) and CW (Curtiss-Wright Corporation) are both stocks. III.L operates in Investment Banking & Investment Services (Financial Services), while CW operates in Specialty Industrial Machinery (Industrials). Over the past 10 years, III.L returned 19.84%/yr vs 25.76%/yr for CW. At a 0.25 correlation, their price movements are largely independent.
Performance
III.L vs. CW - Performance Comparison
Loading charts...
Different Trading Currencies
III.L is traded in GBp, while CW is traded in USD. To make them comparable, the CW values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, III.L achieves a -29.24% return, which is significantly lower than CW's 38.25% return. Over the past 10 years, III.L has underperformed CW with an annualized return of 19.84%, while CW has yielded a comparatively higher 25.76% annualized return.
III.L
- 1D
- 3.78%
- 1M
- -4.63%
- YTD
- -29.24%
- 6M
- -26.18%
- 1Y
- -43.66%
- 3Y*
- 7.01%
- 5Y*
- 16.34%
- 10Y*
- 19.84%
CW
- 1D
- 0.19%
- 1M
- 1.82%
- YTD
- 38.25%
- 6M
- 38.64%
- 1Y
- 62.67%
- 3Y*
- 59.79%
- 5Y*
- 44.63%
- 10Y*
- 25.76%
III.L vs. CW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
III.L 3I Group plc | -29.24% | -6.44% | 50.11% | 85.46% | -3.46% | 28.99% | 9.36% | 47.12% | -11.76% | 33.70% |
CW Curtiss-Wright Corporation | 38.25% | 44.57% | 62.52% | 27.28% | 35.42% | 21.00% | -19.27% | 33.43% | -10.79% | 13.79% |
Correlation
The correlation between III.L and CW is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.16 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.14 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Jul 11, 2007 | 0.25 |
The correlation between III.L and CW shifts across timeframes, from 0.14 (5 years) to 0.25 (all time), reflecting how their relationship changes across market environments.
Fundamentals
III.L:
£23.50B
CW:
$28.09B
III.L:
£10.41
CW:
$13.64
III.L:
2.22
CW:
55.58
III.L:
0.27
CW:
3.03
III.L:
10.82
CW:
7.88
III.L:
0.76
CW:
10.67
III.L:
£2.12B
CW:
$3.61B
III.L:
£5.57B
CW:
$1.34B
III.L:
£9.82B
CW:
$745.31M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
III.L vs. CW — Risk / Return Rank
III.L
CW
III.L vs. CW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for 3I Group plc (III.L) and Curtiss-Wright Corporation (CW). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| III.L | CW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.94 | ||
| Sortino ratioReturn per unit of downside risk | -3.82 | ||
| Omega ratioGain probability vs. loss probability | 0.80 | 1.32 | -0.52 |
| Calmar ratioReturn relative to maximum drawdown | -0.82 | 4.90 | -5.73 |
| Martin ratioReturn relative to average drawdown | -1.63 | 12.83 | -14.46 |
Loading charts...
Drawdowns
III.L vs. CW - Drawdown Comparison
The maximum III.L drawdown since its inception was -84.90%, which is greater than CW's maximum drawdown of -46.42%. Use the drawdown chart below to compare losses from any high point for III.L and CW.
Loading charts...
Drawdown Indicators
| III.L | CW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.90% | -46.42% | -38.48% |
Max Drawdown (1Y)Largest decline over 1 year | -52.78% | -12.85% | -39.93% |
Max Drawdown (3Y)Largest decline over 3 years | -52.78% | -29.29% | -23.49% |
Max Drawdown (5Y)Largest decline over 5 years | -52.78% | -29.29% | -23.49% |
Max Drawdown (10Y)Largest decline over 10 years | -52.78% | -43.50% | -9.28% |
Current DrawdownCurrent decline from peak | -47.63% | 0.00% | -47.63% |
Average DrawdownAverage peak-to-trough decline | -23.08% | -14.60% | -8.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 26.82% | 4.90% | +21.92% |
Volatility
III.L vs. CW - Volatility Comparison
3I Group plc (III.L) has a higher volatility of 19.01% compared to Curtiss-Wright Corporation (CW) at 9.85%. This indicates that III.L's price experiences larger fluctuations and is considered to be riskier than CW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| III.L | CW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 19.01% | 9.85% | +9.16% |
Volatility (6M)Calculated over the trailing 6-month period | 37.16% | 24.78% | +12.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 43.35% | 32.57% | +10.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.78% | 27.55% | +3.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.35% | 30.20% | +0.15% |
Dividends
III.L vs. CW - Dividend Comparison
III.L's dividend yield for the trailing twelve months is around 3.42%, more than CW's 0.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CW Curtiss-Wright Corporation | 0.13% | 0.17% | 0.23% | 0.35% | 0.45% | 0.51% | 0.58% | 0.47% | 0.59% | 0.46% | 0.53% | 0.76% |
III.L 3I Group plc | 3.42% | 2.42% | 1.82% | 2.32% | 3.76% | 2.78% | 3.02% | 3.42% | 4.78% | 2.90% | 3.41% | 2.37% |
Financials
III.L vs. CW - Financials Comparison
This section allows you to compare key financial metrics between 3I Group plc and Curtiss-Wright Corporation. 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
III.L and CW have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Find the right allocation for III.L and CW
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer