III.L vs. ESLT
III.L (3I Group plc) and ESLT (Elbit Systems Ltd) are both stocks. III.L operates in Investment Banking & Investment Services (Financial Services), while ESLT operates in Aerospace & Defense (Industrials). Over the past 10 years, III.L returned 19.84%/yr vs 27.18%/yr for ESLT. At a 0.15 correlation, their price movements are largely independent.
Performance
III.L vs. ESLT - Performance Comparison
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Different Trading Currencies
III.L is traded in GBp, while ESLT is traded in USD. To make them comparable, the ESLT 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 ESLT's 48.75% return. Over the past 10 years, III.L has underperformed ESLT with an annualized return of 19.84%, while ESLT has yielded a comparatively higher 27.18% 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%
ESLT
- 1D
- -6.39%
- 1M
- 10.54%
- YTD
- 48.75%
- 6M
- 65.75%
- 1Y
- 102.14%
- 3Y*
- 57.61%
- 5Y*
- 47.89%
- 10Y*
- 27.18%
III.L vs. ESLT - 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% |
ESLT Elbit Systems Ltd | 48.75% | 109.10% | 24.31% | 24.73% | 6.50% | 36.05% | -17.07% | 32.38% | -8.08% | 21.18% |
Correlation
The correlation between III.L and ESLT is 0.05, 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 | 0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.06 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.07 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.11 |
Correlation (All Time) Calculated using the full available price history since Jul 11, 2007 | 0.15 |
Fundamentals
III.L:
£23.50B
ESLT:
$41.10B
III.L:
£10.41
ESLT:
$12.36
III.L:
2.22
ESLT:
69.08
III.L:
0.27
ESLT:
3.27
III.L:
10.82
ESLT:
4.93
III.L:
0.76
ESLT:
9.65
III.L:
£2.12B
ESLT:
$8.23B
III.L:
£5.57B
ESLT:
$2.03B
III.L:
£9.82B
ESLT:
$861.06M
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Return for Risk
III.L vs. ESLT — Risk / Return Rank
III.L
ESLT
III.L vs. ESLT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for 3I Group plc (III.L) and Elbit Systems Ltd (ESLT). 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 | ESLT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.36 | ||
| Sortino ratioReturn per unit of downside risk | -4.64 | ||
| Omega ratioGain probability vs. loss probability | 0.80 | 1.39 | -0.59 |
| Calmar ratioReturn relative to maximum drawdown | -0.82 | 3.98 | -4.81 |
| Martin ratioReturn relative to average drawdown | -1.63 | 10.78 | -12.41 |
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Drawdowns
III.L vs. ESLT - Drawdown Comparison
The maximum III.L drawdown since its inception was -84.90%, which is greater than ESLT's maximum drawdown of -53.54%. Use the drawdown chart below to compare losses from any high point for III.L and ESLT.
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Drawdown Indicators
| III.L | ESLT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.90% | -53.54% | -31.36% |
Max Drawdown (1Y)Largest decline over 1 year | -52.78% | -25.78% | -27.00% |
Max Drawdown (3Y)Largest decline over 3 years | -52.78% | -25.78% | -27.00% |
Max Drawdown (5Y)Largest decline over 5 years | -52.78% | -33.66% | -19.12% |
Max Drawdown (10Y)Largest decline over 10 years | -52.78% | -36.69% | -16.09% |
Current DrawdownCurrent decline from peak | -47.63% | -16.00% | -31.63% |
Average DrawdownAverage peak-to-trough decline | -23.08% | -15.02% | -8.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 26.82% | 9.51% | +17.31% |
Volatility
III.L vs. ESLT - Volatility Comparison
3I Group plc (III.L) and Elbit Systems Ltd (ESLT) have volatilities of 19.01% and 19.31%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| III.L | ESLT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 19.01% | 19.31% | -0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 37.16% | 35.06% | +2.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 43.35% | 43.52% | -0.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.78% | 33.44% | -2.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.35% | 29.75% | +0.60% |
Dividends
III.L vs. ESLT - Dividend Comparison
III.L's dividend yield for the trailing twelve months is around 3.42%, more than ESLT's 0.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ESLT Elbit Systems Ltd | 0.36% | 0.47% | 0.77% | 0.94% | 1.22% | 1.03% | 1.28% | 1.14% | 1.54% | 1.32% | 1.57% | 1.63% |
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. ESLT - Financials Comparison
This section allows you to compare key financial metrics between 3I Group plc and Elbit Systems Ltd. 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 ESLT have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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