III.L vs. JGGI.L
Compare and contrast key facts about 3I Group plc (III.L) and JP Morgan Global Growth & Income plc (JGGI.L).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: III.L or JGGI.L.
Key characteristics
| III.L | JGGI.L | |
|---|---|---|
| YTD Return | 41.85% | 20.52% |
| 1Y Return | 70.53% | 25.39% |
| 3Y Return (Ann) | 36.97% | 12.26% |
| 5Y Return (Ann) | 30.09% | 15.23% |
| 10Y Return (Ann) | 27.79% | 13.09% |
| Sharpe Ratio | 2.90 | 1.85 |
| Sortino Ratio | 3.67 | 2.62 |
| Omega Ratio | 1.51 | 1.34 |
| Calmar Ratio | 7.99 | 2.93 |
| Martin Ratio | 22.69 | 10.47 |
| Ulcer Index | 2.99% | 2.37% |
| Daily Std Dev | 23.33% | 13.34% |
| Max Drawdown | -87.59% | -54.88% |
| Current Drawdown | -2.78% | 0.00% |
Fundamentals
| III.L | JGGI.L | |
|---|---|---|
| Market Cap | £33.36B | £2.95B |
| EPS | £3.97 | £1.29 |
| PE Ratio | 8.71 | 4.57 |
| Total Revenue (TTM) | £2.24B | £486.70M |
| Gross Profit (TTM) | £2.23B | £478.89M |
| EBITDA (TTM) | £2.15B | £374.60M |
Correlation
The correlation between III.L and JGGI.L is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
III.L vs. JGGI.L - Performance Comparison
In the year-to-date period, III.L achieves a 41.85% return, which is significantly higher than JGGI.L's 20.52% return. Over the past 10 years, III.L has outperformed JGGI.L with an annualized return of 27.79%, while JGGI.L has yielded a comparatively lower 13.09% annualized 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
III.L vs. JGGI.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for 3I Group plc (III.L) and JP Morgan Global Growth & Income plc (JGGI.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
III.L vs. JGGI.L - Dividend Comparison
III.L's dividend yield for the trailing twelve months is around 1.80%, less than JGGI.L's 3.31% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
III.L 3I Group plc | 1.80% | 2.32% | 3.76% | 2.78% | 3.02% | 3.42% | 4.78% | 2.90% | 3.41% | 4.15% | 4.29% | 3.14% |
JGGI.L JP Morgan Global Growth & Income plc | 3.31% | 3.52% | 3.99% | 3.23% | 2.55% | 0.04% | 0.04% | 0.03% | 0.02% | 0.02% | 0.01% | 1.60% |
Drawdowns
III.L vs. JGGI.L - Drawdown Comparison
The maximum III.L drawdown since its inception was -87.59%, which is greater than JGGI.L's maximum drawdown of -54.88%. Use the drawdown chart below to compare losses from any high point for III.L and JGGI.L. For additional features, visit the drawdowns tool.
Volatility
III.L vs. JGGI.L - Volatility Comparison
3I Group plc (III.L) has a higher volatility of 9.26% compared to JP Morgan Global Growth & Income plc (JGGI.L) at 3.91%. This indicates that III.L's price experiences larger fluctuations and is considered to be riskier than JGGI.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
III.L vs. JGGI.L - Financials Comparison
This section allows you to compare key financial metrics between 3I Group plc and JP Morgan Global Growth & Income 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