INVP.L vs. III.L
Compare and contrast key facts about Investec plc (INVP.L) and 3I Group plc (III.L).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: INVP.L or III.L.
Correlation
The correlation between INVP.L and III.L is 0.54, 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
INVP.L vs. III.L - Performance Comparison
Key characteristics
INVP.L:
0.58
III.L:
3.14
INVP.L:
0.95
III.L:
4.05
INVP.L:
1.12
III.L:
1.55
INVP.L:
0.81
III.L:
8.48
INVP.L:
2.36
III.L:
26.23
INVP.L:
6.04%
III.L:
2.74%
INVP.L:
24.42%
III.L:
22.86%
INVP.L:
-74.12%
III.L:
-88.39%
INVP.L:
-12.56%
III.L:
-0.55%
Fundamentals
INVP.L:
£3.42B
III.L:
£38.66B
INVP.L:
£0.70
III.L:
£3.97
INVP.L:
7.56
III.L:
9.21
INVP.L:
£1.48B
III.L:
£2.24B
INVP.L:
£3.44B
III.L:
£2.24B
INVP.L:
£372.15M
III.L:
£2.33B
Returns By Period
In the year-to-date period, INVP.L achieves a -2.67% return, which is significantly lower than III.L's 12.37% return. Over the past 10 years, INVP.L has underperformed III.L with an annualized return of 8.67%, while III.L has yielded a comparatively higher 27.23% annualized return.
INVP.L
-2.67%
0.86%
-3.10%
12.64%
16.27%
8.67%
III.L
12.37%
11.44%
32.28%
69.53%
32.15%
27.23%
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Risk-Adjusted Performance
INVP.L vs. III.L — Risk-Adjusted Performance Rank
INVP.L
III.L
INVP.L vs. III.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Investec plc (INVP.L) and 3I Group plc (III.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
INVP.L vs. III.L - Dividend Comparison
INVP.L's dividend yield for the trailing twelve months is around 6.70%, more than III.L's 1.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INVP.L Investec plc | 6.70% | 6.53% | 6.21% | 5.38% | 4.90% | 3.13% | 7.58% | 7.62% | 6.02% | 5.50% | 6.01% | 4.94% |
III.L 3I Group plc | 1.62% | 1.82% | 2.32% | 3.76% | 2.78% | 3.02% | 3.42% | 2.97% | 2.03% | 1.90% | 1.68% | 1.80% |
Drawdowns
INVP.L vs. III.L - Drawdown Comparison
The maximum INVP.L drawdown since its inception was -74.12%, smaller than the maximum III.L drawdown of -88.39%. Use the drawdown chart below to compare losses from any high point for INVP.L and III.L. For additional features, visit the drawdowns tool.
Volatility
INVP.L vs. III.L - Volatility Comparison
Investec plc (INVP.L) has a higher volatility of 7.37% compared to 3I Group plc (III.L) at 4.87%. This indicates that INVP.L's price experiences larger fluctuations and is considered to be riskier than III.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
INVP.L vs. III.L - Financials Comparison
This section allows you to compare key financial metrics between Investec plc and 3I Group 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