JGGI.L vs. III.L
Compare and contrast key facts about JP Morgan Global Growth & Income plc (JGGI.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: JGGI.L or III.L.
Key characteristics
| JGGI.L | III.L | |
|---|---|---|
| YTD Return | 20.31% | 44.48% |
| 1Y Return | 25.83% | 74.73% |
| 3Y Return (Ann) | 12.22% | 37.87% |
| 5Y Return (Ann) | 15.19% | 29.36% |
| 10Y Return (Ann) | 13.08% | 28.04% |
| Sharpe Ratio | 1.88 | 3.16 |
| Sortino Ratio | 2.65 | 3.93 |
| Omega Ratio | 1.34 | 1.55 |
| Calmar Ratio | 2.98 | 8.69 |
| Martin Ratio | 10.65 | 24.73 |
| Ulcer Index | 2.37% | 2.98% |
| Daily Std Dev | 13.37% | 23.28% |
| Max Drawdown | -54.88% | -87.59% |
| Current Drawdown | 0.00% | -0.97% |
Fundamentals
| JGGI.L | III.L | |
|---|---|---|
| Market Cap | £2.94B | £33.36B |
| EPS | £1.29 | £3.97 |
| PE Ratio | 4.57 | 8.71 |
| Total Revenue (TTM) | £486.70M | £2.24B |
| Gross Profit (TTM) | £478.89M | £2.23B |
| EBITDA (TTM) | £374.60M | £2.15B |
Correlation
The correlation between JGGI.L and III.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
JGGI.L vs. III.L - Performance Comparison
In the year-to-date period, JGGI.L achieves a 20.31% return, which is significantly lower than III.L's 44.48% return. Over the past 10 years, JGGI.L has underperformed III.L with an annualized return of 13.08%, while III.L has yielded a comparatively higher 28.04% 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
JGGI.L vs. III.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JP Morgan Global Growth & Income plc (JGGI.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
JGGI.L vs. III.L - Dividend Comparison
JGGI.L's dividend yield for the trailing twelve months is around 3.32%, more than III.L's 1.76% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JGGI.L JP Morgan Global Growth & Income plc | 3.32% | 3.52% | 3.99% | 3.23% | 2.55% | 0.04% | 0.04% | 0.03% | 0.02% | 0.02% | 0.01% | 1.60% |
III.L 3I Group plc | 1.76% | 2.32% | 3.76% | 2.78% | 3.02% | 3.42% | 4.78% | 2.90% | 3.41% | 4.15% | 4.29% | 3.14% |
Drawdowns
JGGI.L vs. III.L - Drawdown Comparison
The maximum JGGI.L drawdown since its inception was -54.88%, smaller than the maximum III.L drawdown of -87.59%. Use the drawdown chart below to compare losses from any high point for JGGI.L and III.L. For additional features, visit the drawdowns tool.
Volatility
JGGI.L vs. III.L - Volatility Comparison
The current volatility for JP Morgan Global Growth & Income plc (JGGI.L) is 4.09%, while 3I Group plc (III.L) has a volatility of 8.81%. This indicates that JGGI.L experiences smaller price fluctuations and is considered to be less risky than III.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
JGGI.L vs. III.L - Financials Comparison
This section allows you to compare key financial metrics between JP Morgan Global Growth & Income 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