LTI.L vs. III.L
Compare and contrast key facts about Lindsell Train Investment Trust plc (LTI.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: LTI.L or III.L.
Correlation
The correlation between LTI.L and III.L is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
LTI.L vs. III.L - Performance Comparison
Key characteristics
LTI.L:
0.37
III.L:
3.15
LTI.L:
0.69
III.L:
4.04
LTI.L:
1.08
III.L:
1.55
LTI.L:
0.14
III.L:
8.46
LTI.L:
1.05
III.L:
26.27
LTI.L:
8.41%
III.L:
2.73%
LTI.L:
23.61%
III.L:
22.72%
LTI.L:
-69.93%
III.L:
-88.39%
LTI.L:
-56.14%
III.L:
-0.75%
Fundamentals
LTI.L:
£175.60M
III.L:
£39.69B
LTI.L:
£38.54
III.L:
£4.35
LTI.L:
0.23
III.L:
9.43
LTI.L:
£9.35M
III.L:
£2.24B
LTI.L:
£8.42M
III.L:
£2.24B
LTI.L:
£11.57M
III.L:
£2.33B
Returns By Period
In the year-to-date period, LTI.L achieves a 9.63% return, which is significantly lower than III.L's 15.12% return. Over the past 10 years, LTI.L has underperformed III.L with an annualized return of 7.69%, while III.L has yielded a comparatively higher 27.02% annualized return.
LTI.L
9.63%
3.66%
9.90%
8.01%
-4.07%
7.69%
III.L
15.12%
5.94%
28.85%
71.33%
32.50%
27.02%
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Risk-Adjusted Performance
LTI.L vs. III.L — Risk-Adjusted Performance Rank
LTI.L
III.L
LTI.L vs. III.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lindsell Train Investment Trust plc (LTI.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
LTI.L vs. III.L - Dividend Comparison
LTI.L's dividend yield for the trailing twelve months is around 5.87%, more than III.L's 1.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LTI.L Lindsell Train Investment Trust plc | 5.87% | 6.44% | 5.96% | 5.01% | 3.93% | 3.03% | 0.13% | 1.80% | 1.88% | 0.98% | 1.26% | 1.80% |
III.L 3I Group plc | 1.58% | 1.82% | 2.32% | 3.76% | 2.78% | 3.02% | 3.42% | 2.97% | 2.03% | 1.90% | 1.68% | 1.80% |
Drawdowns
LTI.L vs. III.L - Drawdown Comparison
The maximum LTI.L drawdown since its inception was -69.93%, smaller than the maximum III.L drawdown of -88.39%. Use the drawdown chart below to compare losses from any high point for LTI.L and III.L. For additional features, visit the drawdowns tool.
Volatility
LTI.L vs. III.L - Volatility Comparison
Lindsell Train Investment Trust plc (LTI.L) has a higher volatility of 5.38% compared to 3I Group plc (III.L) at 4.39%. This indicates that LTI.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
LTI.L vs. III.L - Financials Comparison
This section allows you to compare key financial metrics between Lindsell Train Investment Trust 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