MA vs. III.L
MA (Mastercard Incorporated) and III.L (3I Group plc) are both stocks. Both are in the Financial Services sector — MA in Credit Services, III.L in Investment Banking & Investment Services. Over the past 10 years, MA returned 18.76%/yr vs 18.63%/yr for III.L. At a 0.29 correlation, their price movements are largely independent.
Performance
MA vs. III.L - Performance Comparison
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Different Trading Currencies
MA is traded in USD, while III.L is traded in GBp. To make them comparable, the III.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, MA achieves a -13.78% return, which is significantly higher than III.L's -30.19% return. Both investments have delivered pretty close results over the past 10 years, with MA having a 18.76% annualized return and III.L not far behind at 18.63%.
MA
- 1D
- 0.13%
- 1M
- -0.72%
- YTD
- -13.78%
- 6M
- -13.51%
- 1Y
- -12.19%
- 3Y*
- 9.87%
- 5Y*
- 6.78%
- 10Y*
- 18.76%
III.L
- 1D
- -0.90%
- 1M
- 4.13%
- YTD
- -30.19%
- 6M
- -27.35%
- 1Y
- -43.98%
- 3Y*
- 8.77%
- 5Y*
- 14.94%
- 10Y*
- 18.63%
MA vs. III.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MA Mastercard Incorporated | -13.78% | 9.04% | 24.17% | 23.40% | -2.66% | 1.16% | 20.19% | 59.16% | 25.31% | 47.69% |
III.L 3I Group plc | -30.19% | 0.62% | 47.61% | 95.24% | -13.78% | 27.82% | 12.71% | 53.02% | -16.76% | 46.43% |
Correlation
The correlation between MA and III.L is 0.10, 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 | 0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2007 | 0.29 |
The correlation between MA and III.L shifts across timeframes, from 0.10 (1 year) to 0.31 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
MA:
$438.14B
III.L:
£23.26B
MA:
$17.28
III.L:
£10.41
MA:
28.40
III.L:
2.20
MA:
1.66
III.L:
0.27
MA:
13.03
III.L:
10.70
MA:
65.18
III.L:
0.75
MA:
$33.94B
III.L:
£2.12B
MA:
$26.70B
III.L:
£5.57B
MA:
$21.23B
III.L:
£9.82B
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Return for Risk
MA vs. III.L — Risk / Return Rank
MA
III.L
MA vs. III.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mastercard Incorporated (MA) 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.
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.
| MA | III.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.44 | ||
| Sortino ratioReturn per unit of downside risk | +0.67 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 0.81 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | -0.58 | -0.83 | +0.25 |
| Martin ratioReturn relative to average drawdown | -1.18 | -1.64 | +0.46 |
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Drawdowns
MA vs. III.L - Drawdown Comparison
The maximum MA drawdown since its inception was -62.67%, smaller than the maximum III.L drawdown of -88.62%. Use the drawdown chart below to compare losses from any high point for MA and III.L.
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Drawdown Indicators
| MA | III.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.67% | -88.62% | +25.95% |
Max Drawdown (1Y)Largest decline over 1 year | -20.91% | -52.57% | +31.66% |
Max Drawdown (3Y)Largest decline over 3 years | -20.91% | -52.57% | +31.66% |
Max Drawdown (5Y)Largest decline over 5 years | -28.25% | -52.57% | +24.32% |
Max Drawdown (10Y)Largest decline over 10 years | -41.00% | -54.36% | +13.36% |
Current DrawdownCurrent decline from peak | -17.71% | -48.02% | +30.31% |
Average DrawdownAverage peak-to-trough decline | -9.83% | -27.22% | +17.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.38% | 26.86% | -16.48% |
Volatility
MA vs. III.L - Volatility Comparison
The current volatility for Mastercard Incorporated (MA) is 6.46%, while 3I Group plc (III.L) has a volatility of 11.99%. This indicates that MA 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.
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Volatility by Period
| MA | III.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.46% | 11.99% | -5.53% |
Volatility (6M)Calculated over the trailing 6-month period | 16.91% | 37.87% | -20.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.90% | 44.04% | -22.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.02% | 33.15% | -9.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.93% | 33.05% | -6.12% |
Dividends
MA vs. III.L - Dividend Comparison
MA's dividend yield for the trailing twelve months is around 0.66%, less than III.L's 3.46% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
III.L 3I Group plc | 3.46% | 2.42% | 1.82% | 2.32% | 3.76% | 2.78% | 3.02% | 3.42% | 4.78% | 2.90% | 3.41% | 2.37% |
MA Mastercard Incorporated | 0.66% | 0.53% | 0.50% | 0.53% | 0.56% | 0.49% | 0.45% | 0.44% | 0.53% | 0.58% | 0.74% | 0.66% |
Financials
MA vs. III.L - Financials Comparison
This section allows you to compare key financial metrics between Mastercard Incorporated 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
Frequently Asked Questions
MA and III.L have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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