PHGP.L vs. III.L
Compare and contrast key facts about WisdomTree Physical Gold (PHGP.L) and 3I Group plc (III.L).
PHGP.L is a passively managed fund by WisdomTree that tracks the performance of the Gold. It was launched on Apr 24, 2007.
Performance
PHGP.L vs. III.L - Performance Comparison
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PHGP.L vs. III.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PHGP.L WisdomTree Physical Gold | 11.98% | 53.14% | 27.85% | 6.97% | 11.52% | -3.11% | 19.74% | 14.47% | 4.18% | 1.55% |
III.L 3I Group plc | -20.81% | -6.44% | 50.11% | 85.46% | -3.46% | 28.99% | 9.36% | 47.12% | -12.49% | 32.12% |
Returns By Period
In the year-to-date period, PHGP.L achieves a 11.98% return, which is significantly higher than III.L's -20.81% return. Over the past 10 years, PHGP.L has underperformed III.L with an annualized return of 14.97%, while III.L has yielded a comparatively higher 22.55% annualized return.
PHGP.L
- 1D
- 2.66%
- 1M
- -9.47%
- YTD
- 11.98%
- 6M
- 25.02%
- 1Y
- 47.74%
- 3Y*
- 30.40%
- 5Y*
- 22.99%
- 10Y*
- 14.97%
III.L
- 1D
- 5.99%
- 1M
- -20.07%
- YTD
- -20.81%
- 6M
- -36.91%
- 1Y
- -27.60%
- 3Y*
- 17.98%
- 5Y*
- 20.44%
- 10Y*
- 22.55%
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Return for Risk
PHGP.L vs. III.L — Risk / Return Rank
PHGP.L
III.L
PHGP.L vs. III.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Physical Gold (PHGP.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.
| PHGP.L | III.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.97 | -0.67 | +2.64 |
Sortino ratioReturn per unit of downside risk | 2.43 | -0.72 | +3.15 |
Omega ratioGain probability vs. loss probability | 1.37 | 0.89 | +0.48 |
Calmar ratioReturn relative to maximum drawdown | 2.76 | -0.58 | +3.34 |
Martin ratioReturn relative to average drawdown | 11.43 | -1.48 | +12.91 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PHGP.L | III.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.97 | -0.67 | +2.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.43 | 0.69 | +0.74 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.95 | 0.75 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.38 | +0.31 |
Correlation
The correlation between PHGP.L and III.L is -0.07. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
PHGP.L vs. III.L - Dividend Comparison
PHGP.L has not paid dividends to shareholders, while III.L's dividend yield for the trailing twelve months is around 3.06%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHGP.L WisdomTree Physical Gold | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
III.L 3I Group plc | 3.06% | 2.42% | 1.82% | 2.32% | 3.76% | 2.78% | 3.02% | 3.42% | 3.75% | 1.75% | 2.64% | 1.68% |
Drawdowns
PHGP.L vs. III.L - Drawdown Comparison
The maximum PHGP.L drawdown since its inception was -42.06%, smaller than the maximum III.L drawdown of -84.42%. Use the drawdown chart below to compare losses from any high point for PHGP.L and III.L.
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Drawdown Indicators
| PHGP.L | III.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.06% | -84.42% | +42.36% |
Max Drawdown (1Y)Largest decline over 1 year | -17.49% | -47.86% | +30.37% |
Max Drawdown (5Y)Largest decline over 5 years | -17.49% | -47.86% | +30.37% |
Max Drawdown (10Y)Largest decline over 10 years | -22.37% | -49.08% | +26.71% |
Current DrawdownCurrent decline from peak | -9.47% | -41.39% | +31.92% |
Average DrawdownAverage peak-to-trough decline | -13.51% | -26.61% | +13.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.23% | 18.64% | -14.41% |
Volatility
PHGP.L vs. III.L - Volatility Comparison
The current volatility for WisdomTree Physical Gold (PHGP.L) is 11.35%, while 3I Group plc (III.L) has a volatility of 24.36%. This indicates that PHGP.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.
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Volatility by Period
| PHGP.L | III.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.35% | 24.36% | -13.01% |
Volatility (6M)Calculated over the trailing 6-month period | 21.04% | 37.37% | -16.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.18% | 41.00% | -16.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.07% | 29.65% | -13.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.77% | 29.79% | -14.02% |