SMFG vs. 3GOL.L

Last updated Jun 30, 2026

SMFG (Sumitomo Mitsui Financial Group, Inc.) is a stock, while 3GOL.L (WisdomTree Gold 3x Daily Leveraged) is Leveraged Commodities fund tracking the Solactive Gold Commodity Futures SL Index (300%). Over the past 10 years, SMFG returned 19.40%/yr vs 15.21%/yr for 3GOL.L. At a 0.01 correlation, their price movements are largely independent.

Performance

SMFG vs. 3GOL.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sumitomo Mitsui Financial Group, Inc. (SMFG) and WisdomTree Gold 3x Daily Leveraged (3GOL.L). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SMFG achieves a 22.66% return, which is significantly higher than 3GOL.L's -36.55% return. Over the past 10 years, SMFG has outperformed 3GOL.L with an annualized return of 19.40%, while 3GOL.L has yielded a comparatively lower 15.21% annualized return.

SMFG

• 1D: -0.50%
• 1M: 7.92%
• YTD: 22.66%
• 6M: 21.15%
• 1Y: 58.82%
• 3Y*: 44.31%
• 5Y*: 31.63%
• 10Y*: 19.40%

3GOL.L

• 1D: -4.45%
• 1M: -34.28%
• YTD: -36.55%
• 6M: -39.67%
• 1Y: 25.90%
• 3Y*: 57.28%
• 5Y*: 29.93%
• 10Y*: 15.21%

*Multi-year figures are annualized to reflect compound growth (CAGR)

SMFG vs. 3GOL.L - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SMFG Sumitomo Mitsui Financial Group, Inc.	22.66%	38.01%	54.90%	25.63%	21.70%	10.05%	-11.00%	19.47%	-22.21%	17.95%
3GOL.L WisdomTree Gold 3x Daily Leveraged	-36.55%	236.16%	60.51%	20.28%	-13.87%	-21.60%	50.85%	47.36%	-12.42%	25.08%

Correlation

The correlation between SMFG and 3GOL.L is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.17
Correlation (3Y) Calculated over the trailing 3-year period	0.16
Correlation (5Y) Calculated over the trailing 5-year period	0.12
Correlation (10Y) Calculated over the trailing 10-year period	0.04
Correlation (All Time) Calculated using the full available price history since Dec 20, 2012	0.01

The correlation between SMFG and 3GOL.L shifts across timeframes, from 0.01 (all time) to 0.17 (1 year), reflecting how their relationship changes across market environments.

Return for Risk

SMFG vs. 3GOL.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SMFG

SMFG Risk / Return Rank: 87
SMFG Sharpe Ratio Rank: 91
SMFG Sortino Ratio Rank: 88
SMFG Omega Ratio Rank: 86
SMFG Calmar Ratio Rank: 84
SMFG Martin Ratio Rank: 86

3GOL.L

3GOL.L Risk / Return Rank: 15
3GOL.L Sharpe Ratio Rank: 13
3GOL.L Sortino Ratio Rank: 18
3GOL.L Omega Ratio Rank: 19
3GOL.L Calmar Ratio Rank: 13
3GOL.L Martin Ratio Rank: 13

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SMFG vs. 3GOL.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sumitomo Mitsui Financial Group, Inc. (SMFG) and WisdomTree Gold 3x Daily Leveraged (3GOL.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.

	SMFG	3GOL.L	Difference
Sharpe ratio: Return per unit of total volatility	2.07	0.33	+1.74
Sortino ratio: Return per unit of downside risk	2.81	0.94	+1.86
Omega ratio: Gain probability vs. loss probability	1.34	1.13	+0.22
Calmar ratio: Return relative to maximum drawdown	2.94	0.40	+2.54
Martin ratio: Return relative to average drawdown	8.30	0.94	+7.36

SMFG vs. 3GOL.L - Sharpe Ratio Comparison

The current SMFG Sharpe Ratio is 2.07, which is higher than the 3GOL.L Sharpe Ratio of 0.33. The chart below compares the historical Sharpe Ratios of SMFG and 3GOL.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

SMFG vs. 3GOL.L - Drawdown Comparison

The maximum SMFG drawdown since its inception was -77.26%, smaller than the maximum 3GOL.L drawdown of -83.81%. Use the drawdown chart below to compare losses from any high point for SMFG and 3GOL.L.

Drawdown Indicators

	SMFG	3GOL.L	Difference
Max Drawdown Largest peak-to-trough decline	-77.26%	-83.81%	+6.55%
Max Drawdown (1Y) Largest decline over 1 year	-20.12%	-64.85%	+44.73%
Max Drawdown (3Y) Largest decline over 3 years	-25.67%	-64.85%	+39.18%
Max Drawdown (5Y) Largest decline over 5 years	-27.88%	-64.85%	+36.97%
Max Drawdown (10Y) Largest decline over 10 years	-47.66%	-64.85%	+17.19%
Current Drawdown Current decline from peak	-6.02%	-64.57%	+58.55%
Average Drawdown Average peak-to-trough decline	-47.94%	-60.94%	+13.00%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.10%	27.34%	-20.24%

Volatility

SMFG vs. 3GOL.L - Volatility Comparison

The current volatility for Sumitomo Mitsui Financial Group, Inc. (SMFG) is 8.67%, while WisdomTree Gold 3x Daily Leveraged (3GOL.L) has a volatility of 26.74%. This indicates that SMFG experiences smaller price fluctuations and is considered to be less risky than 3GOL.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SMFG	3GOL.L	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.67%	26.74%	-18.07%
Volatility (6M) Calculated over the trailing 6-month period	21.83%	70.00%	-48.17%
Volatility (1Y) Calculated over the trailing 1-year period	28.63%	78.22%	-49.59%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	28.86%	53.24%	-24.38%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	26.81%	47.88%	-21.07%

Dividends

SMFG vs. 3GOL.L - Dividend Comparison

SMFG's dividend yield for the trailing twelve months is around 1.26%, while 3GOL.L has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
3GOL.L WisdomTree Gold 3x Daily Leveraged	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SMFG Sumitomo Mitsui Financial Group, Inc.	1.26%	2.84%	2.82%	3.67%	2.12%	0.00%	5.97%	4.61%	4.80%	3.17%	3.63%	3.32%

Frequently Asked Questions

Can I hold both SMFG and 3GOL.L in my portfolio?

SMFG and 3GOL.L have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.