TGOPY vs. COKE
TGOPY (3i Group PLC ADR) and COKE (Coca-Cola Consolidated, Inc.) are both stocks. TGOPY operates in Asset Management (Financial Services), while COKE operates in Beverages - Non-Alcoholic (Consumer Defensive). Over the past 5 years, TGOPY returned 22.63%/yr vs 37.59%/yr for COKE. Their 0.14 correlation means their historical movements had little consistent relationship.
Performance
TGOPY vs. COKE - Performance Comparison
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Returns By Period
In the year-to-date period, TGOPY achieves a -7.48% return, which is significantly lower than COKE's 23.11% return.
TGOPY
- 1D
- 0.78%
- 1M
- 14.25%
- 6M
- -12.54%
- YTD
- -7.48%
- 1Y
- -26.33%
- 3Y*
- 18.79%
- 5Y*
- 22.63%
- 10Y*
- —
- ALL TIME*
- 18.33%
COKE
- 1D
- -1.02%
- 1M
- -3.82%
- 6M
- 23.90%
- YTD
- 23.11%
- 1Y
- 68.22%
- 3Y*
- 45.40%
- 5Y*
- 37.59%
- 10Y*
- 30.31%
- ALL TIME*
- 14.99%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $79.24M | $97.25M | $107.78M | |
TGOPY 3i Group PLC ADR | $20.59M | $17.11M | $13.32M |
TGOPY vs. COKE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TGOPY 3i Group PLC ADR | -7.48% | -1.54% | 48.13% | 94.86% | -2.38% | 30.67% | 8.74% | 49.49% | -17.88% | -0.91% |
COKE Coca-Cola Consolidated, Inc. | 23.11% | 22.63% | 38.75% | 82.92% | -17.09% | 133.24% | -5.87% | 60.74% | -17.10% | 3.22% |
Correlation
The correlation between TGOPY and COKE is 0.05, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.05 |
Correlation (3Y) Balances recent behavior with more history. | 0.09 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.15 |
Correlation (All Time) Calculated using the full available price history since Sep 22, 2017 | 0.14 |
The correlation between TGOPY and COKE shifts across timeframes, from 0.05 (1 year) to 0.15 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
TGOPY:
$19.08B
COKE:
$14.76B
TGOPY:
£3.45
COKE:
$7.32
TGOPY:
2.13
COKE:
25.68
TGOPY:
3.95
COKE:
1.98
TGOPY:
£5.58B
COKE:
$7.49B
TGOPY:
£5.57B
COKE:
$2.95B
TGOPY:
£9.84B
COKE:
$1.10B
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Return for Risk
TGOPY vs. COKE — Risk / Return Rank
TGOPY
COKE
TGOPY vs. COKE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for 3i Group PLC ADR (TGOPY) and Coca-Cola Consolidated, Inc. (COKE). 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.
| TGOPY | COKE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.51 | ||
| Sortino ratioReturn per unit of downside risk | -2.80 | ||
| Omega ratioGain probability vs. loss probability | 0.93 | 1.34 | -0.42 |
| Calmar ratioReturn relative to maximum drawdown | -0.49 | 2.83 | -3.33 |
| Martin ratioReturn relative to average drawdown | -0.84 | 7.00 | -7.83 |
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Drawdowns
TGOPY vs. COKE - Drawdown Comparison
The maximum TGOPY drawdown since its inception was -58.64%, which is greater than COKE's maximum drawdown of -54.32%. Use the drawdown chart below to compare losses from any high point for TGOPY and COKE.
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Drawdown Indicators
| TGOPY | COKE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.64% | -54.32% | -4.32% |
Max Drawdown (1Y)Largest decline over 1 year | -52.74% | -24.56% | -28.18% |
Max Drawdown (3Y)Largest decline over 3 years | -52.74% | -27.38% | -25.36% |
Max Drawdown (5Y)Largest decline over 5 years | -52.74% | -35.52% | -17.22% |
Max Drawdown (10Y)Largest decline over 10 years | — | -51.71% | — |
Current DrawdownCurrent decline from peak | -32.84% | -13.14% | -19.70% |
Average DrawdownAverage peak-to-trough decline | -11.32% | -18.86% | +7.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 31.13% | 9.92% | +21.21% |
Volatility
TGOPY vs. COKE - Volatility Comparison
The current volatility for 3i Group PLC ADR (TGOPY) is 9.51%, while Coca-Cola Consolidated, Inc. (COKE) has a volatility of 11.03%. This indicates that TGOPY experiences smaller price fluctuations and is considered to be less risky than COKE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TGOPY | COKE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.51% | 11.03% | -1.52% |
Volatility (6M)Calculated over the trailing 6-month period | 39.49% | 31.62% | +7.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 47.74% | 35.51% | +12.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.33% | 37.75% | -0.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 48.27% | 37.27% | +11.00% |
Dividends
TGOPY vs. COKE - Dividend Comparison
TGOPY's dividend yield for the trailing twelve months is around 2.85%, more than COKE's 0.53% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COKE Coca-Cola Consolidated, Inc. | 0.53% | 0.65% | 1.59% | 0.54% | 0.20% | 0.16% | 0.38% | 0.35% | 0.56% | 0.46% | 0.56% | 0.55% |
TGOPY 3i Group PLC ADR | 2.85% | 2.42% | 1.83% | 2.23% | 14.27% | 2.62% | 2.70% | 3.04% | 1.66% | 0.75% | 0.00% | 0.00% |
Financials
TGOPY vs. COKE - Financials Comparison
This section allows you to compare key financial metrics between 3i Group PLC ADR and Coca-Cola Consolidated, Inc.. 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
TGOPY and COKE have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
COKE has higher volatility (11.03%) compared to TGOPY (9.51%). In terms of maximum drawdown, TGOPY dropped -58.64% vs COKE's -54.32%.
COKE currently has the higher Sharpe Ratio (1.96 vs -0.55), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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