Correlation
The correlation between TGOPY and III.L is 0.34, 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.
TGOPY vs. III.L
Compare and contrast key facts about 3i Group PLC ADR (TGOPY) and 3I Group plc (III.L).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TGOPY or III.L.
Performance
TGOPY vs. III.L - Performance Comparison
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Key characteristics
TGOPY:
1.90
III.L:
1.71
TGOPY:
2.40
III.L:
2.38
TGOPY:
1.33
III.L:
1.32
TGOPY:
2.98
III.L:
2.43
TGOPY:
11.69
III.L:
9.78
TGOPY:
4.50%
III.L:
4.60%
TGOPY:
29.13%
III.L:
25.56%
TGOPY:
-53.66%
III.L:
-88.39%
TGOPY:
-2.73%
III.L:
-5.26%
Fundamentals
TGOPY:
$53.97B
III.L:
£39.31B
TGOPY:
$3.50
III.L:
£5.20
TGOPY:
7.99
III.L:
7.83
TGOPY:
10.49
III.L:
7.64
TGOPY:
1.63
III.L:
1.60
Returns By Period
In the year-to-date period, TGOPY achieves a 25.24% return, which is significantly higher than III.L's 14.25% return.
TGOPY
25.24%
-0.61%
18.57%
56.31%
63.01%
48.66%
N/A
III.L
14.25%
-3.74%
9.79%
45.03%
51.90%
41.96%
25.33%
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Risk-Adjusted Performance
TGOPY vs. III.L — Risk-Adjusted Performance Rank
TGOPY
III.L
TGOPY vs. III.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for 3i Group PLC ADR (TGOPY) 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.
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Dividends
TGOPY vs. III.L - Dividend Comparison
TGOPY's dividend yield for the trailing twelve months is around 1.48%, less than III.L's 1.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TGOPY 3i Group PLC ADR | 1.48% | 1.85% | 2.24% | 14.49% | 2.82% | 2.89% | 3.32% | 4.86% | 2.81% | 4.55% | 0.00% | 0.00% |
III.L 3I Group plc | 1.60% | 1.82% | 2.32% | 3.76% | 2.78% | 3.02% | 3.42% | 2.97% | 2.03% | 1.90% | 1.68% | 1.80% |
Drawdowns
TGOPY vs. III.L - Drawdown Comparison
The maximum TGOPY drawdown since its inception was -53.66%, smaller than the maximum III.L drawdown of -88.39%. Use the drawdown chart below to compare losses from any high point for TGOPY and III.L.
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Volatility
TGOPY vs. III.L - Volatility Comparison
3i Group PLC ADR (TGOPY) has a higher volatility of 7.92% compared to 3I Group plc (III.L) at 6.40%. This indicates that TGOPY'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.
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Financials
TGOPY vs. III.L - Financials Comparison
This section allows you to compare key financial metrics between 3i Group PLC ADR 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