PortfoliosLab logoPortfoliosLab logo
WINC.AS vs. 3GOL.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

WINC.AS vs. 3GOL.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares World Equity High Income UCITS ETF USD Inc (WINC.AS) and WisdomTree Gold 3x Daily Leveraged (3GOL.L). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, WINC.AS achieves a 7.31% return, which is significantly higher than 3GOL.L's -36.55% return.


WINC.AS

1D
0.00%
1M
-1.00%
YTD
7.31%
6M
7.78%
1Y
20.24%
3Y*
5Y*
10Y*

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)

WINC.AS vs. 3GOL.L - Yearly Performance Comparison


2026 (YTD)20252024
WINC.AS
iShares World Equity High Income UCITS ETF USD Inc
7.31%21.56%8.10%
3GOL.L
WisdomTree Gold 3x Daily Leveraged
-36.55%236.16%35.95%

Correlation

The correlation between WINC.AS and 3GOL.L is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.36

Correlation (All Time)
Calculated using the full available price history since Apr 2, 2024

0.20

The correlation between WINC.AS and 3GOL.L shifts across timeframes, from 0.20 (all time) to 0.36 (1 year), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

WINC.AS vs. 3GOL.L — Risk / Return Rank

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

WINC.AS
WINC.AS Risk / Return Rank: 7070
Overall Rank
WINC.AS Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
WINC.AS Sortino Ratio Rank: 7575
Sortino Ratio Rank
WINC.AS Omega Ratio Rank: 6666
Omega Ratio Rank
WINC.AS Calmar Ratio Rank: 6969
Calmar Ratio Rank
WINC.AS Martin Ratio Rank: 7676
Martin Ratio Rank

3GOL.L
3GOL.L Risk / Return Rank: 1515
Overall Rank
3GOL.L Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
3GOL.L Sortino Ratio Rank: 1818
Sortino Ratio Rank
3GOL.L Omega Ratio Rank: 1919
Omega Ratio Rank
3GOL.L Calmar Ratio Rank: 1313
Calmar Ratio Rank
3GOL.L Martin Ratio Rank: 1313
Martin Ratio Rank
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.

WINC.AS vs. 3GOL.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares World Equity High Income UCITS ETF USD Inc (WINC.AS) 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.


WINC.AS3GOL.LDifference
Sharpe ratioReturn per unit of total volatility

+1.53

Sortino ratioReturn per unit of downside risk

+1.93

Omega ratioGain probability vs. loss probability

1.34

1.13

+0.21

Calmar ratioReturn relative to maximum drawdown

2.95

0.40

+2.55

Martin ratioReturn relative to average drawdown

12.16

0.94

+11.22

WINC.AS vs. 3GOL.L - Sharpe Ratio Comparison

The current WINC.AS Sharpe Ratio is 1.86, which is higher than the 3GOL.L Sharpe Ratio of 0.33. The chart below compares the historical Sharpe Ratios of WINC.AS 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.


Loading charts...

Drawdowns

WINC.AS vs. 3GOL.L - Drawdown Comparison

The maximum WINC.AS drawdown since its inception was -14.81%, smaller than the maximum 3GOL.L drawdown of -83.81%. Use the drawdown chart below to compare losses from any high point for WINC.AS and 3GOL.L.


Loading charts...

Drawdown Indicators


WINC.AS3GOL.LDifference

Max Drawdown

Largest peak-to-trough decline

-14.81%

-83.81%

+69.00%

Max Drawdown (1Y)

Largest decline over 1 year

-6.77%

-64.85%

+58.08%

Max Drawdown (3Y)

Largest decline over 3 years

-64.85%

Max Drawdown (5Y)

Largest decline over 5 years

-64.85%

Max Drawdown (10Y)

Largest decline over 10 years

-64.85%

Current Drawdown

Current decline from peak

-2.10%

-64.57%

+62.47%

Average Drawdown

Average peak-to-trough decline

-1.47%

-60.94%

+59.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.65%

27.34%

-25.69%

Volatility

WINC.AS vs. 3GOL.L - Volatility Comparison

The current volatility for iShares World Equity High Income UCITS ETF USD Inc (WINC.AS) is 3.62%, while WisdomTree Gold 3x Daily Leveraged (3GOL.L) has a volatility of 26.74%. This indicates that WINC.AS 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.


Loading charts...

Volatility by Period


WINC.AS3GOL.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.62%

26.74%

-23.12%

Volatility (6M)

Calculated over the trailing 6-month period

8.78%

70.00%

-61.22%

Volatility (1Y)

Calculated over the trailing 1-year period

10.79%

78.22%

-67.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.60%

53.24%

-40.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.60%

47.88%

-35.28%

WINC.AS vs. 3GOL.L - Expense Ratio Comparison

WINC.AS has a 0.35% expense ratio, which is lower than 3GOL.L's 0.99% expense ratio.


Dividends

WINC.AS vs. 3GOL.L - Dividend Comparison

WINC.AS's dividend yield for the trailing twelve months is around 9.78%, while 3GOL.L has not paid dividends to shareholders.


PositionTTM20252024
3GOL.L
WisdomTree Gold 3x Daily Leveraged
0.00%0.00%0.00%
WINC.AS
iShares World Equity High Income UCITS ETF USD Inc
9.78%9.38%4.88%

Frequently Asked Questions


WINC.AS and 3GOL.L have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, WINC.AS is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

WINC.AS is cheaper with a 0.35% expense ratio, compared with 0.99% for 3GOL.L.

WINC.AS is categorized as Global Equity Income, while 3GOL.L is Leveraged Commodities. They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.35% for WINC.AS and 0.99% for 3GOL.L.

Portfolio Optimizer

Find the right allocation for WINC.AS and 3GOL.L

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer