3I Infrastructure PLC

10-Year Study

3IN.LSE · Financial Services · GB · Common Stock

Executive Summary: 3I Infrastructure PLC has compounded at 10.8% annually over the last 10 years, with a maximum drawdown of 20.3% and an annualized volatility of 21.3%.

1Y CAGR
+12.4%
3Y CAGR
+8.5%
5Y CAGR
+6.8%
10Y CAGR
+10.8%

History & Riski10-year historical performance analysis including CAGR, Max Drawdown, Sharpe & Sortino ratios, annual returns, and rolling volatility — all computed from daily market data.

10-Year Growth of $10,000

Max DrawdownMax DrawdownThe largest peak-to-trough decline in the asset's value over the measurement period.Click for full definition →
20.3%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.53
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.73
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
13.7%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2025 · +22.2%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2026 · -4.0%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
70%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
2026-0.3-3.5-7.47.6————————-4.0%
20250.3-1.11.11.93.14.22.3-2.76.0-1.03.92.522.2%
20242.81.4-2.52.01.7-3.69.0-2.1-0.1-6.33.1-1.92.5%
20230.1-5.5-0.91.4-0.61.00.0-1.6-1.1-1.811.2-1.5-0.3%
2022-2.4-1.31.81.2-0.9-4.11.81.6-10.73.35.32.8-2.7%
2021-3.1-2.51.90.23.9-1.82.74.2-4.78.94.93.718.8%
20205.4-4.5-16.55.16.77.2-0.90.9-1.01.93.42.78.1%
20192.51.92.04.60.34.5-4.24.9-1.2-3.03.21.217.5%
2018-3.4-2.12.42.73.30.311.1-0.3-1.6-0.77.90.621.3%
20172.12.0-2.93.02.1-1.92.80.4-1.41.61.95.415.8%
2016———4.3-3.14.37.0-2.03.9-1.3-1.71.212.8%

Risk X-RayiA 19-factor macroeconomic risk decomposition showing exactly which market forces (equity beta, rates, inflation, credit, commodity, crypto) drive this asset's volatility. Powered by multivariate regression against daily factor returns.

Risk Profile Insight: This asset has an estimated annualized volatility of 21.3%. The dominant macroeconomic risk driver is SHV.US, accounting for 36.7% of variance. Idiosyncratic stock-specific factors contribute 19.1%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0110434.77719991323
2016-05-0110109.598158228455
2016-06-0110541.94174410043
2016-07-0111282.242470374833
2016-08-0111057.1914849944
2016-09-0111489.527295741642
2016-10-0111341.473370586547
2016-11-0111150.026474299715
2016-12-0111282.90335597709
2017-01-0111524.507581912883
2017-02-0111754.029264014469
2017-03-0111415.788012779196
2017-04-0111754.029264014469
2017-05-0112001.682536992103
2017-06-0111768.965278625483
2017-07-0112101.70174155019
2017-08-0112144.838133565758
2017-09-0111972.308115752947
2017-10-0112169.48527896759
2017-11-0112397.475261496884
2017-12-0113069.821397609774
2018-01-0112629.96704124626
2018-02-0112366.0559824531
2018-03-0112659.792419719894
2018-04-0113006.516332038258
2018-05-0113442.141020547324
2018-06-0113479.05731277694
2018-07-0114980.076242873127
2018-08-0114940.889614221638
2018-09-0114708.809916083079
2018-10-0114606.325996984808
2018-11-0115759.400320179637
2018-12-0115851.380045764385
2019-01-0116253.027439192696
2019-02-0116559.631707891676
2019-03-0116887.695320852188
2019-04-0117660.340566013532
2019-05-0117721.65519965354
2019-06-0118518.107876745613
2019-07-0117740.035594521025
2019-08-0118611.479349657468
2019-09-0118393.62035465454
2019-10-0117833.40706743288
2019-11-0118400.92897190303
2019-12-0118622.247897411897
2020-01-0119633.978228095726
2020-02-0118748.71030118501
2020-03-0115650.276444559862
2020-04-0116440.695624859563
2020-05-0117547.27470215441
2020-06-0118804.714524632764
2020-07-0118643.987146163796
2020-08-0118804.714524632764
2020-09-0118611.844780519892
2020-10-0118965.44190310173
2020-11-0119602.32569530997
2020-12-0120125.05510619654
2021-01-0119504.31247293285
2021-02-0119014.25413617198
2021-03-0119373.635951554756
2021-04-0119406.299250555727
2021-05-0120157.72618032225
2021-06-0119792.248667149244
2021-07-0120323.577365989895
2021-08-0121187.004967527195
2021-09-0120190.747135060912
2021-10-0121984.001903350538
2021-11-0123064.923069028333
2021-12-0123907.940968142986
2022-01-0123334.688796745024
2022-02-0123031.202353063753
2022-03-0123435.85094463878
2022-04-0123705.616672355467
2022-05-0123503.29237656795
2022-06-0122532.42810147782
2022-07-0122943.35899383666
2022-08-0123320.04046174911
2022-09-0120820.2367836486
2022-10-0121505.116420830185
2022-11-0122643.348030910787
2022-12-0123270.396290332486
2023-01-0123305.228849133815
2023-02-0122016.299771489084
2023-03-0121807.28886843167
2023-04-0122120.812998142526
2023-05-0121981.467212687763
2023-06-0122195.182066208297
2023-07-0122195.182066208297
2023-08-0121840.628603284375
2023-09-0121592.4388467002
2023-10-0121202.423039871617
2023-11-0123571.13033985848
2023-12-0123210.162399030287
2024-01-0123859.90624754598
2024-02-0124184.774284241455
2024-03-0123571.13033985848
2024-04-0124040.390217960074
2024-05-0124437.450287796244
2024-06-0123566.78404513305
2024-07-0125699.197529376368
2024-08-0125147.707932104502
2024-09-0125110.947142369532
2024-10-0123530.023255398075
2024-11-0124249.362245393822
2024-12-0123799.602380121185
2025-01-0123874.562357666626
2025-02-0123612.20632381995
2025-03-0123874.562357666626
2025-04-0124324.322222939263
2025-05-0125073.914223268926
2025-06-0126128.866472340385
2025-07-0126739.174888213143
2025-08-0126014.432186528356
2025-09-0127578.351875709966
2025-10-0127311.338542148565
2025-11-0128379.2052734006
2025-12-0129078.966499320068
2026-01-0129001.215251995684
2026-02-0127990.449036778675
2026-03-0125930.040982682465
2026-04-0127912.697789454287
Annual Return Matrix
YearAnnual Return
20170.15837395617556793
20180.2128230037377028
20190.17480294104663208
20200.0806995598524658
20210.18796896912752725
2022-0.026666649322081626
2023-0.0025884342729145526
20240.025395771514098886
20250.22182572779486898
2026-0.0401069518716578
Total Factor Risk
0.21278104073663542
VTI.US Exposure
0.33487101695415555
VEA.US Exposure
0.049994332285757906
VWO.US Exposure
-0.012482469485356642
QQQ.US Exposure
-0.02630899957894269
VTV.US Exposure
-0.029513305631300415
IJR.US Exposure
-0.0195064711076491
QUAL.US Exposure
-0.008136914970977021
SHV.US Exposure
0.36712296807482464
TLT.US Exposure
-0.00949022861880353
LQD.US Exposure
0.1148544084710558
HYG.US Exposure
-0.0014729731323535763
GLD.US Exposure
0.005344362217910326
USO.US Exposure
0.00024544688487864705
VNQ.US Exposure
0.05275587569489344
BTC-USD.CC Exposure
0.003016920565699285
CPER.US Exposure
0.0011562068396090664
VIX.INDX Exposure
-0.008267163266224467
UUP.US Exposure
-0.0020715313449730936
TIP.US Exposure
-0.0034611421944019697
Idiosyncratic Exposure
0.1913496613421977
Value Score
47.1
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
46.9
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
21.3%

FundamentalsiCompany financial health metrics: P/E valuation, dividend yield, Piotroski F-Score (9-point profitability signal), Altman Z-Score (bankruptcy risk proxy), and a radar chart across 6 fundamental dimensions. Note: ETFs may show N/A for some metrics.

Fundamental Dimensions

Core Valuation

P/E Ratio (TTM)P/E RatioPrice-to-Earnings ratio — the market price of a stock divided by its earnings per share, a key valuation measure.Click for full definition →7.3x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →3.91%
Market Cap$3.1B
Piotroski F-ScorePiotroski F-ScoreA 9-point scoring system evaluating a company's financial strength across profitability, leverage, and operating efficiency.Click for full definition →
9-point profitability signal
0.0/ 9
Weak
Altman Z-ScoreAltman Z-ScoreA bankruptcy prediction model that combines 5 financial ratios into a single score indicating financial distress risk.Click for full definition →
Bankruptcy risk proxy
1.18
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$0
Avg Yield on Cost
0.00%

Momentum & MacroiPrice momentum indicators relative to key technical levels: distance from 50-Day SMA (intermediate trend), 200-Day SMA (long-term trend), 52-Week High (bullish proximity), and Beta (market sensitivity coefficient).

vs 50-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+4.0%
Above/below 50-day moving average
vs 200-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+1.9%
Above/below 200-day moving average
vs 52-Week High52-Week HighThe highest price an asset reached in the past 52 weeks — a key reference for momentum and valuation context.Click for full definition →
6.8% from high
Distance from 52-week high
BetaBetaA measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).Click for full definition →
0.46
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is 3I Infrastructure PLC a high-risk investment?

3I Infrastructure PLC (3IN.LSE) has an annualized volatility of 21.3% and experienced a maximum drawdown of 20.3% over the last 10 years. Its primary macro risk driver is SHV.US.

What is the 10-year return of 3IN.LSE?

Over the past 10 years, 3IN.LSE has generated a Compound Annual Growth Rate (CAGR) of 10.8%. It has had a positive return in 70% of the years measured.

Data Methodology & Trust

The risk and return information on this page is pre-calculated mathematically using daily market data spanning a 10-year period. Fundamentals (such as P/E Ratio, Market Cap, and Dividend Yield) represent trailing averages and may not immediately reflect real-time live market fluctuations. Advanced scoring models like the Piotroski F-Score and Altman Z-Score are proxies applied to publicly available trailing-twelve-month financial statements and may not account for recent off-balance-sheet events, qualitative company shifts, or sector-specific capital structures. Macroeconomic factor exposures are estimated via multivariate regression against standard market indices. This data is provided for quantitative insight and backtesting research, and should not be misconstrued as tailored financial advice.

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