3 semi

The chart shows the growth of an initial investment of €10,000 in 3 semi, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every month.

Based on dividend-adjusted daily data since Aug 6, 2021, 3 semi's average daily return is +0.09%, while the average monthly return is +2.11%. At this rate, an investment would double in approximately 2.8 years.

Historically, 68% of months were positive and 32% were negative. The best month was Jan 2026 with a return of +16.5%, while the worst month was Mar 2026 at -9.0%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 2 months.

On a daily basis, 3 semi closed higher 56% of trading days. The best single day was Jan 28, 2026 with a return of +5.6%, while the worst single day was Jan 30, 2026 at -7.2%.

3 semi has an annualized alpha of 22.58%, beta of 0.31, and R2 of 0.10 versus S&P 500 Index. Calculated based on daily prices since August 06, 2021.

• This portfolio captured 74.70% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -17.82%) - a profile typical of hedging or uncorrelated assets.
• Beta of 0.31 may look defensive, but with R2 of 0.10 this portfolio is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this portfolio's risk.
• R2 of 0.10 means this portfolio moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

3 semi has an expense ratio of 0.02%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

3 semi ranks 20 for risk / return — below 20% of Portfolios on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk. Learn how to interpret the Sharpe ratio.

The current 3 semi Sharpe ratio is 1.43 as of Jun 16, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.72 to 2.63, this portfolio's current Sharpe ratio places it in the bottom 25%. This suggests weaker risk-adjusted returns than most portfolios, possibly due to lower returns, higher volatility, or both. It may be worth reviewing the allocation. You can use the Portfolio Optimization tool to explore options for improving the Sharpe ratio.

The chart below shows the rolling Sharpe ratio of 3 semi compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

3 semi provided a 0.03% dividend yield over the last twelve months.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the 3 semi. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the 3 semi was 18.76%, occurring on Jun 10, 2026. The portfolio has not yet recovered.

The current 3 semi drawdown is 13.65%.

The chart below shows the rolling one-month volatility.