3 Giants

The chart shows the growth of an initial investment of $10,000 in 3 Giants, 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 3 months.

As of Jun 13, 2026, the 3 Giants returned -3.52% Year-To-Date and 9.86% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Feb 3, 2012, 3 Giants's average daily return is +0.04%, while the average monthly return is +0.75%. At this rate, an investment would double in approximately 7.7 years.

Historically, 61% of months were positive and 39% were negative. The best month was Nov 2022 with a return of +12.8%, while the worst month was Mar 2020 at -14.9%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 6 months.

On a daily basis, 3 Giants closed higher 53% of trading days. The best single day was Mar 13, 2020 with a return of +8.9%, while the worst single day was Mar 16, 2020 at -12.2%.

3 Giants has an annualized alpha of -2.12%, beta of 0.88, and R2 of 0.68 versus S&P 500 Index. Calculated based on daily prices since February 03, 2012.

• This portfolio participated in 86.22% of S&P 500 Index downside but only 72.29% of its upside - more exposed to losses than it benefited from rallies.
• This portfolio had an annualized alpha of -2.12% versus S&P 500 Index - delivering less than market exposure alone would predict.
• With beta of 0.88 and R2 of 0.68, this portfolio moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

3 Giants has an expense ratio of 0.44%, placing it in the medium range. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

3 Giants ranks 7 for risk / return — in the bottom 7% of Portfolios on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

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.

The current 3 Giants Sharpe ratio is 0.33 as of Jun 13, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.54 to 2.41, 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 Giants compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

3 Giants provided a 1.12% 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 Giants. 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 Giants was 32.51%, occurring on Mar 23, 2020. Recovery took 93 trading sessions.

The current 3 Giants drawdown is 6.28%.

The chart below shows the rolling one-month volatility.