3 Stock

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

Based on dividend-adjusted daily data since Oct 1, 2020, 3 Stock's average daily return is +0.27%, while the average monthly return is +6.08%. At this rate, your investment would double in approximately 1.0 years.

Historically, 63% of months were positive and 37% were negative. The best month was Nov 2020 with a return of +84.9%, while the worst month was Nov 2025 at -16.7%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 3 months.

On a daily basis, 3 Stock closed higher 54% of trading days. The best single day was Feb 28, 2022 with a return of +22.3%, while the worst single day was May 9, 2022 at -14.1%.

3 Stock has an annualized alpha of 71.46%, beta of 1.06, and R² of 0.21 versus S&P 500 Index. Calculated based on daily prices since October 01, 2020.

• This portfolio captured 229.82% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -61.74%) — a profile typical of hedging or uncorrelated assets.
• R² of 0.21 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 Stock has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

3 Stock ranks 23 for risk / return — below 23% 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.

3 Stock Sharpe ratios as of Apr 2, 2026 (values are recalculated daily):

• 1-Year: 1.01
• 5-Year: 2.00
• All Time: 2.13

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 1.01 to 1.70, this portfolio's current Sharpe ratio falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

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

3 Stock provided a 0.28% 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 Stock. 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 Stock was 32.07%, occurring on Jan 27, 2022. Recovery took 22 trading sessions.

The current 3 Stock drawdown is 23.21%.

The chart below shows the rolling one-month volatility.