Performance analysis of SCLZ (SWAN ENHANCED DIVIDEND INCOME ETF)
Annual Return
Since Feb 27, 2024, SCLZ has had an average annual return of +13.16%, underperforming the benchmark SPY, which returned +20.60% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.46% | +11.11% | +11.88% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.54% | -1.12% | -2.99% | +7.27% | +3.03% | -0.13% | +6.46% | ||||||
| 2025 | +2.74% | -0.10% | -2.95% | -0.77% | +2.20% | +1.94% | +1.29% | +1.28% | +2.32% | +1.90% | -0.18% | +1.07% | +11.11% |
| 2024 | -0.06% | +2.18% | -3.17% | +2.92% | +1.87% | +1.72% | +3.95% | +1.48% | -0.75% | +3.21% | -1.82% | +11.88% |
Drawdown analysis of SCLZ (SWAN ENHANCED DIVIDEND INCOME ETF)
The maximum drawdown for the SCLZ was -12.57%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.
The current SCLZ drawdown is -0.23%.
Since Feb 27, 2024 SCLZ has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -12.57% | Feb 19, 2025 | 34 | Apr 8, 2025 | 59 | Jul 3, 2025 | 93 |
| -6.99% | Feb 2, 2026 | 39 | Mar 30, 2026 | 10 | Apr 14, 2026 | 49 |
| -4.60% | Jul 16, 2024 | 14 | Aug 5, 2024 | 8 | Aug 15, 2024 | 22 |
| -4.23% | Mar 28, 2024 | 14 | Apr 18, 2024 | 19 | May 15, 2024 | 33 |
| -4.22% | Oct 28, 2025 | 17 | Nov 20, 2025 | 21 | Dec 22, 2025 | 38 |
| -3.29% | Dec 16, 2024 | 16 | Jan 10, 2025 | 8 | Jan 23, 2025 | 24 |
| -2.25% | Oct 18, 2024 | 11 | Nov 4, 2024 | 3 | Nov 7, 2024 | 14 |
| -2.21% | Aug 30, 2024 | 4 | Sep 6, 2024 | 5 | Sep 13, 2024 | 9 |
| -2.14% | Jan 12, 2026 | 5 | Jan 20, 2026 | 9 | Feb 2, 2026 | 14 |
| -2.12% | May 15, 2024 | 9 | May 29, 2024 | 11 | Jun 13, 2024 | 20 |
| -2.03% | Nov 8, 2024 | 5 | Nov 15, 2024 | 7 | Nov 26, 2024 | 12 |
| -1.41% | Oct 8, 2025 | 2 | Oct 10, 2025 | 6 | Oct 20, 2025 | 8 |
| -1.35% | Jul 23, 2025 | 7 | Aug 1, 2025 | 10 | Aug 15, 2025 | 17 |
| -1.24% | Mar 1, 2024 | 2 | Mar 5, 2024 | 5 | Mar 12, 2024 | 7 |
| -1.14% | Sep 30, 2024 | 5 | Oct 7, 2024 | 2 | Oct 9, 2024 | 7 |
| -1.06% | Apr 17, 2026 | 2 | Apr 21, 2026 | 7 | Apr 30, 2026 | 9 |
| -0.88% | Dec 4, 2024 | 6 | Dec 12, 2024 | 2 | Dec 16, 2024 | 8 |
| -0.88% | Aug 28, 2025 | 2 | Sep 2, 2025 | 4 | Sep 8, 2025 | 6 |
| -0.84% | Mar 21, 2024 | 3 | Mar 26, 2024 | 1 | Mar 27, 2024 | 4 |
| -0.83% | Sep 22, 2025 | 3 | Sep 25, 2025 | 7 | Oct 6, 2025 | 10 |
| -0.81% | Jun 24, 2024 | 5 | Jul 1, 2024 | 6 | Jul 10, 2024 | 11 |
| -0.73% | Mar 12, 2024 | 3 | Mar 15, 2024 | 2 | Mar 19, 2024 | 5 |
| -0.71% | Dec 26, 2025 | 4 | Jan 2, 2026 | 6 | Jan 12, 2026 | 10 |
| -0.69% | Aug 18, 2025 | 3 | Aug 21, 2025 | 1 | Aug 22, 2025 | 4 |
| -0.67% | Feb 6, 2025 | 1 | Feb 7, 2025 | 1 | Feb 10, 2025 | 2 |