Performance analysis of SWP (SWP GROWTH & INCOME ETF)
Annual Return
Since Sep 25, 2024, SWP has had an average annual return of +12.95%, underperforming the benchmark SPY, which returned +17.43% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +5.49% | +16.86% | +1.24% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.89% | +0.79% | -5.39% | +7.59% | +1.90% | -2.33% | +0.41% | +5.49% | |||||
| 2025 | +4.44% | -1.07% | -5.18% | -2.46% | +4.61% | +5.09% | +3.31% | +1.62% | +2.63% | +1.96% | +2.17% | -0.90% | +16.86% |
| 2024 | +0.61% | -0.61% | +5.89% | -4.39% | +1.24% |
Drawdown analysis of SWP (SWP GROWTH & INCOME ETF)
The maximum drawdown for the SWP was -16.40%, occurring on Apr 8, 2025. Recovery took 57 trading sessions.
The current SWP drawdown is -2.16%.
Since Sep 25, 2024 SWP has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.40% | Feb 11, 2025 | 39 | Apr 8, 2025 | 57 | Jul 1, 2025 | 96 |
| -9.96% | Feb 10, 2026 | 33 | Mar 30, 2026 | 13 | Apr 17, 2026 | 46 |
| -5.57% | Nov 29, 2024 | 27 | Jan 10, 2025 | 8 | Jan 23, 2025 | 35 |
| -3.54% | Nov 12, 2025 | 6 | Nov 20, 2025 | 4 | Nov 26, 2025 | 10 |
| -3.47% | Sep 22, 2025 | 14 | Oct 10, 2025 | 10 | Oct 24, 2025 | 24 |
| -3.26% | Jun 4, 2026 | 14 | Jun 25, 2026 | Ongoing | Ongoing | Ongoing |
| -2.99% | Oct 18, 2024 | 11 | Nov 4, 2024 | 2 | Nov 6, 2024 | 13 |
| -2.93% | Dec 10, 2025 | 5 | Dec 17, 2025 | 11 | Jan 5, 2026 | 16 |
| -2.35% | Jan 16, 2026 | 1 | Jan 20, 2026 | 13 | Feb 6, 2026 | 14 |
| -2.06% | May 6, 2026 | 9 | May 19, 2026 | 3 | May 22, 2026 | 12 |
| -2.03% | Jul 25, 2025 | 5 | Aug 1, 2025 | 8 | Aug 13, 2025 | 13 |
| -1.49% | Apr 20, 2026 | 7 | Apr 29, 2026 | 5 | May 6, 2026 | 12 |
| -1.48% | Nov 11, 2024 | 4 | Nov 15, 2024 | 4 | Nov 21, 2024 | 8 |
| -1.29% | Aug 13, 2025 | 6 | Aug 21, 2025 | 1 | Aug 22, 2025 | 7 |
| -1.24% | Sep 30, 2024 | 5 | Oct 7, 2024 | 2 | Oct 9, 2024 | 7 |
| -1.19% | Oct 28, 2025 | 5 | Nov 4, 2025 | 4 | Nov 10, 2025 | 9 |
| -1.03% | Aug 28, 2025 | 2 | Sep 2, 2025 | 2 | Sep 4, 2025 | 4 |
| -0.98% | Jan 24, 2025 | 1 | Jan 27, 2025 | 7 | Feb 5, 2025 | 8 |
| -0.96% | Nov 28, 2025 | 1 | Dec 1, 2025 | 4 | Dec 5, 2025 | 5 |
| -0.91% | Jan 6, 2026 | 1 | Jan 7, 2026 | 2 | Jan 9, 2026 | 3 |
| -0.84% | Jul 14, 2025 | 1 | Jul 15, 2025 | 2 | Jul 17, 2025 | 3 |
| -0.83% | Feb 5, 2025 | 2 | Feb 7, 2025 | 2 | Feb 11, 2025 | 4 |
| -0.76% | Dec 5, 2025 | 2 | Dec 9, 2025 | 1 | Dec 10, 2025 | 3 |
| -0.69% | Jun 1, 2026 | 2 | Jun 3, 2026 | 1 | Jun 4, 2026 | 3 |
| -0.54% | Aug 22, 2025 | 1 | Aug 25, 2025 | 2 | Aug 27, 2025 | 3 |