Performance analysis of Latham Group (SWIM)
Annual Return
Over the past 3 years, SWIM has had an average annual return of +11.19%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, SWIM has had an average annual return of -26.80%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Apr 23, 2021, SWIM has had an average annual return of -25.44%, underperforming the benchmark SPY, which returned +13.33% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -8.03% | -8.77% | +164.66% | -18.36% | -87.13% | -8.15% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.94% | +6.67% | -19.94% | +13.04% | -13.02% | +22.50% | -9.73% | -8.03% | |||||
| 2025 | +4.89% | -19.04% | +8.81% | -15.00% | +3.34% | +12.93% | +6.28% | +18.45% | -5.23% | -4.73% | -1.39% | -11.20% | -8.77% |
| 2024 | -3.83% | +34.05% | +16.80% | -29.25% | +37.84% | -21.52% | +20.14% | +71.71% | +8.76% | -4.41% | +2.01% | +4.97% | +164.66% |
| 2023 | +36.63% | -27.74% | -10.03% | -15.81% | +49.43% | +3.03% | +6.25% | -6.09% | -24.30% | -18.29% | -1.31% | +16.41% | -18.36% |
| 2022 | -33.36% | +4.85% | -24.29% | -9.36% | -20.75% | -27.13% | -20.76% | +3.97% | -37.14% | +23.16% | -21.95% | -6.64% | -87.13% |
| 2021 | -4.59% | +19.46% | +2.90% | -14.64% | -19.47% | -25.35% | -6.10% | +67.35% | -2.88% | -8.15% |
Drawdown analysis of Latham Group (SWIM)
The maximum drawdown for the SWIM was -93.55%, occurring on Oct 27, 2023. This drawdown has not yet recovered.
The current SWIM drawdown is -82.14%.
Since Apr 23, 2021 SWIM has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -93.55% | May 17, 2021 | 617 | Oct 27, 2023 | Ongoing | Ongoing | Ongoing |
| -11.19% | Apr 28, 2021 | 4 | May 4, 2021 | 3 | May 7, 2021 | 7 |
| -4.31% | May 11, 2021 | 1 | May 12, 2021 | 2 | May 14, 2021 | 3 |
| -0.36% | Apr 26, 2021 | 1 | Apr 27, 2021 | 1 | Apr 28, 2021 | 2 |