Performance analysis of Swk (SWKH)
Annual Return
Over the past 3 years, SWKH has had an average annual return of +14.33%, underperforming the benchmark SPY, which returned +18.09% annual.
Over the past 5 years, SWKH has had an average annual return of +9.90%, underperforming the benchmark SPY, which returned +11.22% annual.
Over the past 10 years, SWKH has had an average annual return of +10.49%, underperforming the benchmark SPY, which returned +14.14% annual.
Since Jun 1, 2009, SWKH has had an average annual return of +7.79%, underperforming the benchmark SPY, which returned +14.25% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -7.56% | +73.92% | -9.52% | -0.62% | -10.14% | +36.42% | +19.91% | +26.32% | -12.85% | +4.80% | -6.30% | -15.91% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | ||||||
| +16.82% | +39.50% | -1.22% | -8.89% | +2.27% | +22.22% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.74% | -6.17% | +3.59% | -6.53% | -7.56% | ||||||||
| 2025 | +2.46% | +4.61% | +2.30% | +29.93% | -0.57% | +5.21% | +1.02% | +0.13% | -2.42% | +11.27% | +4.88% | +1.30% | +73.92% |
| 2024 | -1.31% | -4.28% | +5.20% | -0.46% | -0.63% | -1.40% | +3.65% | -0.05% | -1.76% | -5.09% | -3.05% | -0.31% | -9.52% |
| 2023 | +6.92% | -0.58% | -4.75% | -1.85% | -3.31% | -1.24% | -3.58% | -2.42% | +0% | +2.48% | +1.12% | +7.41% | -0.62% |
| 2022 | -3.22% | -0.15% | -11.01% | +16.11% | -2.09% | -8.96% | +3.43% | -3.26% | -2.75% | +9.41% | +4.57% | -9.31% | -10.14% |
| 2021 | -5.42% | +1.03% | +5.75% | +7.87% | +2.58% | +9.08% | +1.31% | +11.36% | -8.23% | +4.46% | +0.74% | +2.67% | +36.42% |
| 2020 | +14.42% | +3.20% | -20.96% | +4.46% | +17.61% | -12.93% | +5.34% | +0.95% | +9.89% | +3.21% | -10.31% | +11.03% | +19.91% |
| 2019 | +1.80% | +1.24% | +4.19% | -5.59% | +4.36% | -2.49% | +5.41% | -0.29% | +24.75% | +1.01% | -1.39% | -6.25% | +26.32% |
| 2018 | -0.46% | +2.76% | -3.14% | +0.47% | -5.99% | -1.96% | -3.90% | +4.58% | -5.07% | +1.15% | -2.90% | +1.38% | -12.85% |
| 2017 | +0.19% | +0.77% | -0.47% | +2.39% | +4.68% | -1.34% | -2.17% | +4.07% | -0.18% | -5.43% | +1.23% | +1.39% | +4.80% |
Drawdown analysis of Swk (SWKH)
The maximum drawdown for the SWKH was -55.70%, occurring on Mar 19, 2020. Recovery took 267 trading sessions.
The current SWKH drawdown is -10.42%.
Since Jun 1, 2009 SWKH has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 4 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.70% | Aug 7, 2015 | 1153 | Mar 19, 2020 | 267 | Apr 12, 2021 | 1420 |
| -25.00% | Nov 23, 2010 | 275 | Dec 27, 2011 | 376 | Jun 27, 2013 | 651 |
| -23.97% | Dec 29, 2021 | 728 | Nov 20, 2024 | 104 | Apr 24, 2025 | 832 |
| -23.15% | Jul 24, 2009 | 68 | Oct 29, 2009 | 269 | Nov 23, 2010 | 337 |
| -18.70% | Aug 19, 2013 | 168 | Apr 21, 2014 | 84 | Aug 19, 2014 | 252 |
| -13.42% | Oct 27, 2014 | 3 | Oct 30, 2014 | 68 | Feb 9, 2015 | 71 |
| -10.42% | Dec 3, 2025 | 82 | Apr 2, 2026 | Ongoing | Ongoing | Ongoing |
| -10.12% | Apr 24, 2025 | 5 | May 1, 2025 | 36 | Jun 24, 2025 | 41 |
| -9.76% | Jun 8, 2015 | 39 | Aug 3, 2015 | 4 | Aug 7, 2015 | 43 |
| -9.55% | Sep 1, 2021 | 12 | Sep 20, 2021 | 70 | Dec 29, 2021 | 82 |
| -9.09% | Jun 3, 2009 | 3 | Jun 8, 2009 | 29 | Jul 20, 2009 | 32 |
| -8.42% | Apr 16, 2021 | 17 | May 11, 2021 | 7 | May 20, 2021 | 24 |
| -8.24% | Jul 25, 2025 | 19 | Aug 21, 2025 | 35 | Oct 10, 2025 | 54 |
| -6.78% | May 20, 2021 | 6 | May 28, 2021 | 19 | Jun 25, 2021 | 25 |
| -6.33% | Feb 23, 2015 | 12 | Mar 11, 2015 | 13 | Mar 30, 2015 | 25 |
| -5.59% | Mar 30, 2015 | 2 | Apr 1, 2015 | 46 | Jun 8, 2015 | 48 |
| -5.28% | Jul 15, 2021 | 18 | Aug 10, 2021 | 8 | Aug 20, 2021 | 26 |
| -4.55% | Jul 24, 2013 | 4 | Jul 30, 2013 | 3 | Aug 2, 2013 | 7 |
| -4.36% | Oct 15, 2025 | 10 | Oct 29, 2025 | 9 | Nov 11, 2025 | 19 |
| -4.11% | Aug 27, 2014 | 14 | Sep 17, 2014 | 24 | Oct 21, 2014 | 38 |
| -3.81% | Jul 5, 2013 | 2 | Jul 9, 2013 | 5 | Jul 16, 2013 | 7 |
| -3.25% | Nov 12, 2025 | 6 | Nov 20, 2025 | 5 | Nov 28, 2025 | 11 |
| -3.23% | Feb 11, 2015 | 1 | Feb 12, 2015 | 4 | Feb 19, 2015 | 5 |
| -3.22% | Jun 27, 2025 | 1 | Jun 30, 2025 | 16 | Jul 23, 2025 | 17 |
| -2.80% | Jul 16, 2013 | 4 | Jul 22, 2013 | 2 | Jul 24, 2013 | 6 |