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Performance analysis of Swk (SWKHL)

Annual Return

Since Oct 4, 2023, SWKHL has had an average annual return of +10.08%, underperforming the benchmark SPY, which returned +25.51% annual.

2026202520242023
+2.71%+10.45%+9.71%+3.80%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+0.20%+1.49%+0.61%-0.71%+0.87%+0.23%+2.71%
2025+1.19%-1.61%+1.70%+1.91%+0.60%+1.91%-0.12%+1.21%+0.59%+0.52%+0.77%+1.35%+10.45%
2024+0.39%-0.36%+2.02%+0.36%+0.32%+0.96%+0.88%+1.90%+1.84%-0.35%+0.39%+0.98%+9.71%
2023+0.49%+0.44%+2.84%+3.80%

Drawdown analysis of Swk (SWKHL)

The maximum drawdown for the SWKHL was -2.49%, occurring on Feb 19, 2025. Recovery took 39 trading sessions.

DepthStartTo BottomBottomTo RecoverEndTotal
-2.49%Jan 24, 202517Feb 19, 202539Apr 15, 202556
-1.78%Mar 14, 20244Mar 20, 20243Mar 25, 20247
-1.46%Mar 25, 202423Apr 26, 202422May 29, 202445
-1.40%Sep 19, 20255Sep 26, 202512Oct 14, 202517
-1.37%Oct 28, 20245Nov 4, 202420Dec 3, 202425
-1.31%Nov 22, 20233Nov 28, 20237Dec 7, 202310
-1.20%Dec 14, 20238Dec 27, 20232Dec 29, 202310
-1.19%Jul 17, 20249Jul 30, 202417Aug 22, 202426
-1.12%Jul 15, 20254Jul 21, 202515Aug 11, 202519
-1.07%Feb 26, 20241Feb 27, 20245Mar 5, 20246
-1.05%Apr 1, 20267Apr 13, 202628May 21, 202635
-1.04%Oct 10, 20243Oct 15, 20246Oct 23, 20249
-0.97%Feb 27, 20261Mar 2, 202616Mar 24, 202617
-0.95%Dec 26, 20241Dec 27, 20249Jan 13, 202510
-0.83%Jan 31, 20247Feb 9, 20249Feb 23, 202416
-0.82%Oct 14, 20259Oct 27, 202512Nov 12, 202521
-0.81%Aug 19, 20257Aug 28, 202511Sep 15, 202518
-0.80%Jan 3, 20242Jan 5, 202417Jan 31, 202419
-0.76%Jun 18, 20247Jun 28, 20243Jul 3, 202410
-0.76%May 29, 20247Jun 7, 20241Jun 10, 20248
-0.75%Dec 8, 20231Dec 11, 20233Dec 14, 20234
-0.75%Mar 25, 20262Mar 27, 20262Mar 31, 20264
-0.67%Oct 25, 20235Nov 1, 20233Nov 6, 20238
-0.67%Sep 16, 20242Sep 18, 20247Sep 27, 20249
-0.67%Nov 17, 20232Nov 21, 20231Nov 22, 20233