SWP ETF

SWP ETF
$27.32
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Returns Overview

1 Month
-3.57%
3 Months
+3.97%
6 Months
+1.39%
YTD
-3.72%
1 Year
+7.13%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SWP have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Wilshire 5000 Index(^W5000)
This ETF (YTD)
-3.72%
Peer Avg (YTD)
+8.67%
vs Peers
-12.38%

SWP ETF Performance

SWP performance across multiple time periods: 1-month -3.57%, YTD -3.72%, 1-year 7.13%.

SWP returns trail the peer average of 8.67% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this ETF.

SWP vs another fund shows side-by-side returns. SWP alternatives are available in the ETF Screener.

Compare SWP

SWP vs SPYSWP vs QQQSWP vs VOOSWP vs VTISWP vs IVVSWP vs SCHDSWP vs VYMSWP vs VXUS

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-3.57%N/A
3 Months+3.97%N/A
6 Months+1.39%N/A
1 Year+7.13%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized