SWP ETF

SWP ETF
$28.99
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Returns Overview

1 Month
+1.65%
3 Months
+1.15%
6 Months
+3.79%
YTD
+6.92%
1 Year
+14.98%

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)
+6.92%
Peer Avg (YTD)
+6.23%
vs Peers
+0.69%

SWP ETF Performance

SWP performance across multiple time periods: 1-month 1.65%, YTD 6.92%, 1-year 14.98%.

SWP returns outperform the peer average of 6.23% 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+1.65%N/A
3 Months+1.15%N/A
6 Months+3.79%N/A
1 Year+14.98%N/A

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