SWZ ETF

SWZ ETF
$6.00
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Returns Overview

1 Month
-0.67%
3 Months
+0.41%
6 Months
+4.39%
YTD
+6.66%
1 Year
+5.14%
3 Years (annualized)
+5.14%
5 Years (annualized)
+3.31%
10 Years (annualized)
+13.60%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SWZ 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
MSCI ACWI ex USA Net Total Return USD Index(NDUEACWZ)
This ETF (YTD)
+6.66%
Peer Avg (YTD)
+6.23%
vs Peers
+0.42%

SWZ ETF Performance

SWZ performance across multiple time periods: 1-month -0.67%, YTD 6.66%, 1-year 5.14%, 3-year 5.14%, 5-year 3.31%, 10-year 13.60%.

SWZ returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.67%N/A
3 Months+0.41%N/A
6 Months+4.39%N/A
1 Year+5.14%N/A
3 Years+5.14%N/A
5 Years+3.31%N/A

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