SWZ ETF

$5.97

Returns Overview

1 Month
+1.09%
3 Months
+4.07%
6 Months
+7.23%
YTD
+7.38%
1 Year
+4.07%
3 Years (annualized)
+6.63%
5 Years (annualized)
+4.03%
10 Years (annualized)
+14.79%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex USA Net Total Return USD Index(NDUEACWZ)
This ETF (YTD)
+7.38%
Peer Avg (YTD)
+8.97%
vs Peers
-1.59%

SWZ ETF Performance

SWZ performance across multiple time periods: 1-month 1.09%, YTD 7.38%, 1-year 4.07%, 3-year 6.63%, 5-year 4.03%, 10-year 14.79%.

SWZ returns trail the peer average of 8.97% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.09%N/A
3 Months+4.07%N/A
6 Months+7.23%N/A
1 Year+4.07%N/A
3 Years+6.63%N/A
5 Years+4.03%N/A

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