(SWKH) SWK Holdings - Performance 2.6% in 12m
Compare SWKH with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
19.27%
#4 in Group
Rel. Strength
45.80%
#4326 in Universe
Total Return 12m
2.61%
#3 in Group
Total Return 5y
50.79%
#5 in Group
P/E 17.5
60th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 8.71%
100th Percentile in Group
12m Total Return: SWKH (2.6%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers in Specialized Finance
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| BLX NYSE Foreign Trade Bank of Latin |
4.64% | 41.4% | 374% | 6.9 | - | 1.58 | 74.4% | 42% |
Performance Comparison: SWKH vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for SWKH
| Total Return (including Dividends) | SWKH | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 2.32% | -2.11% | -0.87% |
| 3 Months | 9.50% | -4.92% | -7.58% |
| 12 Months | 2.61% | 22.69% | 11.88% |
| 5 Years | 50.79% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | SWKH | XLF | S&P 500 |
| 1 Month | 73.2% | 27.8% | 23% |
| 3 Months | 64.6% | -81% | -88.5% |
| 12 Months | -25.7% | 83.7% | 55.1% |
| 5 Years | 19.6% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #4 | 4.52% | 3.21% |
| 3 Month | #2 | 15.2% | 18.5% |
| 12 Month | #3 | -16.4% | -8.28% |
| 5 Years | #6 | -38.4% | -28.3% |
FAQs
Does SWKH SWK Holdings outperforms the market?
No,
over the last 12 months SWKH made 2.61%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months SWKH made 9.50%, while XLF made -4.92%.
Over the last 3 months SWKH made 9.50%, while XLF made -4.92%.
Performance Comparison SWKH vs Indeces and Sectors
SWKH vs. Indices SWKH is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -11.0% | 3.19% | 10.3% | -9.27% |
| US NASDAQ 100 | QQQ | -12.0% | 0.92% | 9.86% | -10.1% |
| US Dow Jones Industrial 30 | DIA | -10.1% | 5.50% | 10.4% | -6.59% |
| German DAX 40 | DAX | -9.76% | 1.00% | -9.23% | -22.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -7.03% | 5.14% | 13.3% | -3.35% |
| Hongkong Hang Seng | HSI | -10.0% | 2.26% | 8.37% | -11.3% |
| India NIFTY 50 | INDA | -8.15% | -1.74% | 10.0% | -0.46% |
| Brasil Bovespa | EWZ | -10.2% | -2.28% | 6.59% | 8.43% |
SWKH vs. Sectors SWKH is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -11.2% | 3.37% | 4.16% | -21.4% |
| Consumer Discretionary | XLY | -11.1% | 2.42% | 7.78% | -10.7% |
| Consumer Staples | XLP | -7.49% | 2.12% | 4.98% | -8.59% |
| Energy | XLE | -6.51% | 16.2% | 16.1% | 13.7% |
| Financial | XLF | -9.60% | 4.43% | 2.69% | -20.1% |
| Health Care | XLV | -10.9% | 6.11% | 12.0% | 0.89% |
| Industrial | XLI | -11.4% | 2.21% | 9.58% | -6.98% |
| Materials | XLB | -10.4% | 4.75% | 17.7% | 6.13% |
| Real Estate | XLRE | -9.47% | 3.63% | 11.2% | -15.5% |
| Technology | XLK | -13.4% | 0.63% | 13.6% | -5.12% |
| Utilities | XLU | -8.15% | 2.26% | 8.17% | -19.2% |
| Aerospace & Defense | XAR | -11.9% | -4.07% | -3.24% | -24.0% |
| Biotech | XBI | -12.3% | 0.04% | 22.9% | 4.44% |
| Homebuilder | XHB | -10.3% | 4.59% | 25.1% | 9.64% |
| Retail | XRT | -9.42% | 2.88% | 15.9% | 5.35% |