Skyward Specialty Insurance Group, Inc. (SKWD) Stock Total Returns
Growth of $10,000 chart
2023-01-13 to 2026-06-03 to
$
%
%
Loading chart…
Investment Performance
Final Value
$22,372
Total Return
123.72%
CAGR
26.84%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | +2.58% |
| Median | +1.94% |
| Best | +26.83% |
| Worst | -17.91% |
| % of Windows Positive | 60.5% |
1-Year (252 Trading Days)
| Average | +36.68% |
| Median | +46.22% |
| Best | +100.16% |
| Worst | -34.26% |
| % of Windows Positive | 79.9% |
3-Year (756 Trading Days)
Risk Metrics
| Maximum Drawdown | -36.52% |
| Average Drawdown | -10.88% |
| Drawdown Duration | 252 Trading Days (Unrecovered) |
| Sortino Ratio | 1.30 |
| Calmar Ratio | 0.73 |
| CVaR (5%) | -4.61% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -16.40% (-34.61% ann.) | $1639.60 | $0.00 | $0.00 | $0.00 |
| 2025 | +1.13% | +$112.78 | $0.00 | $0.00 | $0.00 |
| 2024 | +49.17% | +$4917.35 | $0.00 | $0.00 | $0.00 |
| 2023 partial | +77.38% (+81.87% ann.) | +$7738.22 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Disinflation rebound / AI-led narrow bull / higher-for-longer partial | January 13, 2023 – September 17, 2024 | +107.59% | +54.53% | +$10759.16 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +7.31% | +4.22% | +$730.79 | $0.00 | $0.00 | $0.00 |
Dividend History
| Date | Per Share | Yield % |
|---|---|---|
| Total | 0 payments |
No dividends recorded.
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.