Skyward Specialty Insurance Group, Inc. (SKWD) Stock Total Returns

Growth of $10,000 chart

2023-01-13 to 2026-04-14
to
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Investment Performance

Final Value
$24,005
Total Return
140.05%
CAGR
30.93%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average+2.59%
Median+1.95%
Best+26.83%
Worst-17.91%
% of Windows Positive60.3%
1-Year (252 Trading Days)
Average+40.29%
Median+47.61%
Best+100.16%
Worst-21.69%
% of Windows Positive84.9%
3-Year (756 Trading Days)

Risk Metrics

Maximum Drawdown -36.52%
Average Drawdown -10.06%
Drawdown Duration 217 Trading Days (Unrecovered)
Sortino Ratio 1.45
Calmar Ratio 0.85
CVaR (5%) -4.65%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -10.29% (-31.71% ann.) $1029.15 $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

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 – April 14, 2026 +15.14% +9.40% +$1514.31 $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.

PL

CAGR 28.15% Total 242.73% Final $34,273
2021-04-26 — 2026-04-14
ALLY

CAGR 5.99% Total 103.47% Final $20,347
2014-01-28 — 2026-04-14
FULC

CAGR -7.64% Total -41.48% Final $5,852
2019-07-18 — 2026-04-14