SWK Holdings Corporation (SWKH) Stock Total Returns
Growth of $10,000 chart
2021-04-13 to 2026-04-13 to
$
%
%
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Investment Performance
Final Value
$14,346
Total Return
43.46%
CAGR
7.49%
Dividends
$2,967.41
Yield on Cost
29.67%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.89% |
| Median | +0.22% |
| Best | +33.43% |
| Worst | -11.43% |
| % of Windows Positive | 51.3% |
1-Year (252 Trading Days)
| Average | +9.12% |
| Median | +0.83% |
| Best | +71.22% |
| Worst | -18.39% |
| % of Windows Positive | 53.1% |
3-Year (756 Trading Days)
| Average | +11.96% |
| Median | +8.67% |
| Best | +52.24% |
| Worst | -19.99% |
| % of Windows Positive | 59.9% |
Risk Metrics
| Maximum Drawdown | -23.96% |
| Average Drawdown | -9.60% |
| Drawdown Duration | 831 Trading Days |
| Sortino Ratio | 0.66 |
| Calmar Ratio | 0.31 |
| CVaR (5%) | -3.31% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -7.56% (-24.34% ann.) | $756.43 | $0.00 | $0.00 | $0.00 |
| 2025 | +66.45% | +$6644.98 | $3182.51 | $637.11 | $4.54 |
| 2024 | -9.53% | $952.90 | $0.00 | $0.00 | $0.00 |
| 2023 | -0.63% | $62.59 | $0.00 | $0.00 | $0.00 |
| 2022 | -10.14% | $1013.57 | $0.00 | $0.00 | $0.00 |
| 2021 | +36.41% | +$3640.76 | $0.00 | $0.00 | $0.00 |
| 2020 | +19.92% | +$1992.00 | $0.00 | $0.00 | $0.00 |
| 2019 | +26.33% | +$2632.64 | $0.00 | $0.00 | $0.00 |
| 2018 | -12.86% | $1285.78 | $0.00 | $0.00 | $0.00 |
| 2017 | +4.82% | +$482.34 | $0.00 | $0.00 | $0.00 |
| 2016 | -6.31% | $631.35 | $0.00 | $0.00 | $0.00 |
| 2015 | -15.91% | $1590.91 | $0.00 | $0.00 | $0.00 |
| 2014 | +16.82% | +$1682.24 | $0.00 | $0.00 | $0.00 |
| 2013 | +39.50% | +$3949.63 | $0.00 | $0.00 | $0.00 |
| 2012 | -1.23% | $122.91 | $0.00 | $0.00 | $0.00 |
| 2011 | -8.88% | $888.00 | $0.00 | $0.00 | $0.00 |
| 2010 | +2.26% | +$226.34 | $0.00 | $0.00 | $0.00 |
| 2009 | +25.71% | +$2571.13 | $0.00 | $0.00 | $0.00 |
| 2008 | -70.83% | $7083.00 | $0.00 | $0.00 | $0.00 |
| 2007 | -23.81% | $2380.95 | $0.00 | $0.00 | $0.00 |
| 2006 | +135.09% | +$13508.87 | $0.00 | $0.00 | $0.00 |
| 2005 | -29.10% | $2910.48 | $0.00 | $0.00 | $0.00 |
| 2004 | -43.92% | $4391.82 | $0.00 | $0.00 | $0.00 |
| 2003 | +71.08% | +$7107.70 | $0.00 | $0.00 | $0.00 |
| 2002 | -89.88% | $8987.70 | $0.00 | $0.00 | $0.00 |
| 2001 | -83.08% | $8307.83 | $0.00 | $0.00 | $0.00 |
| 2000 | -88.78% | $8878.05 | $0.00 | $0.00 | $0.00 |
| 1999 partial | +327.08% (+21093.82% ann.) | +$32708.33 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania partial | September 23, 1999 – March 10, 2000 | +607.55% | +6763.32% | +$60755.21 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -99.96% | -95.02% | $9995.57 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +311.72% | +32.74% | +$31172.07 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -79.37% | -67.28% | $7936.76 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +54.54% | +13.76% | +$5453.75 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +64.09% | +6.76% | +$6408.81 | $0.00 | $0.00 | $0.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -29.94% | -98.28% | $2993.78 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +25.45% | +44.03% | +$2544.93 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +24.94% | +23.52% | +$2494.11 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -0.38% | -0.40% | $37.66 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -11.98% | -6.65% | $1198.12 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 13, 2026 | +43.97% | +26.20% | +$4396.77 | $2977.91 | $596.15 | $4.25 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2025-04-24 | $4.0000 | 26.26% |
| Total | 1 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-13 to 2026-04-13. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2025-04-24 | $2967.41 | $594.05 | $4.23 | 160.3214 |
| Total | $2967.41 | $594.05 | $4.23 | 160.3214 |
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.