Seasonality
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Jun is the seasonally strongest month over 5Y.
Jun averages +5.6% with a 57% win rate across 5 years of history.
Mar shows persistent seasonal weakness.
Mar averages -7.2% with only a 29% win rate across 5 years of history.
Q2 (Apr–May–Jun) is the seasonally strongest quarter.
The three months of Q2 combine for a +5.4% average return historically.
Q1 historically shows a slow seasonal start.
Q1 (Jan–Mar) averages -6.3% historically, with January alone posting a 50% win rate.
2026 YTD is tracking above the 5Y seasonal average.
At day 155 of the year, the current YTD return is +43.1% vs the historical average for the same point.
SWK - Average returns for the respective month in the last 5 years
SWK Distribution of Daily Returns from 2021 to 2026
Monthly Returns Heatmap
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.90% | 9.95% | -16.93% | 9.99% | 1.61% | 19.78% | 0.49% | 7.92% | ||||
| 2025 | 9.69% | -1.75% | -10.28% | -21.93% | 9.01% | 4.89% | -0.15% | 9.82% | 1.18% | -8.89% | 5.61% | 5.08% |
| 2024 | -4.89% | -4.30% | 10.67% | -6.67% | -4.63% | -7.49% | 32.21% | -3.09% | 8.46% | -15.61% | -2.87% | -10.24% |
| 2023 | 18.89% | -4.14% | -5.00% | 7.15% | -13.17% | 26.32% | 5.93% | -4.93% | -10.68% | 1.76% | 7.83% | 7.92% |
| 2022 | -7.41% | -6.84% | -13.66% | -14.05% | -1.22% | -11.04% | -7.18% | -9.48% | -13.85% | 4.36% | 5.16% | -8.08% |
| 2021 | -2.84% | 0.78% | 14.63% | 3.56% | 4.85% | -5.14% | -3.87% | -1.92% | -8.92% | 2.52% | -2.35% | 7.93% |
| 2020 | -9.81% | -30.07% | 10.20% | 13.84% | 11.72% | 10.00% | 5.65% | 0.56% | 2.47% | 11.31% | -3.12% | |
| Avg | 3.22% | -2.30% | -7.23% | -1.68% | 1.47% | 5.58% | 5.35% | -0.66% | -3.87% | -2.23% | 4.12% | -0.08% |
SWK - Average growth of $100 invested at start of year
5 years of data
SWK Distribution of Daily % Changes