SAWAEX

Investment trust

$11.61 -$0.13 (-1.11%) NAV as of Oct 19, 2026

Prices on SharpeShare since Mar 16, 2026

Range since Mar 16, 2026

Low $9.28High $11.90

Has SAWAEX beaten the S&P 500?

Since Mar 16, 2026 (to Oct 19, 2026), SAWAEX returned +21.1%; the S&P 500 (SPY) returned +15.5%.

Key figures vs the S&P 500

Return 
SAWAEX
+21.1%
S&P 500
+15.5%

Not annualized (under a year)

Largest decline 
SAWAEX
5.7%
S&P 500
5.5%
Risk-adjusted return 
SAWAEX
2.24
S&P 500
1.81
Downside risk-adjusted return 
SAWAEX
3.57
S&P 500
2.90

Mar 16, 2026 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodSAWAEXS&P 500
1 month +2.5% +0.8%
3 months +6.1% +3.4%

Largest decline (max drawdown, since Mar 2026): 5.7%

How are your investments doing?

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