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SWZ correlations (Total Return Securities Fund)

SWZ measured against 4756 US stocks and ETFs: closest co-movers on one side, the best offsets on the other, all from weekly returns.

Data as of 2026-08-27 · refreshed every trading day · US Listed

Volatility (ann.)
13.7%
3y weekly
Beta vs S&P 500
0.41
3y weekly
1-year return
-1.2%
price, adjusted
5-year return
+13.9%
price, adjusted
P/E ratio
4.3
trailing
Dividend yield
2.45%
trailing
Max drawdown
-15.5%
3y, daily closes
-5%0%+3%2025-09-052026-08-27
SWZ over the last 12 months, weekly closes indexed to 100 at the start.

Stocks and ETFs most correlated with SWZ

AssetCorrelation (3Y)
EFAiShares MSCI EAFE ETF0.61
IEFAiShares Core MSCI EAFE ETF0.61
VEAVanguard FTSE Developed Markets ETF0.60
EEAThe European Equity Fund, Inc.0.60
XLBMaterials Select Sector SPDR Fund0.60

Best diversifiers for SWZ

The least-correlated liquid assets in our universe, meaning the ones that historically moved most independently from SWZ.

AssetCorrelation (3Y)
VXXiPath Series B S&P 500 VIX Short-Term Futures ETN-0.34
VXZiPath Series B S&P 500 VIX Mid-Term Futures ETN-0.32
EHGOEshallgo Inc. - Class A-0.25

SWZ vs benchmarks

SWZ vs SPY 0.43 SWZ vs QQQ 0.34

Get SWZ data as JSON

Free API · no key required
$ curl https://www.pairbook.io/api/v1/symbols/swz.json

Correlations, diversifiers, beta and volatility for SWZ, plus one endpoint per pair. API documentation.