NMAR vs SWZ
Comparison between Innovator Growth100 Power Buffer ETF March (NMAR, ETF) and Swiss Helvetia Fund Inc (SWZ, ETF).
NMAR vs SWZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
NMAR
$97M
SWZ
$96M
Expense Ratio
NMAR
0.79%
SWZ
N/A
Max Drawdown
Winner
NMAR
9.99%
SWZ
72.14%
Sharpe Ratio
Winner
NMAR
1.61
SWZ
-0.85
5Y Beta
NMAR
0.58
Winner
SWZ
0.29
5Y Dividends CAGR
NMAR
N/A
SWZ
66.09%
NMAR vs SWZ - Historical Returns
Returns include dividend reinvestment.
1M
NMAR
-0.03%
Winner
SWZ
+0.00%
3M
Winner
NMAR
+3.75%
SWZ
-2.96%
6M
Winner
NMAR
+8.30%
SWZ
-1.83%
1Y
Winner
NMAR
+15.05%
SWZ
-5.14%
5Y(CAGR)
NMAR
N/A
SWZ
+3.18%
10Y(CAGR)
NMAR
N/A
SWZ
+7.17%
Max(CAGR)
Winner
NMAR
+16.58%
SWZ
+6.12%
NMAR vs SWZ - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | NMAR | SWZ |
|---|---|---|
| 2026 | +8.87% | -5.14% |
| 2025 | +13.63% | +22.64% |
| 2024 | N/A | -2.49% |
| 2023 | N/A | +15.03% |
| 2022 | N/A | -18.76% |
| 2021 | N/A | +15.92% |
| 2020 | N/A | +13.78% |
| 2019 | N/A | +24.36% |
| 2018 | N/A | -13.32% |
| 2017 | N/A | +26.16% |
| 2016 | N/A | +2.44% |
| 2015 | N/A | +0.94% |
| 2014 | N/A | -1.60% |
| 2013 | N/A | +33.00% |
| 2012 | N/A | +10.99% |
| 2011 | N/A | -17.58% |
| 2010 | N/A | +16.44% |
| 2009 | N/A | -0.48% |
| 2008 | N/A | -22.89% |
| 2007 | N/A | -4.95% |
| 2006 | N/A | +35.76% |
| 2005 | N/A | +15.17% |
| 2004 | N/A | +22.11% |
| 2003 | N/A | +40.59% |
| 2002 | N/A | -7.16% |
| 2001 | N/A | -22.10% |
| 2000 | N/A | +16.52% |
| 1999 | N/A | -3.09% |
NMAR vs SWZ Drawdown Comparison
The maximum drawdown for NMAR was -9.99%, occurring on Apr 8, 2025. Recovery took 47 trading sessions.
The maximum drawdown for SWZ was -57.73%, occurring on Mar 5, 2009. Recovery took 1677 trading sessions.
The current NMAR drawdown is -0.52%. The current SWZ drawdown is -7.94%.
| Rank | NMAR | SWZ |
|---|---|---|
| #1 | -9.99% Mar 5, 2025 - May 12, 2025 | -57.73% May 2, 2007 - Dec 27, 2013 |
| #2 | -4.37% Mar 4, 2026 - Apr 8, 2026 | -39.89% Jan 3, 2001 - Jan 8, 2004 |
| #3 | -2.00% Jun 1, 2026 - Jun 10, 2026 | -31.20% Feb 12, 2020 - Sep 15, 2020 |
| #4 | -1.94% Oct 28, 2025 - Nov 28, 2025 | -30.32% Jan 3, 2022 - Jul 22, 2024 |
| #5 | -1.20% Jan 27, 2026 - Feb 18, 2026 | -21.76% Sep 20, 2018 - Jan 8, 2020 |
| #6 | -1.10% Oct 9, 2025 - Oct 20, 2025 | -19.73% May 15, 2015 - Mar 15, 2017 |
| #7 | -1.02% May 19, 2025 - May 27, 2025 | -17.82% May 11, 2006 - Sep 5, 2006 |
| #8 | -1.01% Aug 13, 2025 - Aug 28, 2025 | -16.19% Jul 1, 2014 - May 8, 2015 |
| #9 | -0.92% Jul 28, 2025 - Aug 6, 2025 | -15.48% Sep 27, 2024 - Feb 13, 2025 |
| #10 | -0.76% Dec 10, 2025 - Dec 19, 2025 | -13.68% Dec 9, 1999 - Jun 21, 2000 |
| #11 | -0.72% Aug 28, 2025 - Sep 8, 2025 | -11.47% Feb 11, 2004 - Nov 4, 2004 |
| #12 | -0.67% Jun 10, 2025 - Jun 16, 2025 | -11.41% Jan 26, 2018 - Sep 17, 2018 |
| #13 | -0.65% Jan 16, 2026 - Jan 22, 2026 | -9.84% Jul 6, 2000 - Dec 27, 2000 |
| #14 | -0.60% Jun 16, 2025 - Jun 23, 2025 | -9.71% Feb 22, 2007 - Apr 16, 2007 |
| #15 | -0.55% Mar 2, 2026 - Mar 4, 2026 | -9.54% Sep 16, 2020 - Nov 19, 2020 |
Correlation
Correlation between NMAR and SWZ is -0.71 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.71
-101
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