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SKWD vs SPY

Comparison between Skyward Specialty Insurance Group Inc (SKWD, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

SKWD vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
SKWD
$2.04B
Winner
SPY
$735B
Expense Ratio
SKWD
N/A
SPY
0.09%
Max Drawdown
Winner
SKWD
36.52%
SPY
56.47%
Sharpe Ratio
SKWD
-0.88
Winner
SPY
1.62
5Y Beta
Winner
SKWD
0.59
SPY
1.00
Industry
SKWD
Insurance - Property & Casualty
SPY
N/A
P/E Ratio
Winner
SKWD
10.71
SPY
28.99
Forward P/E
Winner
SKWD
8.69
SPY
22.37
PEG Ratio
SKWD
0.28
SPY
N/A
5Y Dividends CAGR
SKWD
N/A
SPY
5.43%
5Y EPS CAGR
SKWD
N/A
SPY
26.05%
Debt to Equity
Winner
SKWD
0.00%
SPY
32.40%
Free Cash Flow Yield
SKWD
20.72%
SPY
N/A
P/S Ratio
Winner
SKWD
1.14
SPY
3.74
P/B Ratio
Winner
SKWD
1.48
SPY
5.61

SKWD vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SKWD
+4.62%
SPY
+1.90%
3M
SKWD
-6.52%
Winner
SPY
+8.55%
6M
SKWD
-1.37%
Winner
SPY
+8.18%
1Y
SKWD
-26.99%
Winner
SPY
+25.79%
5Y(CAGR)
SKWD
N/A
SPY
+13.32%
10Y(CAGR)
SKWD
N/A
SPY
+15.19%
Max(CAGR)
Winner
SKWD
+29.54%
SPY
+8.47%

SKWD vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSKWDSPY
2026-5.47%+8.26%
2025+4.20%+18.00%
2024+49.93%+25.59%
2023+77.38%+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

SKWD vs SPY Drawdown Comparison

The maximum drawdown for SKWD was -36.52%, occurring on Mar 20, 2026. This drawdown has not yet recovered.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SKWD drawdown is -29.29%. The current SPY drawdown is -2.90%.

RankSKWDSPY
#1-36.52%
Jun 2, 2025 - Mar 20, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-23.36%
Dec 4, 2024 - May 2, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-15.39%
Jul 18, 2024 - Aug 28, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-13.80%
Feb 13, 2023 - Mar 28, 2023		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-13.27%
Dec 18, 2023 - Feb 20, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-12.52%
Apr 5, 2024 - Jul 16, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-10.24%
Jun 22, 2023 - Sep 18, 2023		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-9.77%
Oct 24, 2024 - Nov 8, 2024		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-7.89%
Sep 9, 2024 - Oct 4, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-7.77%
Mar 31, 2023 - May 8, 2023		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-6.94%
May 12, 2023 - Jun 13, 2023		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-6.85%
Oct 9, 2023 - Nov 7, 2023		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.75%
Nov 14, 2023 - Nov 28, 2023		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-5.65%
Jan 17, 2023 - Feb 7, 2023		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.94%
May 16, 2025 - Jun 2, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SKWD and SPY is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79
-101

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