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