SWZ vs XBJA
Comparison between Swiss Helvetia Fund Inc (SWZ, ETF) and Innovator U.S. Equity Accelerated 9 Buffer ETF - January (XBJA, ETF).
SWZ vs XBJA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SWZ
$95M
XBJA
$95M
Expense Ratio
SWZ
N/A
XBJA
0.79%
Max Drawdown
SWZ
72.14%
Winner
XBJA
17.42%
Sharpe Ratio
SWZ
-1.06
Winner
XBJA
1.56
5Y Beta
Winner
SWZ
0.28
XBJA
0.54
5Y Dividends CAGR
SWZ
66.09%
XBJA
N/A
SWZ vs XBJA - Historical Returns
Returns include dividend reinvestment.
1M
SWZ
-3.30%
Winner
XBJA
+1.02%
3M
SWZ
-2.01%
Winner
XBJA
+4.55%
6M
SWZ
-3.93%
Winner
XBJA
+5.08%
1Y
SWZ
-7.13%
Winner
XBJA
+13.90%
5Y(CAGR)
SWZ
+3.57%
Winner
XBJA
+7.02%
10Y(CAGR)
SWZ
+7.23%
XBJA
N/A
Max(CAGR)
SWZ
+6.12%
Winner
XBJA
+7.02%
SWZ vs XBJA - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SWZ | XBJA |
|---|---|---|
| 2026 | -5.94% | +4.68% |
| 2025 | +22.64% | +11.20% |
| 2024 | -2.49% | +12.10% |
| 2023 | +15.03% | +17.41% |
| 2022 | -18.76% | -11.69% |
| 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 XBJA Drawdown Comparison
The maximum drawdown for SWZ was -57.73%, occurring on Mar 5, 2009. Recovery took 1677 trading sessions.
The maximum drawdown for XBJA was -17.42%, occurring on Oct 12, 2022. Recovery took 388 trading sessions.
The current SWZ drawdown is -8.72%. The current XBJA drawdown is -0.81%.
| Rank | SWZ | XBJA |
|---|---|---|
| #1 | -57.73% May 2, 2007 - Dec 27, 2013 | -17.42% Jan 3, 2022 - Jul 21, 2023 |
| #2 | -39.89% Jan 3, 2001 - Jan 8, 2004 | -12.57% Feb 20, 2025 - Jun 3, 2025 |
| #3 | -31.20% Feb 12, 2020 - Sep 15, 2020 | -5.33% Feb 25, 2026 - Apr 13, 2026 |
| #4 | -30.32% Jan 3, 2022 - Jul 22, 2024 | -3.40% Jul 16, 2024 - Aug 15, 2024 |
| #5 | -21.76% Sep 20, 2018 - Jan 8, 2020 | -3.21% Sep 14, 2023 - Nov 2, 2023 |
| #6 | -19.73% May 15, 2015 - Mar 15, 2017 | -2.11% Mar 28, 2024 - May 6, 2024 |
| #7 | -17.82% May 11, 2006 - Sep 5, 2006 | -1.49% Jan 27, 2026 - Feb 25, 2026 |
| #8 | -16.19% Jul 1, 2014 - May 8, 2015 | -1.38% Jan 6, 2025 - Jan 15, 2025 |
| #9 | -15.48% Sep 27, 2024 - Feb 13, 2025 | -1.29% Jan 12, 2026 - Jan 27, 2026 |
| #10 | -13.68% Dec 9, 1999 - Jun 21, 2000 | -1.20% Jul 31, 2023 - Aug 29, 2023 |
| #11 | -11.47% Feb 11, 2004 - Nov 4, 2004 | -1.13% Dec 29, 2023 - Jan 9, 2024 |
| #12 | -11.41% Jan 26, 2018 - Sep 17, 2018 | -1.11% Jul 29, 2025 - Aug 8, 2025 |
| #13 | -9.84% Jul 6, 2000 - Dec 27, 2000 | -1.01% Aug 30, 2024 - Sep 13, 2024 |
| #14 | -9.71% Feb 22, 2007 - Apr 16, 2007 | -0.92% Nov 11, 2025 - Nov 24, 2025 |
| #15 | -9.54% Sep 16, 2020 - Nov 19, 2020 | -0.82% Jan 23, 2025 - Feb 13, 2025 |
Correlation
Correlation between SWZ and XBJA is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
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