NASDAQ:SWBI | Roast Me | SMITH & WESSON BRANDS, INC.

37/120 All 120 Win/Lose results shown below

Every strict quarterly win earns 1 point. A loss, tie, or unavailable scoring value earns 0. Gray context columns never affect the score. CEO quarterly pay is the explicitly marked annual ÷ 4 estimate.

Trailing 1 year (4 quarters): 2 wins, 10 lossesLast fetched: 4 Sept 2026

Complete point ledger

Each cell identifies the missing side explicitly. Unavailable evidence scores 0 only in Win/Lose columns; gray columns award no points.

QuarterTotal returnRevenue growthEPS growthNet marginNon-scoringTrailing P/ENon-scoringPrice/bookNon-scoringCEO quarterly payNon-scoringImplied DilutionNon-scoringImplied BuybackNon-scoring
2026-Q20/3 LoseSWBI / S&P
4.95% / 15.20%
LoseSWBI / S&P
10.36% / 15.00%
LoseSWBI / S&P
33.33% / 50.40%
Non-scoringSWBI / S&P
3.53% / 15.70%
Non-scoringSWBI / S&P
37.51 / 28.47
Non-scoringSWBI / S&P
1.84 / S&P unavailable
Non-scoringSWBI / S&P
SWBI unavailable / S&P unavailable
Non-scoringSWBI / S&P
SWBI unavailable / $0.00b
Non-scoringSWBI / S&P
SWBI unavailable / $0.36b
2026-Q11/3 WinSWBI / S&P
46.55% / -4.33%
LoseSWBI / S&P
-1.38% / 11.30%
LoseSWBI / S&P
-67.61% / 27.70%
Non-scoringSWBI / S&P
2.24% / 14.80%
Non-scoringSWBI / S&P
44.61 / 25.43
Non-scoringSWBI / S&P
1.34 / S&P unavailable
Non-scoringSWBI / S&P
SWBI unavailable / S&P unavailable
Non-scoringSWBI / S&P
SWBI unavailable / $0.27b
Non-scoringSWBI / S&P
SWBI unavailable / $0.00b
2025-Q40/3 LoseSWBI / S&P
1.66% / 2.65%
LoseSWBI / S&P
-9.38% / 9.00%
LoseSWBI / S&P
-75.90% / 13.40%
Non-scoringSWBI / S&P
1.98% / 13.20%
Non-scoringSWBI / S&P
46.17 / 28.48
Non-scoringSWBI / S&P
1.17 / 5.39
Non-scoringSWBI / S&P
SWBI unavailable / $4.42m
Non-scoringSWBI / S&P
SWBI unavailable / $0.00b
Non-scoringSWBI / S&P
SWBI unavailable / $0.20b
2025-Q31/3 WinSWBI / S&P
16.54% / 8.12%
LoseSWBI / S&P
-7.55% / 4.61%
LoseSWBI / S&P
-66.67% / 13.45%
Non-scoringSWBI / S&P
2.52% / 11.78%
Non-scoringSWBI / S&P
29.68 / 28.13
Non-scoringSWBI / S&P
0.97 / 5.27
Non-scoringSWBI / S&P
SWBI unavailable / $4.42m
Non-scoringSWBI / S&P
SWBI unavailable / $0.11b
Non-scoringSWBI / S&P
SWBI unavailable / $0.00b
2025-Q20/3 LoseSWBI / S&P
-6.87% / 10.94%
LoseSWBI / S&P
-11.42% / 4.83%
LoseSWBI / S&P
-66.29% / 10.63%
Non-scoringSWBI / S&P
2.83% / 11.45%
Non-scoringSWBI / S&P
31.31 / 27.10
Non-scoringSWBI / S&P
1.13 / 5.01
Non-scoringSWBI / S&P
SWBI unavailable / $4.42m
Non-scoringSWBI / S&P
SWBI unavailable / $0.00b
Non-scoringSWBI / S&P
SWBI unavailable / $0.23b
2025-Q11/3 LoseSWBI / S&P
-6.58% / -4.27%
LoseSWBI / S&P
-5.45% / 4.98%
WinSWBI / S&P
24.56% / 10.57%
Non-scoringSWBI / S&P
6.62% / 11.39%
Non-scoringSWBI / S&P
14.13 / 26.23
Non-scoringSWBI / S&P
1.26 / 4.69
Non-scoringSWBI / S&P
SWBI unavailable / $4.42m
Non-scoringSWBI / S&P
SWBI unavailable / $0.00b
Non-scoringSWBI / S&P
SWBI unavailable / $0.10b
2024-Q41/3 LoseSWBI / S&P
-21.15% / 2.41%
LoseSWBI / S&P
0.32% / 5.25%
WinSWBI / S&P
29.69% / 6.15%
Non-scoringSWBI / S&P
7.47% / 11.29%
Non-scoringSWBI / S&P
14.91 / 28.60
Non-scoringSWBI / S&P
1.54 / 4.99
Non-scoringSWBI / S&P
SWBI unavailable / $4.28m
Non-scoringSWBI / S&P
SWBI unavailable / $0.00b
Non-scoringSWBI / S&P
SWBI unavailable / $0.08b
2024-Q30/3 LoseSWBI / S&P
-7.74% / 5.89%
LoseSWBI / S&P
0.16% / 5.89%
LoseSWBI / S&P
-2.50% / 6.11%
Non-scoringSWBI / S&P
7.14% / 10.87%
Non-scoringSWBI / S&P
20.40 / 28.09
Non-scoringSWBI / S&P
1.95 / 4.94
Non-scoringSWBI / S&P
SWBI unavailable / $4.28m
Non-scoringSWBI / S&P
SWBI unavailable / $0.00b
Non-scoringSWBI / S&P
SWBI unavailable / $0.21b
2024-Q22/3 LoseSWBI / S&P
-17.40% / 4.28%
WinSWBI / S&P
11.81% / 5.38%
WinSWBI / S&P
11.25% / 5.12%
Non-scoringSWBI / S&P
7.72% / 10.85%
Non-scoringSWBI / S&P
18.69 / 27.64
Non-scoringSWBI / S&P
1.93 / 4.79
Non-scoringSWBI / S&P
SWBI unavailable / $4.28m
Non-scoringSWBI / S&P
SWBI unavailable / $0.00b
Non-scoringSWBI / S&P
SWBI unavailable / $0.36b
2024-Q11/3 WinSWBI / S&P
28.88% / 10.56%
LoseSWBI / S&P
1.10% / 5.71%
LoseSWBI / S&P
-56.82% / 5.59%
Non-scoringSWBI / S&P
5.05% / 10.81%
Non-scoringSWBI / S&P
22.60 / 27.02
Non-scoringSWBI / S&P
1.58 / 4.71
Non-scoringSWBI / S&P
SWBI unavailable / $4.28m
Non-scoringSWBI / S&P
SWBI unavailable / $0.00b
Non-scoringSWBI / S&P
SWBI unavailable / $0.12b
2023-Q40/3 LoseSWBI / S&P
5.98% / 11.69%
LoseSWBI / S&P
-9.12% / 6.81%
LoseSWBI / S&P
-63.01% / 7.78%
Non-scoringSWBI / S&P
5.76% / 11.19%
Non-scoringSWBI / S&P
22.76 / 24.35
Non-scoringSWBI / S&P
1.80 / 4.31
Non-scoringSWBI / S&P
SWBI unavailable / $4.08m
Non-scoringSWBI / S&P
SWBI unavailable / $0.00b
Non-scoringSWBI / S&P
SWBI unavailable / $0.01b
2023-Q31/3 WinSWBI / S&P
0.93% / -3.27%
LoseSWBI / S&P
-24.46% / 7.52%
LoseSWBI / S&P
-68.87% / -5.03%
Non-scoringSWBI / S&P
7.21% / 10.84%
Non-scoringSWBI / S&P
16.01 / 23.93
Non-scoringSWBI / S&P
1.53 / 3.98
Non-scoringSWBI / S&P
SWBI unavailable / $4.08m
Non-scoringSWBI / S&P
SWBI unavailable / $0.00b
Non-scoringSWBI / S&P
SWBI unavailable / $0.24b
2023-Q20/3 LoseSWBI / S&P
5.93% / 8.74%
LoseSWBI / S&P
-44.54% / 9.50%
LoseSWBI / S&P
-80.34% / -8.57%
Non-scoringSWBI / S&P
7.69% / 10.88%
Non-scoringSWBI / S&P
14.99 / 24.01
Non-scoringSWBI / S&P
1.44 / 4.19
Non-scoringSWBI / S&P
SWBI unavailable / $4.08m
Non-scoringSWBI / S&P
SWBI unavailable / $0.00b
Non-scoringSWBI / S&P
SWBI unavailable / $0.17b
2023-Q11/3 WinSWBI / S&P
43.13% / 7.50%
LoseSWBI / S&P
-48.72% / 10.77%
LoseSWBI / S&P
-73.17% / -15.69%
Non-scoringSWBI / S&P
11.67% / 10.82%
Non-scoringSWBI / S&P
8.45 / 22.66
Non-scoringSWBI / S&P
1.36 / 3.93
Non-scoringSWBI / S&P
SWBI unavailable / $4.08m
Non-scoringSWBI / S&P
SWBI unavailable / $0.00b
Non-scoringSWBI / S&P
SWBI unavailable / $0.13b
2022-Q40/3 LoseSWBI / S&P
-15.31% / 7.56%
LoseSWBI / S&P
-48.01% / 11.88%
LoseSWBI / S&P
-67.90% / -17.99%
Non-scoringSWBI / S&P
14.11% / 11.09%
Non-scoringSWBI / S&P
6.51 / 22.65
Non-scoringSWBI / S&P
1.41 / 3.75
Non-scoringSWBI / S&P
SWBI unavailable / $3.70m
Non-scoringSWBI / S&P
SWBI unavailable / $0.00b
Non-scoringSWBI / S&P
SWBI unavailable / $0.15b
2022-Q30/3 LoseSWBI / S&P
-19.70% / -4.88%
LoseSWBI / S&P
-38.95% / 13.47%
LoseSWBI / S&P
-51.14% / -1.41%
Non-scoringSWBI / S&P
17.94% / 12.28%
Non-scoringSWBI / S&P
5.51 / 20.58
Non-scoringSWBI / S&P
1.85 / 3.60
Non-scoringSWBI / S&P
SWBI unavailable / $3.70m
Non-scoringSWBI / S&P
SWBI unavailable / $0.00b
Non-scoringSWBI / S&P
SWBI unavailable / $0.17b
2022-Q21/3 WinSWBI / S&P
-13.22% / -16.10%
LoseSWBI / S&P
-18.42% / 13.71%
LoseSWBI / S&P
-10.55% / 11.04%
Non-scoringSWBI / S&P
22.51% / 13.03%
Non-scoringSWBI / S&P
3.22 / 20.28
Non-scoringSWBI / S&P
1.74 / 3.78
Non-scoringSWBI / S&P
SWBI unavailable / $3.70m
Non-scoringSWBI / S&P
SWBI unavailable / $0.00b
Non-scoringSWBI / S&P
SWBI unavailable / $0.17b
2022-Q11/3 LoseSWBI / S&P
-14.56% / -4.60%
LoseSWBI / S&P
8.23% / 15.97%
WinSWBI / S&P
187.72% / 42.23%
Non-scoringSWBI / S&P
24.60% / 14.22%
Non-scoringSWBI / S&P
5.15 / 22.19
Non-scoringSWBI / S&P
3.90 / 4.51
Non-scoringSWBI / S&P
SWBI unavailable / $3.70m
Non-scoringSWBI / S&P
SWBI unavailable / $0.00b
Non-scoringSWBI / S&P
SWBI unavailable / $0.20b
2021-Q42/3 LoseSWBI / S&P
-13.87% / 11.03%
WinSWBI / S&P
35.87% / 15.00%
WinSWBI / S&P
681.16% / 96.40%
Non-scoringSWBI / S&P
25.72% / 15.13%
Non-scoringSWBI / S&P
3.72 / 23.63
Non-scoringSWBI / S&P
2.98 / 4.73
Non-scoringSWBI / S&P
SWBI unavailable / $3.63m
Non-scoringSWBI / S&P
SWBI unavailable / $0.00b
Non-scoringSWBI / S&P
SWBI unavailable / $0.13b
2021-Q31/3 LoseSWBI / S&P
-39.95% / 0.58%
WinSWBI / S&P
66.24% / 10.77%
LoseSWBI / S&P
-2604.76% / 69.42%
Non-scoringSWBI / S&P
25.41% / 14.13%
Non-scoringSWBI / S&P
4.02 / 25.35
Non-scoringSWBI / S&P
3.75 / 4.38
Non-scoringSWBI / S&P
SWBI unavailable / $3.63m
Non-scoringSWBI / S&P
SWBI unavailable / $0.00b
Non-scoringSWBI / S&P
SWBI unavailable / $0.19b
2021-Q22/3 WinSWBI / S&P
99.36% / 8.55%
WinSWBI / S&P
89.87% / 6.58%
LoseSWBI / S&P
-509.91% / 51.81%
Non-scoringSWBI / S&P
23.80% / 13.34%
Non-scoringSWBI / S&P
3.45 / 26.70
Non-scoringSWBI / S&P
3.26 / 4.43
Non-scoringSWBI / S&P
SWBI unavailable / $3.63m
Non-scoringSWBI / S&P
SWBI unavailable / $0.00b
Non-scoringSWBI / S&P
SWBI unavailable / $0.11b
2021-Q12/3 LoseSWBI / S&P
-1.43% / 6.17%
WinSWBI / S&P
142.26% / -1.06%
WinSWBI / S&P
584.00% / 7.39%
Non-scoringSWBI / S&P
10.42% / 11.60%
Non-scoringSWBI / S&P
9.10 / 30.50
Non-scoringSWBI / S&P
3.71 / 4.23
Non-scoringSWBI / S&P
SWBI unavailable / $3.63m
Non-scoringSWBI / S&P
SWBI unavailable / $0.00b
Non-scoringSWBI / S&P
SWBI unavailable / $0.10b
2020-Q43/3 WinSWBI / S&P
14.70% / 12.15%
WinSWBI / S&P
91.08% / -3.72%
WinSWBI / S&P
1280.00% / -33.42%
Non-scoringSWBI / S&P
5.03% / 8.86%
Non-scoringSWBI / S&P
23.09 / 39.26
Non-scoringSWBI / S&P
4.09 / 4.05
Non-scoringSWBI / S&P
SWBI unavailable / $3.17m
Non-scoringSWBI / S&P
SWBI unavailable / $0.00b
Non-scoringSWBI / S&P
SWBI unavailable / $0.01b
2020-Q31/3 LoseSWBI / S&P
-5.89% / 8.93%
WinSWBI / S&P
42.45% / -2.04%
LoseSWBI / S&P
-240.00% / -27.10%
Non-scoringSWBI / S&P
-1.62% / 9.24%
Non-scoringSWBI / S&P
SWBI unavailable / 34.27
Non-scoringSWBI / S&P
2.34 / 3.65
Non-scoringSWBI / S&P
SWBI unavailable / $3.17m
Non-scoringSWBI / S&P
SWBI unavailable / $0.02b
Non-scoringSWBI / S&P
SWBI unavailable / $0.00b
2020-Q22/3 WinSWBI / S&P
159.28% / 20.54%
WinSWBI / S&P
15.89% / -0.46%
LoseSWBI / S&P
-436.36% / -27.11%
Non-scoringSWBI / S&P
-10.98% / 9.37%
Non-scoringSWBI / S&P
SWBI unavailable / 31.29
Non-scoringSWBI / S&P
1.04 / 3.44
Non-scoringSWBI / S&P
SWBI unavailable / $3.17m
Non-scoringSWBI / S&P
SWBI unavailable / $0.00b
Non-scoringSWBI / S&P
SWBI unavailable / $0.03b
2020-Q11/3 WinSWBI / S&P
-10.56% / -19.60%
LoseSWBI / S&P
-39.55% / 3.47%
LoseSWBI / S&P
-16.67% / -14.75%
Non-scoringSWBI / S&P
3.84% / 10.68%
Non-scoringSWBI / S&P
27.05 / 22.80
Non-scoringSWBI / S&P
0.89 / 2.92
Non-scoringSWBI / S&P
SWBI unavailable / $3.17m
Non-scoringSWBI / S&P
SWBI unavailable / $0.00b
Non-scoringSWBI / S&P
SWBI unavailable / $0.05b
2019-Q41/3 WinSWBI / S&P
58.63% / 9.07%
LoseSWBI / S&P
-33.62% / 5.36%
LoseSWBI / S&P
-91.80% / 2.99%
Non-scoringSWBI / S&P
0.79% / 12.81%
Non-scoringSWBI / S&P
91.24 / 22.78
Non-scoringSWBI / S&P
0.67 / 3.53
Non-scoringSWBI / S&P
SWBI unavailable / $3.08m
Non-scoringSWBI / S&P
SWBI unavailable / $0.00b
Non-scoringSWBI / S&P
SWBI unavailable / $0.05b
2019-Q30/3 LoseSWBI / S&P
-35.07% / 1.70%
LoseSWBI / S&P
-24.40% / 5.02%
LoseSWBI / S&P
-72.73% / 0.21%
Non-scoringSWBI / S&P
1.86% / 12.41%
Non-scoringSWBI / S&P
46.93 / 22.44
Non-scoringSWBI / S&P
0.92 / 3.30
Non-scoringSWBI / S&P
SWBI unavailable / $3.08m
Non-scoringSWBI / S&P
SWBI unavailable / $0.00b
Non-scoringSWBI / S&P
SWBI unavailable / $0.09b
2019-Q20/3 LoseSWBI / S&P
-3.53% / 4.30%
LoseSWBI / S&P
-20.68% / 6.64%
LoseSWBI / S&P
-10.81% / 8.65%
Non-scoringSWBI / S&P
3.82% / 12.79%
Non-scoringSWBI / S&P
22.50 / 21.37
Non-scoringSWBI / S&P
0.93 / 3.32
Non-scoringSWBI / S&P
SWBI unavailable / $3.08m
Non-scoringSWBI / S&P
SWBI unavailable / $0.00b
Non-scoringSWBI / S&P
SWBI unavailable / $0.27b
2019-Q10/3 LoseSWBI / S&P
-27.37% / 13.65%
LoseSWBI / S&P
-4.43% / 8.12%
LoseSWBI / S&P
-58.90% / 14.29%
Non-scoringSWBI / S&P
2.56% / 12.97%
Non-scoringSWBI / S&P
31.14 / 20.86
Non-scoringSWBI / S&P
1.17 / 3.26
Non-scoringSWBI / S&P
SWBI unavailable / $3.08m
Non-scoringSWBI / S&P
SWBI unavailable / $0.00b
Non-scoringSWBI / S&P
SWBI unavailable / $34.35b
2018-Q40/3 LoseSWBI / S&P
-17.19% / -13.52%
LoseSWBI / S&P
-14.89% / 9.05%
LoseSWBI / S&P
-44.04% / 18.23%
Non-scoringSWBI / S&P
5.30% / 13.10%
Non-scoringSWBI / S&P
17.19 / 19.39
Non-scoringSWBI / S&P
1.31 / 2.94
Non-scoringSWBI / S&P
SWBI unavailable / $3.00m
Non-scoringSWBI / S&P
SWBI unavailable / $0.01b
Non-scoringSWBI / S&P
SWBI unavailable / $0.00b
2018-Q31/3 WinSWBI / S&P
29.09% / 7.71%
LoseSWBI / S&P
-25.28% / 10.21%
LoseSWBI / S&P
-65.63% / 19.06%
Non-scoringSWBI / S&P
4.85% / 13.01%
Non-scoringSWBI / S&P
13.22 / 22.25
Non-scoringSWBI / S&P
0.93 / 3.45
Non-scoringSWBI / S&P
SWBI unavailable / $3.00m
Non-scoringSWBI / S&P
SWBI unavailable / $0.00b
Non-scoringSWBI / S&P
SWBI unavailable / $0.17b
2018-Q21/3 WinSWBI / S&P
16.57% / 3.43%
LoseSWBI / S&P
-32.81% / 9.03%
LoseSWBI / S&P
-83.63% / 14.46%
Non-scoringSWBI / S&P
3.32% / 12.56%
Non-scoringSWBI / S&P
22.80 / 22.49
Non-scoringSWBI / S&P
1.09 / 3.25
Non-scoringSWBI / S&P
SWBI unavailable / $3.00m
Non-scoringSWBI / S&P
SWBI unavailable / $0.00b
Non-scoringSWBI / S&P
SWBI unavailable / $0.19b
2018-Q10/3 LoseSWBI / S&P
-19.63% / -0.76%
LoseSWBI / S&P
-25.82% / 7.68%
LoseSWBI / S&P
-69.46% / 12.46%
Non-scoringSWBI / S&P
6.05% / 12.27%
Non-scoringSWBI / S&P
12.36 / 23.41
Non-scoringSWBI / S&P
1.21 / 3.17
Non-scoringSWBI / S&P
SWBI unavailable / $3.00m
Non-scoringSWBI / S&P
SWBI unavailable / $0.00b
Non-scoringSWBI / S&P
SWBI unavailable / $0.08b
2017-Q40/3 LoseSWBI / S&P
-15.80% / 6.64%
LoseSWBI / S&P
-15.16% / 7.03%
LoseSWBI / S&P
-54.20% / 13.82%
Non-scoringSWBI / S&P
8.27% / 12.09%
Non-scoringSWBI / S&P
9.74 / 24.25
Non-scoringSWBI / S&P
1.50 / 3.23
Non-scoringSWBI / S&P
SWBI unavailable / $2.92m
Non-scoringSWBI / S&P
SWBI unavailable / $0.00b
Non-scoringSWBI / S&P
SWBI unavailable / $0.05b
2017-Q30/3 LoseSWBI / S&P
-31.18% / 4.48%
LoseSWBI / S&P
5.52% / 5.68%
LoseSWBI / S&P
-21.18% / 17.57%
Non-scoringSWBI / S&P
10.96% / 12.04%
Non-scoringSWBI / S&P
9.48 / 23.28
Non-scoringSWBI / S&P
2.20 / 3.08
Non-scoringSWBI / S&P
SWBI unavailable / $2.92m
Non-scoringSWBI / S&P
SWBI unavailable / $0.00b
Non-scoringSWBI / S&P
SWBI unavailable / $0.11b
2017-Q23/3 WinSWBI / S&P
11.86% / 3.09%
WinSWBI / S&P
24.94% / 4.83%
WinSWBI / S&P
35.33% / 17.74%
Non-scoringSWBI / S&P
14.16% / 11.96%
Non-scoringSWBI / S&P
7.17 / 23.40
Non-scoringSWBI / S&P
2.33 / 3.03
Non-scoringSWBI / S&P
SWBI unavailable / $2.92m
Non-scoringSWBI / S&P
SWBI unavailable / $0.00b
Non-scoringSWBI / S&P
SWBI unavailable / $0.08b
2017-Q12/3 LoseSWBI / S&P
-6.02% / 6.07%
WinSWBI / S&P
31.10% / 3.67%
WinSWBI / S&P
65.97% / 13.32%
Non-scoringSWBI / S&P
15.17% / 11.75%
Non-scoringSWBI / S&P
6.79 / 23.60
Non-scoringSWBI / S&P
2.24 / 3.01
Non-scoringSWBI / S&P
SWBI unavailable / $2.92m
Non-scoringSWBI / S&P
SWBI unavailable / $0.00b
Non-scoringSWBI / S&P
SWBI unavailable / $20.24b
2016-Q42/3 LoseSWBI / S&P
-20.72% / 3.82%
WinSWBI / S&P
44.78% / 2.09%
WinSWBI / S&P
131.07% / 7.05%
Non-scoringSWBI / S&P
15.45% / 11.37%
Non-scoringSWBI / S&P
8.48 / 23.76
Non-scoringSWBI / S&P
3.04 / 2.91
Non-scoringSWBI / S&P
SWBI unavailable / $2.88m
Non-scoringSWBI / S&P
SWBI unavailable / $0.00b
Non-scoringSWBI / S&P
SWBI unavailable / $1.11b
2016-Q32/3 LoseSWBI / S&P
-2.17% / 3.85%
WinSWBI / S&P
37.75% / 0.20%
WinSWBI / S&P
125.56% / -3.15%
Non-scoringSWBI / S&P
14.67% / 10.82%
Non-scoringSWBI / S&P
11.08 / 24.22
Non-scoringSWBI / S&P
3.73 / 2.78
Non-scoringSWBI / S&P
SWBI unavailable / $2.88m
Non-scoringSWBI / S&P
SWBI unavailable / $0.00b
Non-scoringSWBI / S&P
SWBI unavailable / $0.16b

Dividend-reinvested, split-adjusted total return

1Y · 2025-08-29 to 2026-08-27

MetricSWBI total returnS&P 500 Total Return Index
Total return67.22%20.78%
Annualized return67.22%20.78%

5Y · 2021-09-01 to 2026-08-27

MetricSWBI total returnS&P 500 Total Return Index
Total return-36.51%83.14%
Annualized return-8.69%12.86%

10Y · 2016-09-01 to 2026-08-27

MetricSWBI total returnS&P 500 Total Return Index
Total return-29.75%319.30%
Annualized return-3.47%15.41%

Calculation rules

window
Latest 40 completed benchmark quarters; unavailable issuer evidence remains visible and scores 0.
return Basis
Issuer adjusted close reinvests distributions and normalizes splits; the S&P 500 Total Return Index is the direct benchmark.
point Rule
Strict same-quarter win = 1. Loss, tie or unavailable evidence = 0. No partial or subjective points.
frequency
Quarter endpoints only.
fundamentals
Trailing-four-quarter issuer revenue and EPS growth use the issuer's normalized government-filed facts.
non Scoring
Net margin, P/E, P/B and other gray context columns never enter the score.

Snapshot captured 2026-09-04.

Research interface only. Not investment advice. Prices are a checked-in snapshot, not live quotes.