SWK Holdings Corporation (SWKH)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

The chart shows the growth of an initial investment of $10,000 in SWK Holdings Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

SWK Holdings Corporation (SWKH) has returned -1.10% so far this year and 55.88% over the past 12 months. Over the last ten years, SWKH has returned 10.43% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jun 1, 2009, SWKH's average daily return is +0.06%, while the average monthly return is +0.87%. At this rate, your investment would double in approximately 6.7 years.

Historically, 49% of months were positive and 51% were negative. The best month was Apr 2025 with a return of +29.1%, while the worst month was Mar 2020 at -21.0%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 10 months.

On a daily basis, SWKH closed higher 34% of trading days. The best single day was Aug 19, 2014 with a return of +27.4%, while the worst single day was Mar 16, 2020 at -30.9%.

SWK Holdings Corporation has an annualized alpha of 11.86%, beta of 0.23, and R² of 0.01 versus S&P 500 Index. Calculated based on daily prices since June 02, 2009.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (27.28%) than losses (1.72%) — typical of diversified or defensive assets.
• Beta of 0.23 may look defensive, but with R² of 0.01 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R² of 0.01 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

SWKH ranks 92 for risk / return — in the top 92% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for SWK Holdings Corporation (SWKH) and compare them to a chosen benchmark (S&P 500 Index).

SWK Holdings Corporation provided a 23.52% dividend yield over the last twelve months, with an annual payout of $4.00 per share.

The table displays the monthly dividend distributions for SWK Holdings Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the SWK Holdings Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the SWK Holdings Corporation was 55.70%, occurring on Mar 19, 2020. Recovery took 267 trading sessions.

The current SWK Holdings Corporation drawdown is 4.17%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of SWK Holdings Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how SWK Holdings Corporation is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.