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SKWD vs. NTSX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

SKWD vs. NTSX

Last updated May 12, 2025

Compare and contrast key facts about Skyward Specialty Insurance Group Inc. Common Stock (SKWD) and WisdomTree U.S. Efficient Core Fund (NTSX).

NTSX is an actively managed fund by WisdomTree. It was launched on Aug 2, 2018.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SKWD or NTSX.

Correlation

The correlation between SKWD and NTSX is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Performance

SKWD vs. NTSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Skyward Specialty Insurance Group Inc. Common Stock (SKWD) and WisdomTree U.S. Efficient Core Fund (NTSX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

SKWD:

22.48%

NTSX:

5.38%

Max Drawdown

SKWD:

-1.84%

NTSX:

-0.44%

Current Drawdown

SKWD:

0.00%

NTSX:

-0.11%

Returns By Period

SKWD

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

NTSX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

SKWD vs. NTSX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
SKWD
The Risk-Adjusted Performance Rank of SKWD is 9191
Overall Rank
The Sharpe Ratio Rank of SKWD is 9494
Sharpe Ratio Rank
The Sortino Ratio Rank of SKWD is 8888
Sortino Ratio Rank
The Omega Ratio Rank of SKWD is 8787
Omega Ratio Rank
The Calmar Ratio Rank of SKWD is 9595
Calmar Ratio Rank
The Martin Ratio Rank of SKWD is 9292
Martin Ratio Rank
NTSX
The Risk-Adjusted Performance Rank of NTSX is 6565
Overall Rank
The Sharpe Ratio Rank of NTSX is 6060
Sharpe Ratio Rank
The Sortino Ratio Rank of NTSX is 6161
Sortino Ratio Rank
The Omega Ratio Rank of NTSX is 6363
Omega Ratio Rank
The Calmar Ratio Rank of NTSX is 7171
Calmar Ratio Rank
The Martin Ratio Rank of NTSX is 6868
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

SKWD vs. NTSX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Skyward Specialty Insurance Group Inc. Common Stock (SKWD) and WisdomTree U.S. Efficient Core Fund (NTSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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Dividends

SKWD vs. NTSX - Dividend Comparison

SKWD has not paid dividends to shareholders, while NTSX's dividend yield for the trailing twelve months is around 1.23%.

TTM2024202320222021202020192018
SKWD
Skyward Specialty Insurance Group Inc. Common Stock		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
NTSX
WisdomTree U.S. Efficient Core Fund		1.23%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

SKWD vs. NTSX - Drawdown Comparison

The maximum SKWD drawdown since its inception was -1.84%, which is greater than NTSX's maximum drawdown of -0.44%. Use the drawdown chart below to compare losses from any high point for SKWD and NTSX. For additional features, visit the drawdowns tool.

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Volatility

SKWD vs. NTSX - Volatility Comparison

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