SWIM vs. LUMN
SWIM (Latham Group, Inc.) and LUMN (Lumen Technologies, Inc.) are both stocks. SWIM operates in Building Products & Equipment (Industrials), while LUMN operates in Telecom Services (Communication Services). Over the past 5 years, SWIM returned -28.86%/yr vs -5.52%/yr for LUMN. At a 0.29 correlation, their price movements are largely independent.
Performance
SWIM vs. LUMN - Performance Comparison
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Returns By Period
In the year-to-date period, SWIM achieves a -16.85% return, which is significantly lower than LUMN's 28.44% return.
SWIM
- 1D
- -0.75%
- 1M
- -8.97%
- YTD
- -16.85%
- 6M
- -27.47%
- 1Y
- -13.44%
- 3Y*
- 12.28%
- 5Y*
- -28.86%
- 10Y*
- —
LUMN
- 1D
- -5.49%
- 1M
- 6.97%
- YTD
- 28.44%
- 6M
- 4.28%
- 1Y
- 142.82%
- 3Y*
- 70.60%
- 5Y*
- -5.52%
- 10Y*
- -4.15%
SWIM vs. LUMN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SWIM Latham Group, Inc. | -16.85% | -8.76% | 164.64% | -18.32% | -87.14% | -8.15% |
LUMN Lumen Technologies, Inc. | 28.44% | 46.33% | 190.16% | -64.94% | -55.48% | 1.86% |
Correlation
The correlation between SWIM and LUMN is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.29 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (All Time) Calculated using the full available price history since Apr 26, 2021 | 0.29 |
Fundamentals
SWIM:
$617.20M
LUMN:
$9.97B
SWIM:
$0.07
LUMN:
-$1.75
SWIM:
1.13
LUMN:
0.82
SWIM:
1.56
LUMN:
0.86
SWIM:
$551.81M
LUMN:
$12.12B
SWIM:
$157.42M
LUMN:
$1.52B
SWIM:
$72.40M
LUMN:
$1.12B
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Return for Risk
SWIM vs. LUMN — Risk / Return Rank
SWIM
LUMN
SWIM vs. LUMN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Latham Group, Inc. (SWIM) and Lumen Technologies, Inc. (LUMN). 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.
| SWIM | LUMN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.09 | ||
| Sortino ratioReturn per unit of downside risk | -2.57 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.32 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | -0.32 | 3.04 | -3.35 |
| Martin ratioReturn relative to average drawdown | -0.67 | 5.83 | -6.51 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SWIM | LUMN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.29 | 1.80 | -2.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.37 | -0.07 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | -0.06 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.35 | 0.18 | -0.53 |
Drawdowns
SWIM vs. LUMN - Drawdown Comparison
The maximum SWIM drawdown since its inception was -93.55%, roughly equal to the maximum LUMN drawdown of -95.26%. Use the drawdown chart below to compare losses from any high point for SWIM and LUMN.
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Drawdown Indicators
| SWIM | LUMN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.55% | -95.26% | +1.71% |
Max Drawdown (1Y)Largest decline over 1 year | -42.30% | -47.34% | +5.04% |
Max Drawdown (3Y)Largest decline over 3 years | -53.73% | -69.66% | +15.93% |
Max Drawdown (5Y)Largest decline over 5 years | -93.40% | -92.86% | -0.54% |
Max Drawdown (10Y)Largest decline over 10 years | — | -94.44% | — |
Current DrawdownCurrent decline from peak | -83.85% | -51.71% | -32.14% |
Average DrawdownAverage peak-to-trough decline | -74.47% | -27.64% | -46.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 19.99% | 24.58% | -4.59% |
Volatility
SWIM vs. LUMN - Volatility Comparison
The current volatility for Latham Group, Inc. (SWIM) is 13.95%, while Lumen Technologies, Inc. (LUMN) has a volatility of 25.95%. This indicates that SWIM experiences smaller price fluctuations and is considered to be less risky than LUMN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWIM | LUMN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.95% | 25.95% | -12.00% |
Volatility (6M)Calculated over the trailing 6-month period | 34.48% | 57.73% | -23.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 47.88% | 79.97% | -32.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 78.48% | 85.17% | -6.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 78.05% | 67.51% | +10.54% |
Dividends
SWIM vs. LUMN - Dividend Comparison
Neither SWIM nor LUMN has paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LUMN Lumen Technologies, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 14.37% | 7.97% | 10.26% | 7.57% | 14.26% | 12.95% | 9.08% | 8.59% |
SWIM Latham Group, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
SWIM vs. LUMN - Financials Comparison
This section allows you to compare key financial metrics between Latham Group, Inc. and Lumen Technologies, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
SWIM vs. LUMN - Profitability Comparison
SWIM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Latham Group, Inc. reported a gross profit of 37.16M and revenue of 117.32M. Therefore, the gross margin over that period was 31.7%.
LUMN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Lumen Technologies, Inc. reported a gross profit of 0.00 and revenue of 2.90B. Therefore, the gross margin over that period was 0.0%.
SWIM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Latham Group, Inc. reported an operating income of -6.60M and revenue of 117.32M, resulting in an operating margin of -5.6%.
LUMN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Lumen Technologies, Inc. reported an operating income of 602.00M and revenue of 2.90B, resulting in an operating margin of 20.8%.
SWIM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Latham Group, Inc. reported a net income of -8.53M and revenue of 117.32M, resulting in a net margin of -7.3%.
LUMN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Lumen Technologies, Inc. reported a net income of -200.00M and revenue of 2.90B, resulting in a net margin of -6.9%.
Frequently Asked Questions
SWIM and LUMN have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LUMN has higher volatility (25.95%) compared to SWIM (13.95%). In terms of maximum drawdown, SWIM dropped -93.55% vs LUMN's -95.26%.
LUMN currently has the higher Sharpe Ratio (1.80 vs -0.29), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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