SWZCFSWZCFOTC
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Year-over-year total asset growth rate
3Y CAGR
+12.5%/yr
Quarterly compound
5Y CAGR
+29.6%/yr
Recent deceleration
Percentile
P69
Within normal range
vs 5Y Ago
3.7x
Strong expansion
Streak
2 qtr
Consecutive growthStable
| Period | Value |
|---|---|
| Q4 2025 | 1.41% |
| Q3 2025 | -1.07% |
| Q2 2025 | -3.63% |
| Q1 2025 | 0.13% |
| Q4 2024 | 23.83% |
| Q3 2024 | 1.55% |
| Q2 2024 | 15.74% |
| Q1 2024 | 3.30% |
| Q4 2023 | -0.33% |
| Q3 2023 | -0.25% |
| Q2 2023 | -1.78% |
| Q1 2023 | 2.94% |
| Q4 2022 | 0.99% |
| Q3 2022 | -0.82% |
| Q2 2022 | -1.25% |
| Q1 2022 | 0.36% |
| Q4 2021 | 1.25% |
| Q3 2021 | -0.31% |
| Q2 2021 | -2.11% |
| Q1 2021 | 3.45% |
| Q4 2020 | 0.38% |
| Q3 2020 | 0.69% |
| Q2 2020 | -5.60% |
| Q1 2020 | 4.87% |
| Q4 2019 | 1.15% |
| Q3 2019 | -0.93% |
| Q2 2019 | 0.37% |
| Q1 2019 | 6.73% |
| Q4 2018 | 2.16% |
| Q3 2018 | -1.31% |
| Q2 2018 | -1.94% |
| Q1 2018 | 3.57% |
| Q4 2017 | 1.94% |
| Q3 2017 | 0.32% |
| Q2 2017 | -0.46% |
| Q1 2017 | 1.00% |
| Q4 2016 | 0.39% |
| Q3 2016 | -0.36% |
| Q2 2016 | -0.41% |
| Q1 2016 | 1.83% |