Smurfit Westrock (SW): analysis and statistics
Return, volatility, Sharpe ratio and risk for Smurfit Westrock, a component of the S&P 500 in the Materials. Data as of 2026-10-29.
| Last close price | $40.33 |
| Sector (GICS) | Materials |
| Annualized return (3.0 yr) | +12.44% |
| Total return over period | +41.88% |
| Annualized volatility | 41.21% |
| Period volatility | 71.19% |
| Period T-bill | 12.40% |
| Sharpe ratio | 0.41 |
| Sortino ratio | 0.64 |
| Max drawdown | -40.52% |
| CVaR 95% (avg. loss, worst 5% of days) | -5.51% |
| Correlation with the S&P 500 | 0.41 |
| Period range | $28.43 – $54.02 |
| Trading days analyzed | 752 |
Over the last 3.0 years, Smurfit Westrock (SW) has posted an annualized return of +12.44% with annual volatility of 41.21%, a Sharpe ratio of 0.41. Its worst stretch (max drawdown from a peak) was -40.52%. Its correlation with the S&P 500 is 0.41, which means it moves moderately in step with the index.
These are historical, realized metrics, not projections: they describe how the stock behaved, not how it will behave going forward. To see how SW would fit inside an optimized portfolio alongside other stocks, try the optimizer.
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Is it part of the S&P 500?
Yes, Smurfit Westrock (SW) is of the S&P 500.
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