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 sector. Data as of 2026-09-13.
| Last close price | $43.22 |
| Sector (GICS) | Materials |
| Annualized return (3.0 yr) | +11.50% |
| Total return over period | +38.33% |
| Annualized volatility | 41.57% |
| Period volatility | 71.77% |
| Sharpe ratio | 0.18 |
| Sortino ratio | 0.28 |
| Max drawdown | -40.52% |
| CVaR 95% (avg. loss, worst 5% of days) | -5.61% |
| Correlation with the S&P 500 | 0.41 |
| Period range | $28.00 – $54.02 |
| Trading days analyzed | 751 |
Over the last 3.0 years, Smurfit Westrock (SW) has posted an annualized return of +11.50% with annual volatility of 41.57%, a Sharpe ratio of 0.18. 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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