SWZ
Total Return Securities Fund
1W: -0.9%
1M: -3.8%
3M: -3.0%
YTD: -7.4%
1Y: -5.4%
3Y: +23.3%
5Y: +14.7%
$5.76
+0.04 (+0.79%)
Weekly Expected Move ±1.0%
$6
$6
$6
$6
$6
Oct Typical
⛅
Partly Cloudy
+4.5% YTD avg
Midterm Year
⛅
Partly Cloudy
+1.8% YTD avg
2026 Now
⛈️
Stormy
Below typical
20yr Avg YTD
+4.5%
Day 189 of 252
Midterm Year YTD
+1.8%
Presidential cycle avg
2026 YTD
-7.4%
Below 20yr avg
Typical Vol
25%
Annualized
Monthly Weather Forecast
Jan
20yr
⛅
+1.0%
Midterm
☁️
-0.4%
50% win
19% vol
Feb
20yr
🌧️
+0.1%
Midterm
🌧️
-1.6%
50% win
17% vol
Mar
20yr
⛅
+2.3%
Midterm
☁️
+0.7%
65% win
28% vol
Apr
20yr
⛅
+3.9%
Midterm
⛅
+1.1%
70% win
13% vol
May
20yr
☁️
+2.9%
Midterm
🌧️
-3.5%
50% win
16% vol
Jun
20yr
☁️
+3.2%
Midterm
🌧️
-2.7%
55% win
16% vol
Jul
20yr
☀️
+4.5%
Midterm
🌧️
-1.0%
60% win
14% vol
Aug
20yr
☁️
+4.9%
Midterm
☁️
+0.8%
65% win
17% vol
Sep
20yr
🌧️
+4.6%
Midterm
⛅
+1.4%
60% win
16% vol
Oct
20yr
🌧️
+3.2%
Midterm
☁️
+0.2%
52% win
25% vol
Now:
+1.2%
Nov
20yr
⛅
+3.7%
Midterm
⛅
+3.0%
55% win
22% vol
Dec
20yr
☀️
+2.7%
Midterm
☁️
-0.0%
75% win
16% vol
Seasonality (20yr)
Updated: 2026-10-02
YTD: -7.4%