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SWX: Southwest Gas Holdings, Inc. (STOCK)
Basic Info 88.72 1.55(1.78%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/21/1973 |
| Last Dividend Date: | 05/15/2026 |
| 12-Mo. Yield | 3.48% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/21/1973 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.9 | 12.5 | 27.9 | 18.5 | 9.7 | 5.4 | 9.2 | 9.1 | 5.3 | 16.9 | 15.7 | 6.6 | -8.7 | 19.3 | -17.5 | 2.0 | -2.3 | 7.6 | 42.5 | -8.2 | 14.2 | 35.3 | 3.3 | 19.1 | 32.6 | 17.6 | -12.5 | -20.4 | 49.3 | 7.3 | 17.2 | -0.5 | 8.7 | 6.1 | -0.7 | -13.6 | 42.5 | -2.9 | 9.2 | 24.8 | -11.7 | 16.4 | 29.4 | -19.0 | -23.9 | -1.4 | -14.1 | 14.0 | -0.7 | 28.6 | 9.8 | 29.1 | 16.2 | -8.1 | -17.8 | 8.4 | -2.4 | -1.2 | 8.9 | 38.6 | -26.0 | -28.7 |
| Sharpe Ratio | NA | 1.52 | 1.4 | 0.67 | 0.28 | 0.14 | NA | NA | 0.08 | 0.62 | 0.51 | 0.12 | -0.33 | 0.72 | -0.35 | 0.03 | -0.16 | 0.42 | 2.09 | -0.39 | 0.87 | 2.19 | 0.24 | 0.68 | 1.43 | 0.64 | -0.32 | -0.86 | 2.47 | 0.26 | 1.0 | -0.06 | 0.25 | 0.13 | -0.15 | -0.82 | 1.27 | -0.3 | 0.27 | 1.03 | -0.65 | 0.63 | 1.27 | -0.64 | -1.24 | -0.33 | -0.94 | 0.27 | -0.24 | 1.01 | 0.12 | 0.96 | 0.3 | -0.56 | -0.73 | 0.04 | -0.36 | -0.34 | 0.26 | 1.11 | -0.79 | -1.64 |
| Draw Down(%) | NA | 9.5 | 9.5 | 14.8 | 41.0 | 42.5 | NA | NA | 65.9 | 14.2 | 14.3 | 18.8 | 33.4 | 12.7 | 34.3 | 18.4 | 19.7 | 15.1 | 17.9 | 18.2 | 13.2 | 10.0 | 12.8 | 20.0 | 11.6 | 33.5 | 29.5 | 32.0 | 7.5 | 9.8 | 9.2 | 16.1 | 26.0 | 22.0 | 25.0 | 28.6 | 28.4 | 19.3 | 17.2 | 10.7 | 26.6 | 14.3 | 16.3 | 48.2 | 36.5 | 18.4 | 24.7 | 29.4 | 15.4 | 12.2 | 18.9 | 13.1 | 10.7 | 22.0 | 38.7 | 21.2 | 23.2 | 10.9 | 14.6 | 14.3 | 49.0 | 37.0 |
| Standard Deviation(%) | NA | 19.1 | 18.0 | 22.6 | 25.5 | 27.4 | NA | NA | 25.8 | 22.7 | 23.7 | 24.8 | 31.2 | 26.9 | 50.6 | 18.8 | 23.7 | 16.6 | 20.3 | 20.8 | 16.4 | 16.1 | 13.4 | 28.2 | 22.8 | 27.2 | 42.2 | 27.6 | 18.7 | 19.0 | 16.2 | 18.9 | 30.2 | 27.4 | 33.4 | 20.6 | 30.8 | 21.9 | 20.2 | 20.3 | 22.6 | 22.4 | 20.9 | 36.0 | 23.5 | 22.6 | 20.1 | 36.6 | 20.6 | 22.9 | 23.8 | 23.7 | 27.3 | 33.0 | 36.0 | 24.7 | 21.2 | 14.7 | 19.9 | 30.9 | 39.9 | 23.1 |
| Treynor Ratio | NA | 32.82 | 2.61 | 0.37 | 0.16 | 0.06 | NA | NA | 0.03 | 0.41 | 0.19 | 0.04 | -0.29 | 0.47 | -0.18 | 0.01 | -0.09 | 0.11 | 0.87 | -0.14 | 0.2 | 0.35 | 0.05 | 0.19 | 0.33 | 0.26 | -0.16 | -0.21 | 0.41 | 0.04 | 0.17 | -0.02 | 0.11 | 0.07 | -0.1 | -0.88 | 0.84 | -0.16 | 0.11 | 1.79 | -0.22 | 0.29 | 0.61 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.11 | 0.09 | 0.04 | 0.02 | -0.01 | NA | NA | 0.01 | 0.04 | 0.01 | -0.04 | 0.01 | 0.05 | -0.12 | -0.04 | 0.0 | -0.01 | 0.12 | -0.03 | 0.02 | 0.01 | -0.02 | 0.07 | 0.05 | 0.0 | 0.11 | -0.1 | 0.1 | 0.01 | 0.02 | -0.07 | 0.11 | 0.05 | 0.02 | -0.08 | 0.11 | -0.06 | 0.0 | 0.07 | -0.04 | 0.04 | 0.09 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.01 | 0.1 | 0.41 | 0.44 | 0.63 | NA | NA | 0.68 | 0.34 | 0.62 | 0.8 | 0.35 | 0.41 | 1.0 | 0.44 | 0.4 | 0.62 | 0.49 | 0.57 | 0.71 | 1.0 | 0.59 | 0.98 | 1.0 | 0.66 | 0.85 | 1.12 | 1.11 | 1.27 | 0.94 | 0.64 | 0.7 | 0.51 | 0.5 | 0.19 | 0.46 | 0.42 | 0.5 | 0.12 | 0.66 | 0.49 | 0.44 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.0 | 0.0 | 0.08 | 0.09 | 0.18 | NA | NA | 0.15 | 0.08 | 0.11 | 0.19 | 0.08 | 0.04 | 0.48 | 0.09 | 0.08 | 0.07 | 0.11 | 0.18 | 0.26 | 0.49 | 0.33 | 0.72 | 0.67 | 0.47 | 0.67 | 0.42 | 0.4 | 0.5 | 0.44 | 0.31 | 0.33 | 0.17 | 0.13 | 0.03 | 0.09 | 0.1 | 0.08 | 0.0 | 0.08 | 0.03 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 1.6 | 3.5 | 4.2 | 3.7 | 3.2 | 5.4 | 6.0 | N/A | 3.5 | 3.9 | 4.0 | 3.6 | 4.0 | 3.0 | 2.9 | 2.6 | 2.5 | 3.3 | 2.6 | 3.2 | 3.0 | 3.4 | 2.8 | 3.4 | 3.7 | 3.0 | 2.2 | 3.0 | 3.3 | 3.6 | 3.5 | 3.6 | 3.7 | 3.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -49.0 | 1.0 | 3.8 | 18.0 | 89.5 | 204.7 | 552.8 | N/A | 0.0 | 0.0 | 1.0 | 4.2 | 4.4 | 4.6 | 4.9 | 6.2 | 10.3 | 11.1 | -10.0 | 36.6 | -11.1 | 38.3 | 5.8 | 5.2 | 5.5 | 4.7 | 3.7 | 0.0 | 0.0 | -1.2 | 1.2 | 0.0 | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/21/1973
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