Swan Defined Financial Statements From 2010 to 2024
| SDCIX Fund | USD 14.97 0.17 1.15% |
Check Swan Defined financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Swan Defined's main balance sheet or income statement drivers, such as , as well as many indicators such as . Swan financial statements analysis is a perfect complement when working with Swan Defined Valuation or Volatility modules.
Swan |
Swan Defined Risk Mutual Fund Year To Date Return Analysis
Swan Defined's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Swan Defined Year To Date Return | 10.56 % |
Most of Swan Defined's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Swan Defined Risk is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
Based on the company's disclosures, Swan Defined Risk has a Year To Date Return of 10.5613%. This is much higher than that of the Swan family and significantly higher than that of the Options Trading category. The year to date return for all United States funds is notably lower than that of the firm.
Swan Defined Risk Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Swan Defined's current stock value. Our valuation model uses many indicators to compare Swan Defined value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Swan Defined competition to find correlations between indicators driving Swan Defined's intrinsic value. More Info.Swan Defined Risk is rated fifth largest fund in year to date return among similar funds. It is rated fourth largest fund in one year return among similar funds reporting about 2.01 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Swan Defined's earnings, one of the primary drivers of an investment's value.About Swan Defined Financial Statements
Swan Defined investors use historical fundamental indicators, such as Swan Defined's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Swan Defined. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to achieve its investment objective by investing directly, or indirectly through ETFs, in equity securities of domestic small capitalization companies, exchange-traded long-term put options on U.S. exchanges for hedging purposes, and buying and selling exchange-traded put and call options on various ETFs, securities and equity indices to generate additional returns.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Swan Mutual Fund
Swan Defined financial ratios help investors to determine whether Swan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Swan with respect to the benefits of owning Swan Defined security.
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