Swan Defined is trading at 14.92 as of the 7th of January 2026; that is 0.47 percent up since the beginning of the trading day. The fund's open price was 14.85. Swan Defined has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 8th of December 2025 and ending today, the 7th of January 2026. Click here to learn more.
The fund seeks to achieve its investment objective by investing directly, or indirectly in capitalization-weighted U.S. large capitalization exchange-traded funds that invest in equity securities that are represented in the SP 500 Index, exchange-traded long-term put options on the SP 500 Index for hedging purposes, and exchange-traded put and call options on various equity indices to generate additional returns. More on Swan Defined Risk
Swan Defined Risk [SDACX] is traded in USA and was established 7th of January 2026. Swan Defined is listed under Swan category by Fama And French industry classification. The fund is listed under Options Trading category and is part of Swan family. This fund at this time has accumulated 10.42 M in assets with no minimum investment requirementsSwan Defined Risk is currently producing year-to-date (YTD) return of 5.49%, while the total return for the last 3 years was 10.05%.
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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.