Swan Defined Risk Fund Quote
Swan Defined is trading at 8.94 as of the 2nd of April 2025; that is No Change since the beginning of the trading day. The fund's open price was 8.94. The performance scores are derived for the period starting the 13th of April 2023 and ending today, the 2nd of April 2025. Click here to learn more.
Swan Mutual Fund Highlights
| Fund Concentration | Swan Funds, Large Blend Funds, Options Trading Funds, Options Trading, Swan, Large Blend, Options Trading (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Swan Defined Risk [SDJAX] is traded in USA and was established 2nd of April 2025. 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 33.27 M in assets with no minimum investment requirementsSwan Defined Risk is currently producing year-to-date (YTD) return of 4.25% with the current yeild of 0.02%, while the total return for the last 3 years was 2.77%.
Check Swan Defined Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Swan Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Swan Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Swan Defined Risk Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Swan Defined Risk Mutual Fund Constituents
| EFA | iShares MSCI EAFE | Etf | Foreign Large Blend |
Swan Defined Risk Risk Profiles
| Mean Deviation | 0.5928 | |||
| Standard Deviation | 1.3 | |||
| Variance | 1.7 | |||
| Risk Adjusted Performance | (0.07) |
Swan Defined Against Markets
Swan Defined Related Equities
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Swan Defined mutual fund to make a market-neutral strategy. Peer analysis of Swan Defined could also be used in its relative valuation, which is a method of valuing Swan Defined by comparing valuation metrics with similar companies.
| Risk & Return | Correlation |
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.
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated |