| SDRIX Fund | | | USD 14.92 0.02 0.13% |
Swan Defined is trading at
14.92 as of the 30th of January 2026; that is
0.13 percent down since the beginning of the trading day. The fund's open price was
14.94. Swan Defined has less than a
19 % chance of experiencing some
financial distress in the next two years of operation and had a
fair performance during the last 90 days. The
performance scores are derived for the period starting the
1st of November 2025 and ending today, the
30th of January 2026. Click
here to learn more.
The fund seeks to achieve its investment objective by investing directly, or indirectly through exchange traded funds , 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 buying and selling exchange-traded put and call options on various equity indices to generate additional returns.
More on Swan Defined RiskSwan Mutual Fund Highlights
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 1st of November 2025 |
| Fiscal Year End | June |
Swan Defined Risk [SDRIX] is traded in USA and was established 30th of January 2026. The fund is listed under Options Trading category and is part of
Swan family. This fund at this time has accumulated 631.83
M in
assets with minimum initial investment of 100
K. Swan Defined Risk is currently producing year-to-date (YTD) return of 1.15%, while the total return for the last 3 years was 11.08%.
Check Swan Defined Probability Of Bankruptcy
Swan Defined Risk Risk Profiles
Swan Defined Against Markets
Swan Mutual Fund Analysis Notes
The fund maintains 98.58% of assets in stocks. Swan Defined Risk last dividend was 0.05 per share. Large Blend To find out more about Swan Defined Risk contact the company at 877-896-2590.
Swan Defined Risk Investment Alerts
Top Swan Defined Risk Mutual Fund Constituents
Institutional Mutual Fund Holders for Swan Defined
Have you ever been surprised when a price of an equity instrument such as Swan Defined is soaring high
without any particular reason? This is usually happening because many institutional investors are aggressively trading Swan Defined Risk backward and forwards among themselves. Swan Defined's institutional investor refers to the entity that pools money to purchase Swan Defined's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Note, although Swan Defined's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.
Swan Defined Outstanding Bonds
Swan Defined issues bonds to
finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Swan Defined Risk uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Swan bonds can be classified according to their maturity, which is the date when Swan Defined Risk has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Swan Defined Predictive Daily Indicators
Swan Defined intraday indicators are useful
technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Swan Defined mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Swan Defined Forecast Models
Swan Defined's time-series forecasting models are one of many Swan Defined's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Swan Defined's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.