Swan Defined Risk Fund Price History
SDRCX Fund | USD 14.95 0.04 0.27% |
Below is the normalized historical share price chart for Swan Defined Risk extending back to October 18, 2012. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Swan Defined stands at 14.95, as last reported on the 28th of November, with the highest price reaching 14.95 and the lowest price hitting 14.95 during the day.
If you're considering investing in Swan Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Swan Mutual Fund to be very steady. Swan Defined Risk owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.16, which indicates the fund had a 0.16% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Swan Defined Risk, which you can use to evaluate the volatility of the fund. Please validate Swan Defined's Coefficient Of Variation of 622.73, risk adjusted performance of 0.1144, and Semi Deviation of 0.3416 to confirm if the risk estimate we provide is consistent with the expected return of 0.0648%.
Swan Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Swan |
Sharpe Ratio = 0.1588
Best Portfolio | Best Equity | |||
Good Returns | ||||
Average Returns | ||||
Small Returns | ||||
Cash | SDRCX | Average Risk | High Risk | Huge Risk |
Negative Returns |
Estimated Market Risk
0.41 actual daily | 3 97% of assets are more volatile |
Expected Return
0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Swan Defined is performing at about 12% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Swan Defined by adding it to a well-diversified portfolio.
Swan Defined Mutual Fund Price History Chart
There are several ways to analyze Swan Defined Risk Fund price data. The simplest method is using a basic Swan candlestick price chart, which shows Swan Defined price history and the buying and selling dynamics of a specified period. Many traders also use subjective judgment to their trading calls, avoiding the need to trade based on technical analysis.
Highest Price | November 11, 2024 | 15.02 |
Lowest Price | September 6, 2024 | 14.08 |
Swan Defined November 28, 2024 Mutual Fund Price Synopsis
Various analyses of Swan Defined's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Swan Mutual Fund. It can be used to describe the percentage change in the price of Swan Defined from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Swan Mutual Fund.Swan Defined Price Rate Of Daily Change | 1.00 | |
Swan Defined Price Action Indicator | (0.02) |
Swan Defined November 28, 2024 Mutual Fund Price Analysis
Swan Mutual Fund Price History Data
The price series of Swan Defined for the period between Fri, Aug 30, 2024 and Thu, Nov 28, 2024 has a statistical range of 0.94 with a coefficient of variation of 1.61. The price distribution for the period has arithmetic mean of 14.63. The median price for the last 90 days is 14.67. The company had dividends distributed to its stock-holders on 12/26/2019.Open | High | Low | Close | Volume | ||
11/28/2024 | 14.95 | 14.95 | 14.95 | 14.95 | ||
11/27/2024 | 14.95 | 14.95 | 14.95 | 14.95 | 1.00 | |
11/26/2024 | 14.99 | 14.99 | 14.99 | 14.99 | 1.00 | |
11/25/2024 | 14.93 | 14.93 | 14.93 | 14.93 | 1.00 | |
11/22/2024 | 14.91 | 14.91 | 14.91 | 14.91 | 1.00 | |
11/21/2024 | 14.88 | 14.88 | 14.88 | 14.88 | 1.00 | |
11/20/2024 | 14.82 | 14.82 | 14.82 | 14.82 | 1.00 | |
11/19/2024 | 14.80 | 14.80 | 14.80 | 14.80 | 1.00 | |
11/18/2024 | 14.78 | 14.78 | 14.78 | 14.78 | 1.00 | |
11/15/2024 | 14.75 | 14.75 | 14.75 | 14.75 | 1.00 | |
11/14/2024 | 14.90 | 14.90 | 14.90 | 14.90 | 1.00 | |
11/13/2024 | 14.99 | 14.99 | 14.99 | 14.99 | 1.00 | |
11/12/2024 | 14.98 | 14.98 | 14.98 | 14.98 | 1.00 | |
11/11/2024 | 15.02 | 15.02 | 15.02 | 15.02 | 1.00 | |
11/08/2024 | 15.00 | 15.00 | 15.00 | 15.00 | 1.00 | |
11/07/2024 | 14.95 | 14.95 | 14.95 | 14.95 | 1.00 | |
11/06/2024 | 14.88 | 14.88 | 14.88 | 14.88 | 1.00 | |
11/05/2024 | 14.68 | 14.68 | 14.68 | 14.68 | 1.00 | |
11/04/2024 | 14.60 | 14.60 | 14.60 | 14.60 | 1.00 | |
11/01/2024 | 14.63 | 14.63 | 14.63 | 14.63 | 1.00 | |
10/31/2024 | 14.59 | 14.59 | 14.59 | 14.59 | 1.00 | |
10/30/2024 | 14.70 | 14.70 | 14.70 | 14.70 | 1.00 | |
10/29/2024 | 14.72 | 14.72 | 14.72 | 14.72 | 1.00 | |
10/28/2024 | 14.71 | 14.71 | 14.71 | 14.71 | 1.00 | |
10/25/2024 | 14.70 | 14.70 | 14.70 | 14.70 | 1.00 | |
10/24/2024 | 14.70 | 14.70 | 14.70 | 14.70 | 1.00 | |
10/23/2024 | 14.67 | 14.67 | 14.67 | 14.67 | 1.00 | |
10/22/2024 | 14.74 | 14.74 | 14.74 | 14.74 | 1.00 | |
10/21/2024 | 14.76 | 14.76 | 14.76 | 14.76 | 1.00 | |
10/18/2024 | 14.79 | 14.79 | 14.79 | 14.79 | 1.00 | |
10/17/2024 | 14.76 | 14.76 | 14.76 | 14.76 | 1.00 | |
10/16/2024 | 14.77 | 14.77 | 14.77 | 14.77 | 1.00 | |
10/15/2024 | 14.73 | 14.73 | 14.73 | 14.73 | 1.00 | |
10/14/2024 | 14.80 | 14.80 | 14.80 | 14.80 | 1.00 | |
10/11/2024 | 14.74 | 14.74 | 14.74 | 14.74 | 1.00 | |
10/10/2024 | 14.68 | 14.68 | 14.68 | 14.68 | 1.00 | |
10/09/2024 | 14.69 | 14.69 | 14.69 | 14.69 | 1.00 | |
10/08/2024 | 14.64 | 14.64 | 14.64 | 14.64 | 1.00 | |
10/07/2024 | 14.58 | 14.58 | 14.58 | 14.58 | 1.00 | |
10/04/2024 | 14.63 | 14.63 | 14.63 | 14.63 | 1.00 | |
10/03/2024 | 14.58 | 14.58 | 14.58 | 14.58 | 1.00 | |
10/02/2024 | 14.60 | 14.60 | 14.60 | 14.60 | 1.00 | |
10/01/2024 | 14.59 | 14.59 | 14.59 | 14.59 | 1.00 | |
09/30/2024 | 14.65 | 14.65 | 14.65 | 14.65 | 1.00 | |
09/27/2024 | 14.63 | 14.63 | 14.63 | 14.63 | 1.00 | |
09/26/2024 | 14.62 | 14.62 | 14.62 | 14.62 | 1.00 | |
09/25/2024 | 14.58 | 14.58 | 14.58 | 14.58 | 1.00 | |
09/24/2024 | 14.60 | 14.60 | 14.60 | 14.60 | 1.00 | |
09/23/2024 | 14.57 | 14.57 | 14.57 | 14.57 | 1.00 | |
09/20/2024 | 14.54 | 14.54 | 14.54 | 14.54 | 1.00 | |
09/19/2024 | 14.54 | 14.54 | 14.54 | 14.54 | 1.00 | |
09/18/2024 | 14.42 | 14.42 | 14.42 | 14.42 | 1.00 | |
09/17/2024 | 14.44 | 14.44 | 14.44 | 14.44 | 1.00 | |
09/16/2024 | 14.45 | 14.45 | 14.45 | 14.45 | 1.00 | |
09/13/2024 | 14.41 | 14.41 | 14.41 | 14.41 | 1.00 | |
09/12/2024 | 14.37 | 14.37 | 14.37 | 14.37 | 1.00 | |
09/11/2024 | 14.30 | 14.30 | 14.30 | 14.30 | 1.00 | |
09/10/2024 | 14.22 | 14.22 | 14.22 | 14.22 | 1.00 | |
09/09/2024 | 14.17 | 14.17 | 14.17 | 14.17 | 1.00 | |
09/06/2024 | 14.08 | 14.08 | 14.08 | 14.08 | 1.00 | |
09/05/2024 | 14.17 | 14.17 | 14.17 | 14.17 | 1.00 |
About Swan Defined Mutual Fund history
Swan Defined investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Swan is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Swan Defined Risk will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Swan Defined stock prices may prove useful in developing a viable investing in Swan Defined
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.
Swan Defined Mutual Fund Technical Analysis
Swan Defined technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Did you try this?
Run Sync Your Broker Now
Sync Your BrokerSync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. |
All Next | Launch Module |
Swan Defined Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Swan Defined's price direction in advance. Along with the technical and fundamental analysis of Swan Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Swan to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
Risk Adjusted Performance | 0.1144 | |||
Jensen Alpha | 0.0041 | |||
Total Risk Alpha | (0.01) | |||
Sortino Ratio | (0.13) | |||
Treynor Ratio | 0.1244 |
Cycle Indicators | ||
Math Operators | ||
Math Transform | ||
Momentum Indicators | ||
Overlap Studies | ||
Pattern Recognition | ||
Price Transform | ||
Statistic Functions | ||
Volatility Indicators | ||
Volume Indicators |
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.
Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges | |
Equity Valuation Check real value of public entities based on technical and fundamental data | |
Share Portfolio Track or share privately all of your investments from the convenience of any device | |
Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments |