Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SDJAX (SWAN DEFINED RISK FOREIGN DEVELOPED FUND SWAN DEFINED RISK FOREIGN DEVELOPED FUND CLASS A SHARES) | NA | -1,011,311.66% | nan% | nan% | NA | NA | NA | … | … |
Data as of 03/06/2025, Common starting date is 12/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SDJAX (SWAN DEFINED RISK FOREIGN DEVELOPED FUND SWAN DEFINED RISK FOREIGN DEVELOPED FUND CLASS A SHARES) | 12/30/2015 | 03/06/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -993,433.33 | -1,011,311.66 | nan | nan | NA | NA | NA | … | … | -1,035,708.65 | -0.54 | 8.15 | -6.98 | -8.21 | 7.09 | 9.64 | -11.31 | 14.59 | 0.00 | -0.10 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | -0.42 | 0.47 | -0.74 | -0.54 | 0.48 | 1.11 | -1.29 | 2.56 | -0.02 | NA |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 9.82 | 9.66 | 11.42 | 15.22 | 14.16 | 7.39 | 9.88 | 5.47 | 9.18 | 0.00 |
| Draw Down(%) | NA | 961,531.94 | 961,531.94 | 894,539.67 | NA | NA | NA | … | … | 989,681.60 | 7.24 | 8.66 | 15.89 | 13.68 | 17.32 | 5.43 | 15.65 | 1.77 | 4.90 | 0.10 |
| Yield(%) | 100.01 | 101.76 | 38.10 | 21.91 | 11.37 | 7.58 | 5.69 | … | … | 104.49 | 1.66 | 1.40 | 0.00 | 1.24 | 0.54 | 5.09 | 0.72 | 3.20 | 1.50 | 0.00 |
Data as of 03/06/2025, Common starting date is 12/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDJAX (SWAN DEFINED RISK FOREIGN DEVELOPED FUND SWAN DEFINED RISK FOREIGN DEVELOPED FUND CLASS A SHARES) |
-4.27%
Sep 2019 – Sep 2022 |
-3.67%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDJAX (SWAN DEFINED RISK FOREIGN DEVELOPED FUND SWAN DEFINED RISK FOREIGN DEVELOPED FUND CLASS A SHARES) |
6.45%
Oct 2018 – Oct 2021 |
4.58%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart