Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SDJCX (SWAN DEFINED RISK FOREIGN DEVELOPED FUND SWAN DEFINED RISK FOREIGN DEVELOPED FUND CLASS C SHARES) | NA | 1.07% | 3.77% | 3.65% | 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 |
|---|---|---|
| SDJCX (SWAN DEFINED RISK FOREIGN DEVELOPED FUND SWAN DEFINED RISK FOREIGN DEVELOPED FUND CLASS C 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 (%) | -0.11 | 1.07 | 3.77 | 3.65 | NA | NA | NA | … | … | 4.02 | -1.29 | 7.36 | -7.63 | 3.32 | 6.34 | 9.43 | -11.90 | 13.70 | -0.67 | -0.10 |
| Sharpe Ratio | NA | -0.25 | 0.03 | 0.17 | NA | NA | NA | … | … | 3.07 | -0.50 | 0.39 | -0.79 | 0.40 | 0.43 | 1.07 | -1.36 | 2.37 | -0.10 | NA |
| Standard Deviation(%) | NA | 9.77 | 10.02 | 10.79 | NA | NA | NA | … | … | 7.22 | 9.74 | 9.70 | 11.45 | 8.31 | 14.17 | 7.41 | 9.84 | 5.53 | 9.18 | 0.00 |
| Draw Down(%) | NA | 7.78 | 11.71 | 17.47 | NA | NA | NA | … | … | 1.60 | 7.46 | 8.81 | 16.37 | 5.28 | 17.36 | 5.59 | 16.16 | 1.78 | 4.90 | 0.10 |
| Yield(%) | 0.00 | 10.35 | 3.99 | 5.28 | 3.34 | 2.22 | 1.67 | … | … | 10.00 | 0.74 | 0.57 | 0.00 | 12.95 | 0.55 | 4.82 | 0.14 | 2.90 | 1.04 | 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 |
|---|---|---|---|---|
| SDJCX (SWAN DEFINED RISK FOREIGN DEVELOPED FUND SWAN DEFINED RISK FOREIGN DEVELOPED FUND CLASS C SHARES) |
-2.34%
Oct 2017 – Oct 2020 |
-1.81%
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 |
|---|---|---|---|---|
| SDJCX (SWAN DEFINED RISK FOREIGN DEVELOPED FUND SWAN DEFINED RISK FOREIGN DEVELOPED FUND CLASS C SHARES) |
6.34%
Dec 2018 – Dec 2021 |
3.98%
Aug 2019 – Aug 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart