Swan Defined Risk Fund Quote
| SDCCX Fund | USD 12.12 0.10 0.83% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Swan Defined is trading at 12.12 as of the 23rd of April 2024; that is 0.83 percent increase since the beginning of the trading day. The fund's open price was 12.02. Swan Defined has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Swan Defined Risk are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of March 2024 and ending today, the 23rd of April 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing directly, or indirectly through ETFs, in equity securities of domestic small capitalization companies, exchange-traded long-term put options on U.S. exchanges for hedging purposes, and buying and selling exchange-traded put and call options on various ETFs, securities and equity indices to generate additional returns. More on Swan Defined Risk
Moving together with Swan Mutual Fund
| 0.71 | SDACX | Swan Defined Risk | PairCorr |
| 0.7 | SDAAX | Swan Defined Risk | PairCorr |
| 0.79 | SDCIX | Swan Defined Risk | PairCorr |
| 0.79 | SDCAX | Swan Defined Risk | PairCorr |
| 0.78 | SDJCX | Swan Defined Risk | PairCorr |
Swan Defined Risk cannot be verified against its exchange. Apparently, Swan Defined is not available for investing at the moment. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
RefreshSwan Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Swan Defined's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Swan Defined or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Swan Funds, Large Funds, Options Trading Funds, Options Trading, Swan (View all Sectors) |
| Update Date | 31st of March 2024 |
Swan Defined Risk [SDCCX] is traded in USA and was established 23rd of April 2024. 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 54.31 M in assets with no minimum investment requirementsSwan Defined Risk is currently producing year-to-date (YTD) return of 0.08%, while the total return for the last 3 years was -4.12%.
Check Swan Defined Probability Of Bankruptcy
Top Swan Defined Risk Mutual Fund Constituents
| IWM | iShares Russell 2000 | Etf | Small Blend |
Swan Defined Against Markets
Picking the right benchmark for Swan Defined mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Swan Defined mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Swan Defined is critical whether you are bullish or bearish towards Swan Defined Risk at a given time. Please also check how Swan Defined's historical prices are related to one of the top price index indicators.
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Be your own money manager
Our tools can tell you how much better you can do entering a position in Swan Defined without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Swan Mutual Fund?
Before investing in Swan Defined, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Swan Defined. To buy Swan Defined fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Swan Defined. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Swan Defined fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Swan Defined Risk fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Swan Defined Risk fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Swan Defined Risk, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Swan Defined Risk?
The danger of trading Swan Defined Risk is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Swan Defined is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Swan Defined. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Swan Defined Risk is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Swan Defined Risk. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Swan Defined Risk information on this page should be used as a complementary analysis to other Swan Defined's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.