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Swan Defined Risk Fund Class C (SDRCX) Performance

Explore the performance of Swan Defined Risk Fund Class C compared to the S&P Index and the Alternative category of mutual funds. This comparison is based on a hypothetical investment of $10,000. Gain insights into how its returns stack up against traditional and digital asset benchmarks.

Growth of $10,000

10,00015,00020,00025,00030,00020192020202120222023202420252026
  • 29,421.01SPY
  • 11,991.34SDRCX
  • 20,426.14Alternative

Historical Prices

Total return by calendar year
Total Return %2019202020212022202320242025YTD
SPY28.79%16.16%27.04%-19.95%24.29%23.30%16.35%7.83%
SDRCX11.52%4.11%16.26%-13.93%-1.26%3.53%-1.67%2.29%