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Swan Defined Risk Fund Class I (SDRIX) Performance

Explore the performance of Swan Defined Risk Fund Class I 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
  • 12,970.21SDRIX
  • 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%
SDRIX11.40%4.89%17.41%-13.16%0.00%4.91%0.20%3.18%