Swan Defined Financial Statements From 2010 to 2025
| SDCCXDelisted Fund | USD 8.26 0.00 0.00% |
Check Swan Defined financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Swan Defined's main balance sheet or income statement drivers, such as , as well as many indicators such as . Swan financial statements analysis is a perfect complement when working with Swan Defined Valuation or Volatility modules.
Swan |
Swan Defined Risk Mutual Fund Year To Date Return Analysis
Swan Defined's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Swan Defined Year To Date Return | 0.52 % |
Most of Swan Defined's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Swan Defined Risk is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
CompetitionBased on the company's disclosures, Swan Defined Risk has a Year To Date Return of 0.5247%. This is much higher than that of the Swan family and significantly higher than that of the Options Trading category. The year to date return for all United States funds is notably lower than that of the firm.
Swan Defined Risk Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Swan Defined's current stock value. Our valuation model uses many indicators to compare Swan Defined value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Swan Defined competition to find correlations between indicators driving Swan Defined's intrinsic value. More Info.Swan Defined Risk is rated top fund in year to date return among similar funds. It also is rated top fund in one year return among similar funds reporting about 9.02 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Swan Defined's earnings, one of the primary drivers of an investment's value.About Swan Defined Financial Statements
Swan Defined investors use historical fundamental indicators, such as Swan Defined's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Swan Defined. Please read more on our technical analysis and fundamental analysis pages.
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. Swan Defined is traded on NASDAQ Exchange in the United States.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as various price indices. You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.
Other Consideration for investing in Swan Mutual Fund
If you are still planning to invest in Swan Defined Risk check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Swan Defined's history and understand the potential risks before investing.
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