Swan Defined is trading at 14.29 as of the 24th of July 2025; that is 0.07 percent down since the beginning of the trading day. The fund's open price was 14.3. Swan Defined has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 25th of April 2025 and ending today, the 24th of July 2025. Click here to learn more.
The fund seeks to achieve its investment objective by investing directly, or indirectly through exchange traded funds , in equity securities that are represented in the SP 500 Index, exchange-traded long-term put options on the SP 500 Index for hedging purposes, and buying and selling exchange-traded put and call options on various equity indices to generate additional returns. More on Swan Defined Risk
Swan Defined Risk [SDRCX] is traded in USA and was established 24th of July 2025. 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 808.6 M in assets with no minimum investment requirementsSwan Defined Risk is currently producing year-to-date (YTD) return of 3.2%, while the total return for the last 3 years was 7.76%.
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Other Information on Investing in Swan Mutual Fund
Swan Defined financial ratios help investors to determine whether Swan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Swan with respect to the benefits of owning Swan Defined security.
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