Swan Mutual Funds List
Here you can find all mutual funds issued by Swan and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 1.29%
- Avg. 1 Year Return
- 18.78%
- Avg. 5 Year Return
- 6.99%
- Median Risk/Return Score
- 61 / 100
Swan Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Swan Defined Risk Growth Fund | Options Trading | Dec 26, 2018 | 1.40% | 6.73% | — | 0.00% | 52 | ||||||||
| Swan Defined Risk Fund | Options Trading | Jul 29, 2012 | 1.18% | 6.50% | 5.82% | 9.91% | 70 |
Explore top Swan Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Swan Mutual funds by Risk/Return Score
The top Swan Mutual funds by PortfoliosLab Risk/Return Score are SDRIX (70) and SDAIX (52).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Swan Defined Risk Fund | 70 | — | Jul 2012 | |
| Swan Defined Risk Growth Fund | 52 | — | Dec 2018 |
Best-Performing Swan Mutual funds Over 5 Years
The top Swan Mutual funds is SDAIX (8.21%).
Across the lineup, Swan Mutual funds show an average 1-year return of 18.78% and an average 5-year return of 6.99%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Swan Defined Risk Growth Fund | 8.21% | — | Dec 2018 | |
| Swan Defined Risk Fund | 5.77% | — | Jul 2012 |
Lowest-Cost Swan Mutual funds
The top Swan Mutual funds is SDRIX (1.18%).
With an average expense ratio of 1.29%, Swan Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Swan Defined Risk Fund | 1.18% | — | Jul 2012 | |
| Swan Defined Risk Growth Fund | 1.40% | — | Dec 2018 |
Highest-Yield Swan Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Swan Defined Risk Fund | 9.91% | — | Jul 2012 | |
| Swan Defined Risk Growth Fund | 0.00% | — | Dec 2018 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.