Swan Defined Risk Growth Fund (SDAIX) Alternatives
Swan Defined Risk Growth Fund (SDAIX) belongs to the Options Trading category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SDAIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to SDAIX
SDAIX charges 1.40% annually. Among mutual funds in the Options Trading category, these options have the lowest expense ratios among SDAIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Parametric Volatility Risk Premium - Defensive Fun... | 0.47% | Feb 8, 2017 | SDAIX vs EIVPX | |
| JPMorgan Hedged Equity 2 Fund Class I | 0.60% | Feb 26, 2021 | SDAIX vs JHQDX | |
| JPMorgan Hedged Equity 3 Fund | 0.60% | Feb 25, 2021 | SDAIX vs JHQTX | |
| Gateway Equity Call Premium Fund | 0.68% | Sep 29, 2014 | SDAIX vs GCPYX | |
| Gateway Fund Class Y Shares | 0.70% | — | SDAIX vs GTEYX |
Best Risk-Adjusted Alternatives to SDAIX
Among mutual funds in the Options Trading category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Princeton Premium Fund | 88 | Nov 15, 2016 | SDAIX vs PPFIX | |
| Parametric Volatility Risk Premium - Defensive Fun... | 70 | Feb 8, 2017 | SDAIX vs EIVPX | |
| Calamos Hedged Equity Fund | 67 | Dec 30, 2014 | SDAIX vs CIHEX | |
| Catalyst Buffered Shield Fund | 61 | Apr 13, 2015 | SDAIX vs SHIIX | |
| Cavanal Hill Hedged Income Fund | 51 | Dec 27, 2020 | SDAIX vs APLIX |
Top Performing SDAIX Alternatives (YTD)
SDAIX alternatives from the Options Trading category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Princeton Premium Fund | 1.35% | Nov 15, 2016 | SDAIX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | -0.47% | Apr 1, 2012 | SDAIX vs STTIX | |
| Rational Tactical Return Fund | -1.80% | Apr 30, 2007 | SDAIX vs HRSTX | |
| Easterly Hedged Equity Fund | -2.00% | Jul 30, 2015 | SDAIX vs JDIEX | |
| Parametric Volatility Risk Premium - Defensive Fun... | -2.03% | Feb 8, 2017 | SDAIX vs EIVPX |
Lowest Volatility Alternatives to SDAIX
SDAIX alternatives from the Options Trading category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Rational Tactical Return Fund | 2.37% | Apr 30, 2007 | SDAIX vs HRSTX | |
| Princeton Premium Fund | 3.59% | Nov 15, 2016 | SDAIX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | 4.10% | Apr 1, 2012 | SDAIX vs STTIX | |
| JPMorgan Hedged Equity 2 Fund Class I | 7.76% | Feb 26, 2021 | SDAIX vs JHQDX | |
| Swan Defined Risk Fund | 8.63% | Jul 29, 2012 | SDAIX vs SDRIX |
Lowest Drawdown Alternatives to SDAIX
SDAIX alternatives from the Options Trading category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Rational Tactical Return Fund | -2.42% | Apr 30, 2007 | SDAIX vs HRSTX | |
| North SquareTrilogy Alternative Return Fund | -2.68% | Apr 1, 2012 | SDAIX vs STTIX | |
| Princeton Premium Fund | -2.77% | Nov 15, 2016 | SDAIX vs PPFIX | |
| Swan Defined Risk Fund | -5.34% | Jul 29, 2012 | SDAIX vs SDRIX | |
| JPMorgan Hedged Equity 2 Fund Class I | -5.41% | Feb 26, 2021 | SDAIX vs JHQDX |
Compare SDAIX with Any Fund or Stock
Compare SDAIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.