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Swan Defined Risk Fund (SDRIX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 23, 2026

The fund seeks to achieve its investment objective by investing directly, or indirectly through exchange traded funds ("ETFs"), in equity securities that are represented in the S&P 500 Index, exchange-traded long-term put options on the S&P 500 Index for hedging purposes, and buying and selling exchange-traded put and call options on various equity indices to generate additional returns.

Looking to diversify beyond SDRIX? The mutual funds below have the lowest correlation with SDRIX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from SDRIX.

Best Diversifiers for SDRIX

1 mutual funds have low correlation with SDRIX (below 0.3), 0 of which are negatively correlated. The least correlated is Princeton Premium Fund (PPFIX) (Options Trading) with a 1Y correlation of 0.19, roughly unchanged from 0.17 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
PPFIX
Princeton Premium Fund0.190.150.17
100
Options TradingSDRIX vs PPFIX
HRSTX
Rational Tactical Return Fund0.570.390.28
55
Options TradingSDRIX vs HRSTX
GTEYX
Gateway Fund Class Y Shares0.760.760.84
70
Options TradingSDRIX vs GTEYX
GATEX
Gateway Fund0.760.760.85
68
Options TradingSDRIX vs GATEX
GCPYX
Gateway Equity Call Premium Fund0.760.760.85
84
Options TradingSDRIX vs GCPYX
See all 16 diversifiers for SDRIX

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Diversification Analysis

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