Swan Defined Risk Fund I (SDRIX)

14.73 -0.08 (-0.54%) USD  |  Feb 05 2026
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SDRIX 1 Year Total Returns (Daily): 7.80% for Feb. 5, 2026

1 Year Total Returns (Daily) Chart

Sep '18
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Historical Data

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Total Return Definition

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The Total return is the change in price over a specific period of time that includes dividends and distributions paid.

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1 Year Total Returns (Daily) Range, Past 5 Years

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1 Year Total Returns (Daily) Benchmarks

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Swan Defined Risk Growth Fund I 10.28%
Fidelity Advisor Hedged Equity Fund I 11.41%
T Rowe Price Hedged Equity Fund I 8.52%
The BeeHive ETF 10.59%
Rational Equity Armor Fund Inst 7.17%

1 Year Total Returns (Daily) Related Metrics

1 Month Total Returns (Daily) -0.81%
3 Month Total Returns (Daily) 0.17%
6 Month Total Returns (Daily) 6.67%
Annualized 3 Year Total Returns (Daily) 10.22%
Annualized 5 Year Total Returns (Daily) 6.56%
Annualized 10 Year Total Returns (Daily) 6.34%
Annualized Total Returns Since Inception (Daily) 5.63%

1 Year Total Returns (Daily) Excel Add-In Codes

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Metric Code: one_year_total_return
Latest Data Point: =YCP("M:SDRIX", "one_year_total_return")
Last 5 Data Points: =YCS("M:SDRIX", "one_year_total_return", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.