Nasdaq - Delayed Quote USD
Northern Lights Fund Trust III - Swan Defined Risk Foreign Fund (SDJIX)
8.97
0.00
(0.00%)
As of March 6 at 8:01:49 PM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 4.24% |
| 5y Average Return | 4.68% |
| Number of Years Up | 6 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Feb 28, 2025) | 14.82% |
| Worst 1Y Total Return (Feb 28, 2025) | -- |
| Best 3Y Total Return | 14.82% |
| Worst 3Y Total Return | 0.29% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
SDJIX
Category
- YTD
- 4.24%
- 6.64%
- 1-Month
- 1.67%
- 1.03%
- 3-Month
- 1.76%
- 3.58%
- 1-Year
- 2.90%
- 16.67%
- 3-Year
- 3.04%
- 6.96%
- 5-Year
- 4.68%
- 6.01%
- 10-Year
- 0.00%
- 4.42%
- Last Bull Market
- 1.33%
- 12.48%
- Last Bear Market
- -6.04%
- -10.95%
Annual Total Return (%) History
Year
SDJIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 2.99% | -0.30% | 3.92% | -6.53% |
| 2023 | 3.85% | 2.01% | -3.74% | 6.27% |
| 2022 | -4.83% | -6.04% | -4.59% | 9.39% |
| 2021 | 1.68% | 1.92% | -0.54% | 1.44% |
| 2020 | -9.42% | 7.89% | 1.12% | 8.62% |
| 2019 | 4.77% | 1.49% | -1.56% | 4.96% |
| 2018 | -3.65% | -1.14% | 0.48% | -7.06% |
| 2017 | 3.76% | 3.91% | 4.43% | 1.98% |
| 2016 | -0.20% | -1.10% | 2.64% | -1.03% |
Rank in Category (By Total Return)
| YTD | 3 |
| 1-Month | 7 |
| 3-Month | 11 |
| 1-Year | 87 |
| 3-Year | 71 |
| 5-Year | 74 |
Load Adjusted Returns
| 1-Year | 2.90% |
| 3-Year | 3.04% |
| 5-Year | 4.68% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 4.24% |
| 5y Average Return | 4.68% |
| Rank in Category (ytd) | 3 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.53 |
| Morningstar Risk Rating |
Fund Overview
| Category | Options Trading |
| Fund Family | Swan |
| Net Assets | 4.72M |
| YTD Return | 4.24% |
| Yield | 1.88% |
| Morningstar Rating | |
| Inception Date | Dec 29, 2015 |
Fund Summary
The fund seeks to achieve its investment objective by primarily investing directly, or indirectly through ETFs, in: foreign equity securities including ADRs of any market capitalization, exchange-traded long-term put options on U.S. exchanges for hedging purposes, and buying and selling exchange-traded put and call options on various ETFs and foreign equity indices to generate additional returns.
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