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.
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 14.82% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 6 |
| Number of Years Down | 3 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SDJIX | Category Average | SDJIX | Category Average | SDJIX | Category Average | |
| Alpha | -3.93 | 0 | -2.8 | -0 | -- | 0 |
| BETA | 0.53 | 0 | 0.47 | 0 | -- | 0 |
| Mean Annual Return | 0.29 | 0.01 | 0.42 | 0.01 | -- | 0 |
| R-squared | 75.96 | 0.66 | 74.05 | 0.64 | -- | 0.59 |
| Standard Deviation | 9.8 | 0.1 | 9.34 | 0.08 | -- | 0.07 |
| Sharpe Ratio | -0.1 | 0.01 | 0.25 | 0.01 | -- | 0.01 |
| Treynor Ratio | -2.74 | -0.35 | 4.15 | 0.18 | -- | 0.1 |
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