Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SDAAX (Swan Defined Risk Growth Fund Class A Shares) | NA | 28.62% | -11.11% | NA | NA | NA | NA | … | … |
Data as of 12/04/2009, Common starting date is 12/21/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SDAAX (Swan Defined Risk Growth Fund Class A Shares) | 12/21/2005 | 12/04/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 28.62 | -11.11 | NA | NA | NA | NA | … | … | 17.99 | -43.68 | 4.91 | 13.43 | -1.01 |
| Sharpe Ratio | NA | 1.03 | -0.42 | NA | NA | NA | NA | … | … | 0.72 | -1.07 | 0.12 | 0.97 | -4.30 |
| Standard Deviation(%) | NA | 27.64 | 30.05 | NA | NA | NA | NA | … | … | 26.91 | 41.42 | 15.64 | 10.52 | 8.69 |
| Draw Down(%) | NA | 27.30 | 60.01 | NA | NA | NA | NA | … | … | 27.30 | 54.20 | 10.74 | 8.40 | 1.60 |
| Yield(%) | 0.00 | 1.13 | 2.66 | 1.94 | 0.97 | 0.65 | 0.48 | … | … | 1.01 | 0.85 | 5.55 | 2.01 | 0.00 |
Data as of 12/04/2009, Common starting date is 12/21/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDAAX (Swan Defined Risk Growth Fund Class A Shares) |
-18.78%
Feb 2006 – Feb 2009 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDAAX (Swan Defined Risk Growth Fund Class A Shares) |
-8.92%
Sep 2006 – Sep 2009 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart