SDACX - Swan Defined Risk Growth Fund Class C Shares

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1

Year-to-Date Return8.11%

5-Year Average Return0.00%

Number of Years Up3

Number of Years Down1

Best 1 Yr Total Return (Jun 4, 2023)23.13%

Worst 1 Yr Total Return (Jun 4, 2023)N/A

Best 3-Yr Total Return23.13%

Worst 3-Yr Total Return3.16%

Trailing Returns (%) Vs. Benchmarks

ReturnSDACXCategory

YTD8.11%6.64%

1-Month2.81%1.03%

3-Month5.24%3.58%

1-Year1.35%16.67%

3-Year6.53%6.96%

5-Year0.00%6.01%

10-Year0.00%4.42%

Last Bull Market29.76%12.48%

Last Bear Market-14.85%-10.95%

Annual Total Return (%) History

Year

SDACXCategory

2023

N/AN/A

2022

-18.73%N/A

2021

21.76%N/A

2020

10.94%7.16%

2019

23.13%11.34%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4

20233.41%N/AN/AN/A

2022-4.56%-14.85%-5.38%5.69%

20214.20%6.77%0.94%8.42%

2020-13.66%13.52%4.14%8.69%

201911.33%2.52%1.76%6.01%

Rank In Category (By Total Return)

YTD55

1-Month13

3-Month14

1-Year88

3-Year42

5-YearN/A

Load Adjusted Returns

1-Year-0.14%

3-Year6.98%

5-YearN/A

10-YearN/A