Swan Defined Financial Statements From 2010 to 2024
| SDJAX Fund | USD 9.61 0.01 0.10% |
Check Swan Defined financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Swan Defined's main balance sheet or income statement drivers, such as , as well as many indicators such as . Swan financial statements analysis is a perfect complement when working with Swan Defined Valuation or Volatility modules.
Swan |
Swan Defined Risk Mutual Fund Annual Yield Analysis
Swan Defined's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Current Swan Defined Annual Yield | 0.01 % |
Most of Swan Defined's fundamental indicators, such as Annual Yield, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Swan Defined Risk is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
| Competition |
In accordance with the recently published financial statements, Swan Defined Risk has an Annual Yield of 0.0129%. This is much higher than that of the Swan family and significantly higher than that of the Options Trading category. The annual yield for all United States funds is notably lower than that of the firm.
Swan Defined Risk Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Swan Defined's current stock value. Our valuation model uses many indicators to compare Swan Defined value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Swan Defined competition to find correlations between indicators driving Swan Defined's intrinsic value. More Info.Swan Defined Risk is rated second largest fund in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 176.36 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Swan Defined's earnings, one of the primary drivers of an investment's value.About Swan Defined Financial Statements
Swan Defined investors use historical fundamental indicators, such as Swan Defined's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Swan Defined. Please read more on our technical analysis and fundamental analysis pages.
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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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Swan Mutual Fund
Swan Defined financial ratios help investors to determine whether Swan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Swan with respect to the benefits of owning Swan Defined security.
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