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Australia markets closed
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Northern Lights Fund Trust III - Swan Defined Risk Growth Fund (SDAAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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12.64
+0.13
(+1.04%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
4.55%
5-year average return
7.87%
Number of years up
4
Number of years down
1
Best 1-yr total return (2 May 2024)
22.96%
Worst 1-yr total return (2 May 2024)
N/A
Best 3-yr total return
22.96%
Worst 3-yr total return
3.89%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
SDAAX
Category
YTD
2.73%
6.64%
1-month
-4.39%
1.03%
3-month
2.22%
3.58%
1-year
12.71%
16.67%
3-year
3.23%
6.96%
5-year
7.52%
6.01%
10-year
0.00%
4.42%
Last bull market
16.25%
12.48%
Last bear market
-14.70%
-10.95%
Annual total return (%) history
Year
SDAAX
Category
2024
N/A
N/A
2023
15.99%
N/A
2022
-18.13%
N/A
2021
22.69%
N/A
2020
11.62%
7.16%
2019
22.96%
11.34%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
7.44%
N/A
N/A
N/A
2023
3.57%
6.03%
-1.62%
7.37%
2022
-4.44%
-14.70%
-5.15%
5.90%
2021
4.40%
7.01%
1.07%
8.66%
2020
-13.59%
13.71%
4.30%
8.91%
2019
11.33%
2.52%
1.76%
5.87%
Rank in category (by total return)
YTD
64
1-month
98
3-month
53
1-year
61
3-year
80
5-year
38
Load adjusted returns
1-year
6.51%
3-year
1.30%
5-year
6.31%
10-year
N/A
Data disclaimer
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