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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

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.55%
5-year average return7.87%
Number of years up4
Number of years down1
Best 1-yr total return (2 May 2024)22.96%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return22.96%
Worst 3-yr total return3.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSDAAXCategory
YTD2.73%6.64%
1-month-4.39%1.03%
3-month2.22%3.58%
1-year12.71%16.67%
3-year3.23%6.96%
5-year7.52%6.01%
10-year0.00%4.42%
Last bull market16.25%12.48%
Last bear market-14.70%-10.95%

Annual total return (%) history

Year
SDAAXCategory
2024
N/AN/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 (%)

YearQ1Q2Q3Q4
20247.44%N/AN/AN/A
20233.57%6.03%-1.62%7.37%
2022-4.44%-14.70%-5.15%5.90%
20214.40%7.01%1.07%8.66%
2020-13.59%13.71%4.30%8.91%
201911.33%2.52%1.76%5.87%

Rank in category (by total return)

YTD64
1-month98
3-month53
1-year61
3-year80
5-year38

Load adjusted returns

1-year6.51%
3-year1.30%
5-year6.31%
10-yearN/A