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Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

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A Fund For All Seasons:

FYI: (Click On Article Title At Top Of Google Searcg)
The nearly 19-year-old Defined Risk Strategy, based on the Standard & Poor’s 500 index, has returned an average of 8.5% a year since its inception through the end of March, versus 6.6% for the S&P itself—and with considerably less volatility.

M* Snapshot SDRAX:

LIpper Snapshot SDRAX:

SDRAX Is Unranked In The (L/S E) Fund Category By U.S. News & World Report:


  • Ted,
    Something is off here; the M* graphs show no such thing, quite the opposite, and no 19y history either. Hmm.
  • I have learned that it's best to take these writeups about non-indexed funds with a large grain of salt. Even with its Institutional class (SDRIX), the costs are just too high. And nobody has repealed the law of reversion to the mean.
  • "The nearly 19-year-old Defined Risk Strategy" - not fund, i.e. private money

    Also from the article:
    "The $1.5 billion Swan Defined Risk mutual fund (ticker: SDRAX), launched in 2012, hasn’t performed as well, which is largely a function of time and the market cycle. It’s up an average of 4% a year over the past three years, versus 12.9% for the S&P 500. "

    Makes one wonder what is "All Seasons" about this fund.
  • tnx for explan
  • I Think I Will Just Stick With Old Fashioned Balanced Funds
  • A 5.5% load, 1.58% expenses, and steady underperformance versus the s&p500, definitely not the fund for me.
  • NTF at Schwab, and steady performance.

    What more could you ask for? Good performance? Two out of three ain't bad:-)
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