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Northern Lights Fund Trust III - Swan Defined Risk Foreign Fund (SDJAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.87+0.06 (+0.61%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.07%
5-year average return3.32%
Number of years up6
Number of years down2
Best 1-yr total return (2 May 2024)14.59%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return14.59%
Worst 3-yr total return0.54%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSDJAXCategory
YTD0.72%6.64%
1-month-2.21%1.03%
3-month1.14%3.58%
1-year2.69%16.67%
3-year1.10%6.96%
5-year3.11%6.01%
10-year0.00%4.42%
Last bull market11.26%12.48%
Last bear market-6.15%-10.95%

Annual total return (%) history

Year
SDJAXCategory
2024
N/AN/A
2023
8.14%N/A
2022
-6.98%N/A
2021
4.26%N/A
2020
7.09%7.16%
2019
9.64%11.34%
2018
-11.31%-3.45%
2017
14.59%6.02%
2016
0.00%3.31%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.00%N/AN/AN/A
20233.86%2.02%-3.85%6.15%
2022-4.83%-6.15%-4.71%9.29%
20211.58%1.83%-0.54%1.34%
2020-9.52%7.79%1.12%8.60%
20194.77%1.39%-1.56%4.85%
2018-3.74%-1.23%0.48%-7.16%
20173.76%3.82%4.34%1.95%
2016-0.20%-1.10%2.54%-1.19%

Rank in category (by total return)

YTD89
1-month73
3-month83
1-year98
3-year90
5-year85

Load adjusted returns

1-year-2.96%
3-year-0.79%
5-year1.95%
10-yearN/A