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

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.90+0.05 (+0.51%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.06%
5-year average return3.58%
Number of years up6
Number of years down2
Best 1-yr total return (2 May 2024)14.82%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return14.82%
Worst 3-yr total return0.79%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSDJIXCategory
YTD0.82%6.64%
1-month-2.10%1.03%
3-month1.35%3.58%
1-year3.03%16.67%
3-year1.38%6.96%
5-year3.39%6.01%
10-year0.00%4.42%
Last bull market11.37%12.48%
Last bear market-6.04%-10.95%

Annual total return (%) history

Year
SDJIXCategory
2024
N/AN/A
2023
8.37%N/A
2022
-6.67%N/A
2021
4.55%N/A
2020
7.32%7.16%
2019
9.86%11.34%
2018
-11.04%-3.45%
2017
14.82%6.02%
2016
0.26%3.31%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.99%N/AN/AN/A
20233.85%2.01%-3.74%6.27%
2022-4.83%-6.04%-4.59%9.39%
20211.68%1.92%-0.54%1.44%
2020-9.42%7.89%1.12%8.62%
20194.77%1.49%-1.56%4.96%
2018-3.65%-1.14%0.48%-7.06%
20173.76%3.91%4.43%1.98%
2016-0.20%-1.10%2.64%-1.03%

Rank in category (by total return)

YTD88
1-month71
3-month78
1-year98
3-year89
5-year82

Load adjusted returns

1-year3.03%
3-year1.38%
5-year3.39%
10-yearN/A