A TRACK RECORD OF SUCCESS
Our consistent approach offers investors a better way to grow and protect wealth.
The Defined Risk Strategy is designed to outperform the underlying benchmark over a full market cycle (bull and a bear market). Since inception in 1997, the DRS has done just that.
The S&P 500 has had four down years since 2000, for a total cumulative combined loss of more than 80%. During those years the Swan DRS provided a cumulative combined return of +18%*. This performance during downturns is one reason the Swan DRS has consistently outperformed the S&P 500 over full market cycles.
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