Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRSJX (Sierra Tactical Risk Spectrum 70 Ins) | 2.86% | 11.84% | 6.98% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/31/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRSJX (Sierra Tactical Risk Spectrum 70 Ins) | 03/31/2023 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.54 | 11.84 | 6.98 | NA | NA | NA | NA | … | … | 2.86 | 6.07 | 8.31 | 6.04 |
| Sharpe Ratio | NA | 1.54 | 0.59 | NA | NA | NA | NA | … | … | 1.25 | 0.35 | 0.53 | 0.60 |
| Standard Deviation(%) | NA | 8.39 | 8.70 | NA | NA | NA | NA | … | … | 9.28 | 9.22 | 8.78 | 7.28 |
| Draw Down(%) | NA | 6.90 | 12.22 | NA | NA | NA | NA | … | … | 6.90 | 11.18 | 6.14 | 7.06 |
| Yield(%) | 0.00 | 2.08 | 2.11 | 1.30 | 0.65 | 0.43 | 0.32 | … | … | 0.27 | 1.97 | 2.24 | 1.66 |
Data as of 06/10/2026, Common starting date is 03/31/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRSJX (Sierra Tactical Risk Spectrum 70 Ins) |
7.37%
Apr 2023 – Apr 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRSJX (Sierra Tactical Risk Spectrum 70 Ins) |
8.83%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart