Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRTNX (Sierra Tactical Risk Spectrum 30 Fund Investor Class) | 1.06% | 7.14% | 5.37% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 09/30/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRTNX (Sierra Tactical Risk Spectrum 30 Fund Investor Class) | 09/30/2022 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.32 | 7.14 | 5.37 | NA | NA | NA | NA | … | … | 1.06 | 5.45 | 5.09 | 5.61 | 1.09 |
| Sharpe Ratio | NA | 1.25 | 0.54 | NA | NA | NA | NA | … | … | 0.51 | 0.56 | 0.29 | 0.42 | 0.26 |
| Standard Deviation(%) | NA | 4.47 | 4.84 | NA | NA | NA | NA | … | … | 5.27 | 4.59 | 5.07 | 4.73 | 5.84 |
| Draw Down(%) | NA | 4.44 | 6.62 | NA | NA | NA | NA | … | … | 4.44 | 5.46 | 3.29 | 4.99 | 2.71 |
| Yield(%) | 0.00 | 3.14 | 3.00 | 2.12 | 1.06 | 0.71 | 0.53 | … | … | 0.56 | 2.82 | 2.68 | 3.09 | 1.24 |
Data as of 06/09/2026, Common starting date is 09/30/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRTNX (Sierra Tactical Risk Spectrum 30 Fund Investor Class) |
4.48%
Jan 2023 – Jan 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 |
|---|---|---|---|---|
| SRTNX (Sierra Tactical Risk Spectrum 30 Fund Investor Class) |
6.05%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart