Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STBKX (Sierra Tactical Bond Fund Class A Shares) | 0.65% | 5.03% | 3.98% | 1.65% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 10/02/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STBKX (Sierra Tactical Bond Fund Class A Shares) | 10/02/2019 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.40 | 5.03 | 3.98 | 1.65 | NA | NA | NA | … | … | 0.65 | -0.06 | 6.30 | 7.15 | -4.33 | 1.26 | 15.71 | 2.45 |
| Sharpe Ratio | NA | 0.90 | 0.24 | -0.19 | NA | NA | NA | … | … | -0.01 | -0.73 | 0.80 | 0.78 | -1.51 | 0.34 | 1.72 | 5.96 |
| Standard Deviation(%) | NA | 3.01 | 3.83 | 3.98 | NA | NA | NA | … | … | 3.57 | 4.05 | 3.37 | 4.54 | 3.82 | 3.61 | 8.94 | 1.55 |
| Draw Down(%) | NA | 2.38 | 6.93 | 7.90 | NA | NA | NA | … | … | 2.38 | 6.93 | 1.91 | 3.92 | 5.00 | 3.48 | 5.24 | 0.48 |
| Yield(%) | 0.00 | 5.40 | 5.25 | 3.76 | 3.05 | 2.04 | 1.53 | … | … | 1.89 | 5.01 | 5.39 | 4.74 | 1.42 | 2.86 | 7.26 | 0.92 |
Data as of 06/08/2026, Common starting date is 10/02/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STBKX (Sierra Tactical Bond Fund Class A Shares) |
0.69%
Nov 2020 – Nov 2023 |
1.69%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STBKX (Sierra Tactical Bond Fund Class A Shares) |
5.01%
Nov 2019 – Nov 2022 |
5.80%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart