Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STMYX (Sierra Tactical Municipal Fund Class Class Special Shares) | NA | 6.00% | 17.56% | 14.78% | NA | NA | NA | … | … |
Data as of 06/16/2015, Common starting date is 10/05/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STMYX (Sierra Tactical Municipal Fund Class Class Special Shares) | 10/05/2009 | 06/16/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.00 | 17.56 | 14.78 | NA | NA | NA | … | … | 0.00 | 11.04 | 35.07 | 16.75 | 0.89 | 12.88 | 7.67 |
| Sharpe Ratio | NA | 0.65 | 1.56 | 0.95 | NA | NA | NA | … | … | 0.00 | 0.89 | 3.05 | 1.27 | 0.04 | 0.70 | 2.26 |
| Standard Deviation(%) | NA | 9.26 | 11.30 | 15.51 | NA | NA | NA | … | … | 0.00 | 12.45 | 11.48 | 13.29 | 24.31 | 18.35 | 15.80 |
| Draw Down(%) | NA | 8.73 | 8.73 | 20.40 | NA | NA | NA | … | … | 0.00 | 8.73 | 5.61 | 11.06 | 20.40 | 16.40 | 5.68 |
| Yield(%) | 0.00 | 0.49 | 1.01 | 0.99 | 0.53 | 0.36 | 0.27 | … | … | 0.00 | 0.70 | 0.91 | 1.33 | 0.87 | 0.00 | 0.00 |
Data as of 06/16/2015, Common starting date is 10/05/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STMYX (Sierra Tactical Municipal Fund Class Class Special Shares) |
9.96%
Dec 2009 – Dec 2012 |
13.44%
Apr 2010 – Apr 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STMYX (Sierra Tactical Municipal Fund Class Class Special Shares) |
23.53%
Sep 2011 – Sep 2014 |
15.68%
Jan 2010 – Jan 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart