Find A Portfolio/Ticker
Comparison Box
SIRIX: Sierra Core Retirement I (MUTUAL FUND)
Basic Info 21.35 0.07(0.33%) June 01
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: | (88%) |
| Start Date: | 12/27/2007 |
| Last Dividend Date: | 03/30/2023 |
| 12-Mo. Yield | 1.70% |
| Expenses | 2.01% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/30/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.6 | -0.5 | -3.5 | 0.0 | 0.6 | 1.4 | 3.5 | 3.4 | -7.4 | -1.8 | 4.0 | 7.7 | -4.2 | 7.5 | 4.0 | -2.7 | 5.2 | -2.0 | 6.9 | 3.1 | 7.7 | 29.3 | -4.0 | -0.0 |
| SR | NA | -1.44 | -1.37 | -0.26 | -0.17 | 0.19 | NA | 0.74 | -1.88 | -0.6 | 1.06 | 3.09 | -1.9 | 3.34 | 1.65 | -1.24 | 2.87 | -1.16 | 3.95 | 1.05 | 2.73 | 2.83 | -1.33 | -14.75 |
| DD(%) | NA | 4.7 | 5.8 | 10.4 | 10.4 | 10.4 | NA | 10.4 | 7.4 | 4.9 | 6.4 | 0.9 | 6.5 | 1.0 | 3.3 | 5.4 | 1.7 | 4.0 | 0.6 | 2.5 | 2.2 | 4.2 | 6.2 | 0.0 |
| SD(%) | NA | 4.9 | 5.2 | 4.0 | 3.6 | 3.0 | NA | 3.9 | 4.7 | 3.0 | 3.6 | 2.0 | 2.9 | 2.1 | 2.3 | 2.2 | 1.8 | 1.8 | 1.7 | 2.9 | 2.8 | 10.3 | 3.7 | 0.6 |
| TR | NA | -0.24 | -0.26 | -0.05 | -0.04 | 0.03 | NA | 0.22 | -0.45 | -0.3 | 0.34 | 1.33 | 0.59 | 0.6 | 0.17 | -0.12 | 0.18 | -0.09 | 0.33 | 0.38 | 0.42 | -1.03 | -0.66 | 0.36 |
| Alpha(%) | NA | -0.03 | -0.02 | 0.0 | 0.0 | 0.0 | NA | 0.01 | -0.02 | -0.01 | 0.01 | 0.02 | -0.02 | 0.03 | 0.01 | -0.01 | 0.01 | -0.01 | 0.02 | 0.01 | 0.02 | 0.11 | -0.02 | 0.1 |
| Beta(%) | NA | 0.3 | 0.28 | 0.21 | 0.18 | 0.18 | NA | 0.13 | 0.19 | 0.06 | 0.11 | 0.05 | -0.09 | 0.11 | 0.22 | 0.23 | 0.3 | 0.24 | 0.21 | 0.08 | 0.18 | -0.28 | 0.07 | -0.23 |
| RS | NA | 0.22 | 0.19 | 0.1 | 0.07 | 0.08 | NA | 0.02 | 0.1 | 0.01 | 0.02 | 0.01 | 0.01 | 0.03 | 0.12 | 0.17 | 0.21 | 0.21 | 0.11 | 0.01 | 0.07 | 0.02 | 0.02 | 1.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/28/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Multisector Bond Asset Class Trend Rankings |
Top Rated Funds in Multisector Bond
Best Mutual Funds
- CPMPX (Changing Parameters) 0.0% (89%)
- SIRIX (Sierra Core Retirement I) 0.33% (88%)
- ANGLX (Angel Oak Multi-Strategy Income A) 0.24% (87%)
- OSTIX (Osterweis Strategic Income) 0.09% (86%)
- OSIYX (Oppenheimer Global Strategic Inc Y) 0.33% (85%)
- RPSIX (T. Rowe Price Spectrum Income) 0.27% (85%)
- FKSAX (Franklin Strategic Income Adv) 0.25% (84%)
- FSRIX (Fidelity Advisor Strategic Income I) 0.18% (84%)
- LSIZX (Columbia Strategic Income Z) 0.24% (83%)
- LSBDX (Loomis Sayles Bond Instl) 0.26% (83%)
Best Closed End Funds
- AWF (AllianceBernstein Global High Income) 0.62% (100%)
- GOF (Guggenheim Strategic Opp Fund) 0.70% (99%)
- EVV (Eaton Vance Limited Duration Income) 0.99% (99%)
- EVG (Eaton Vance Short Duration Divers Inc) 0.31% (98%)
- ERC (Wells Fargo Advantage Multi-Sec Inc) 0.11% (98%)
- FMY (First Trust Mortgage Income) 0.89% (97%)
- FTF (Franklin Templeton Ltd Duration Income) 0.98% (97%)
- JHS (JHancock Income Secs) 0.28% (96%)
- JHI (JHancock Investors) 0.16% (96%)
- MCR (MFS Charter Income) 0.82% (95%)
Latest Articles Related to SIRIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
