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SIRIX: Sierra Core Retirement I (MUTUAL FUND)
Basic Info 22.42 0(0.0%) August 12
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: | (88%) |
| Start Date: | 12/28/2007 |
| Last Dividend Date: | 03/30/2022 |
| 12-Mo. Yield | 0.25% |
| Expenses | 1.71% |
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Performance Analytics (As of 08/12/2022)
| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.5 | -3.7 | -5.7 | 0.9 | 1.5 | 1.9 | 3.8 | -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 | -1.51 | -1.56 | 0.16 | 0.23 | 0.55 | 0.9 | -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 | 5.3 | 8.0 | 8.6 | 8.6 | 8.6 | 8.7 | 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 | 4.4 | 4.0 | 3.4 | 3.1 | 2.6 | 3.8 | 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 | -0.47 | -0.47 | 0.04 | 0.07 | 0.1 | 0.33 | -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 | -0.02 | -0.02 | 0.0 | 0.0 | 0.01 | 0.01 | -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 | 0.14 | 0.13 | 0.13 | 0.11 | 0.15 | 0.1 | 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 | 0.06 | 0.04 | 0.04 | 0.02 | 0.05 | 0.01 | 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
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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) 0.0% (88%)
- ANGLX (Angel Oak Multi-Strategy Income A) 0.0% (87%)
- OSTIX (Osterweis Strategic Income) 0.09% (86%)
- OSIYX (Oppenheimer Global Strategic Inc Y) 0.32% (85%)
- RPSIX (T. Rowe Price Spectrum Income) 0.26% (85%)
- FKSAX (Franklin Strategic Income Adv) 0.12% (84%)
- FSRIX (Fidelity Advisor Strategic Income I) 0.09% (84%)
- LSIZX (Columbia Strategic Income Z) 0.23% (83%)
- LSBDX (Loomis Sayles Bond Instl) 0.25% (83%)
Best Closed End Funds
- AWF (AllianceBernstein Global High Income) 1.14% (100%)
- GOF (Guggenheim Strategic Opp Fund) 0.85% (99%)
- EVV (Eaton Vance Limited Duration Income) 0.36% (99%)
- EVG (Eaton Vance Short Duration Divers Inc) 0.09% (98%)
- ERC (Wells Fargo Advantage Multi-Sec Inc) 0.57% (98%)
- FMY (First Trust Mortgage Income) 0.67% (97%)
- FTF (Franklin Templeton Ltd Duration Income) 0.56% (97%)
- JHS (JHancock Income Secs) 0.65% (96%)
- JHI (JHancock Investors) 0.75% (96%)
- MCR (MFS Charter Income) 0.44% (95%)
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