Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIRAX (SIERRA CORE RETIREMENT FUND SIERRA CORE RETIREMENT FUND CLASS A) | 5.32% | 12.62% | 6.48% | 1.84% | 2.82% | 2.53% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/18/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIRAX (SIERRA CORE RETIREMENT FUND SIERRA CORE RETIREMENT FUND CLASS A) | 12/18/2007 | 06/05/2026 |
| 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 12.62 | 6.48 | 1.84 | 2.82 | 2.53 | NA | … | … | 5.32 | 4.75 | 4.88 | 4.18 | -6.81 | 0.11 | 4.75 | 7.79 | -4.19 | 7.48 | 3.92 | -2.67 | 5.22 | -2.01 | 6.87 | 3.27 | 7.69 | 29.37 | -4.05 | 0.00 |
| Sharpe Ratio | NA | 1.69 | 0.57 | -0.12 | 0.28 | NA | NA | … | … | 1.31 | 0.32 | 0.23 | 0.12 | -1.91 | 0.02 | 1.29 | 3.12 | -1.89 | 3.28 | 1.59 | -1.24 | 2.92 | -1.14 | 3.90 | 1.18 | 2.83 | 2.84 | -0.18 | -5.65 |
| Standard Deviation(%) | NA | 6.00 | 5.77 | 5.13 | 4.30 | NA | NA | … | … | 7.50 | 5.82 | 5.60 | 4.51 | 4.34 | 4.96 | 3.49 | 2.03 | 2.96 | 2.09 | 2.32 | 2.17 | 1.78 | 1.79 | 1.76 | 2.76 | 2.68 | 10.30 | 27.37 | 0.42 |
| Draw Down(%) | NA | 5.49 | 8.01 | 11.61 | 12.32 | NA | NA | … | … | 5.49 | 7.63 | 3.51 | 5.92 | 7.59 | 4.16 | 6.39 | 0.88 | 6.49 | 1.05 | 3.26 | 5.39 | 1.67 | 3.98 | 0.56 | 2.37 | 2.23 | 4.18 | 22.47 | 0.05 |
| Yield(%) | 0.00 | 2.84 | 2.95 | 2.30 | 2.33 | 2.41 | 3.06 | … | … | 0.82 | 2.71 | 2.94 | 2.76 | 1.46 | 2.15 | 1.40 | 2.64 | 2.09 | 2.53 | 2.20 | 2.41 | 2.24 | 3.43 | 3.19 | 3.52 | 7.08 | 9.56 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/18/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIRAX (SIERRA CORE RETIREMENT FUND SIERRA CORE RETIREMENT FUND CLASS A) |
-1.67%
Oct 2020 – Oct 2023 |
0.19%
Dec 2017 – Dec 2022 |
1.17%
Oct 2013 – Oct 2023 |
2.01%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIRAX (SIERRA CORE RETIREMENT FUND SIERRA CORE RETIREMENT FUND CLASS A) |
19.79%
Nov 2008 – Nov 2011 |
12.93%
Nov 2008 – Nov 2013 |
7.23%
Nov 2008 – Nov 2018 |
5.16%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart