Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIRCX (SIERRA CORE RETIREMENT FUND SIERRA CORE RETIREMENT FUND CLASS C) | 4.96% | 11.77% | 5.68% | 1.10% | 2.02% | 1.74% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/10/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIRCX (SIERRA CORE RETIREMENT FUND SIERRA CORE RETIREMENT FUND CLASS C) | 02/10/2010 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.38 | 11.77 | 5.68 | 1.10 | 2.02 | 1.74 | NA | … | … | 4.96 | 3.98 | 4.26 | 3.22 | -7.48 | -0.64 | 3.98 | 7.02 | -4.96 | 6.66 | 2.85 | -3.41 | 4.44 | -2.55 | 6.09 | 2.35 | 5.40 |
| Sharpe Ratio | NA | 1.54 | 0.44 | -0.27 | 0.10 | NA | NA | … | … | 1.19 | 0.19 | 0.12 | -0.10 | -2.06 | -0.25 | 1.07 | 2.78 | -2.20 | 3.14 | 1.13 | -1.57 | 2.46 | -1.51 | 3.76 | 0.85 | 2.72 |
| Standard Deviation(%) | NA | 6.05 | 5.68 | 5.07 | 4.04 | NA | NA | … | … | 7.55 | 5.85 | 5.30 | 4.43 | 4.34 | 2.69 | 3.46 | 2.00 | 2.89 | 1.92 | 2.34 | 2.19 | 1.80 | 1.71 | 1.62 | 2.74 | 2.20 |
| Draw Down(%) | NA | 5.52 | 8.21 | 13.19 | 13.19 | NA | NA | … | … | 5.52 | 7.73 | 3.54 | 6.44 | 8.08 | 3.73 | 6.46 | 0.90 | 7.05 | 1.04 | 3.75 | 5.88 | 1.89 | 4.29 | 0.60 | 2.69 | 2.29 |
| Yield(%) | 0.00 | 2.05 | 2.15 | 1.65 | 1.56 | 1.68 | 1.59 | … | … | 0.62 | 1.94 | 2.13 | 1.97 | 1.02 | 1.38 | 0.77 | 1.84 | 1.35 | 1.73 | 1.05 | 1.66 | 1.45 | 2.88 | 2.42 | 2.99 | 5.01 |
Data as of 06/04/2026, Common starting date is 02/10/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIRCX (SIERRA CORE RETIREMENT FUND SIERRA CORE RETIREMENT FUND CLASS C) |
-2.40%
Oct 2020 – Oct 2023 |
-0.57%
Sep 2018 – Sep 2023 |
0.38%
Oct 2013 – Oct 2023 |
1.23%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIRCX (SIERRA CORE RETIREMENT FUND SIERRA CORE RETIREMENT FUND CLASS C) |
5.77%
May 2023 – May 2026 |
3.14%
Jan 2016 – Jan 2021 |
2.20%
Aug 2011 – Aug 2021 |
1.71%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart