Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIRIX (SIERRA CORE RETIREMENT FUND SIERRA CORE RETIREMENT FUND CLASS I) | 5.32% | 12.64% | 6.48% | 1.86% | 2.81% | 2.51% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIRIX (SIERRA CORE RETIREMENT FUND SIERRA CORE RETIREMENT FUND CLASS I) | 12/27/2007 | 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 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.42 | 12.64 | 6.48 | 1.86 | 2.81 | 2.51 | NA | … | … | 5.32 | 4.74 | 5.05 | 4.03 | -6.82 | 0.16 | 4.81 | 7.71 | -4.24 | 7.49 | 3.95 | -2.68 | 5.24 | -2.01 | 6.86 | 3.09 | 7.66 | 29.31 | -3.95 | -0.05 |
| Sharpe Ratio | NA | 1.68 | 0.58 | -0.12 | 0.29 | NA | NA | … | … | 1.31 | 0.32 | 0.27 | 0.08 | -1.91 | 0.05 | 1.30 | 3.06 | -1.92 | 3.33 | 1.65 | -1.24 | 2.87 | -1.16 | 3.94 | 1.05 | 2.73 | 2.83 | -1.34 | -14.75 |
| Standard Deviation(%) | NA | 6.03 | 5.67 | 5.07 | 4.04 | NA | NA | … | … | 7.52 | 5.84 | 5.30 | 4.45 | 4.34 | 2.68 | 3.49 | 2.04 | 2.94 | 2.06 | 2.27 | 2.19 | 1.82 | 1.77 | 1.74 | 2.90 | 2.78 | 10.33 | 3.66 | 0.56 |
| Draw Down(%) | NA | 5.42 | 7.99 | 11.60 | 11.60 | NA | NA | … | … | 5.42 | 7.61 | 3.52 | 5.93 | 7.60 | 3.35 | 6.36 | 0.89 | 6.46 | 1.01 | 3.27 | 5.40 | 1.71 | 3.95 | 0.56 | 2.52 | 2.23 | 4.17 | 6.19 | 0.05 |
| Yield(%) | 0.00 | 2.84 | 2.95 | 2.30 | 2.33 | 2.40 | 3.05 | … | … | 0.81 | 2.70 | 2.95 | 2.75 | 1.46 | 2.15 | 1.41 | 2.64 | 2.09 | 2.53 | 2.19 | 2.40 | 2.25 | 3.43 | 3.17 | 3.55 | 6.88 | 9.79 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIRIX (SIERRA CORE RETIREMENT FUND SIERRA CORE RETIREMENT FUND CLASS I) |
-1.67%
Oct 2020 – Oct 2023 |
0.17%
Sep 2018 – Sep 2023 |
1.17%
Oct 2013 – Oct 2023 |
1.99%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIRIX (SIERRA CORE RETIREMENT FUND SIERRA CORE RETIREMENT FUND CLASS I) |
14.25%
Mar 2009 – Mar 2012 |
9.69%
Mar 2009 – Mar 2014 |
5.74%
Mar 2009 – Mar 2019 |
4.44%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart