Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIRJX (SIERRA CORE RETIREMENT FUND SIERRA CORE RETIREMENT FUND CLASS I1 SHARES) | 5.24% | 12.47% | 6.32% | 1.77% | 2.65% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/08/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIRJX (SIERRA CORE RETIREMENT FUND SIERRA CORE RETIREMENT FUND CLASS I1 SHARES) | 06/08/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.42 | 12.47 | 6.32 | 1.77 | 2.65 | NA | NA | … | … | 5.24 | 4.60 | 4.88 | 3.86 | -6.97 | 0.30 | 4.56 | 7.66 | -4.35 | 7.32 | 3.28 | -2.79 | 5.05 | -2.15 | 4.65 |
| Sharpe Ratio | NA | 1.65 | 0.55 | -0.14 | 0.25 | NA | NA | … | … | 1.29 | 0.29 | 0.24 | 0.05 | -1.93 | 0.10 | 1.23 | 3.04 | -2.01 | 3.74 | 1.29 | -1.24 | 2.81 | -1.14 | 4.94 |
| Standard Deviation(%) | NA | 6.02 | 5.68 | 5.08 | 4.04 | NA | NA | … | … | 7.50 | 5.87 | 5.31 | 4.46 | 4.37 | 2.66 | 3.51 | 2.04 | 2.87 | 1.79 | 2.38 | 2.28 | 1.79 | 1.92 | 1.71 |
| Draw Down(%) | NA | 5.49 | 8.03 | 11.65 | 11.65 | NA | NA | … | … | 5.49 | 7.66 | 3.53 | 6.04 | 7.71 | 3.43 | 6.39 | 0.88 | 6.60 | 1.04 | 3.80 | 5.51 | 1.74 | 4.04 | 0.41 |
| Yield(%) | 0.00 | 2.67 | 2.76 | 2.21 | 2.14 | 2.04 | 1.53 | … | … | 0.77 | 2.54 | 2.76 | 2.55 | 1.33 | 2.32 | 1.24 | 2.45 | 1.89 | 2.35 | 1.52 | 2.21 | 2.08 | 3.31 | 1.77 |
Data as of 06/04/2026, Common starting date is 06/08/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIRJX (SIERRA CORE RETIREMENT FUND SIERRA CORE RETIREMENT FUND CLASS I1 SHARES) |
-1.72%
Oct 2020 – Oct 2023 |
0.09%
Sep 2018 – Sep 2023 |
1.00%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIRJX (SIERRA CORE RETIREMENT FUND SIERRA CORE RETIREMENT FUND CLASS I1 SHARES) |
6.40%
May 2023 – May 2026 |
3.72%
Jan 2016 – Jan 2021 |
2.78%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart