Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIRRX (SIERRA CORE RETIREMENT FUND SIERRA CORE RETIREMENT FUND CLASS R) | 5.43% | 12.93% | 6.75% | 2.12% | 3.07% | 2.77% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIRRX (SIERRA CORE RETIREMENT FUND SIERRA CORE RETIREMENT FUND CLASS R) | 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 (%) | 0.43 | 12.93 | 6.75 | 2.12 | 3.07 | 2.77 | NA | … | … | 5.43 | 5.01 | 5.31 | 4.30 | -6.57 | 0.38 | 4.98 | 8.08 | -3.98 | 7.73 | 4.21 | -2.42 | 5.41 | -1.80 | 7.05 | 3.58 | 7.97 | 29.43 | -4.05 | -0.05 |
| Sharpe Ratio | NA | 1.72 | 0.62 | -0.07 | 0.36 | NA | NA | … | … | 1.35 | 0.36 | 0.32 | 0.15 | -1.84 | 0.13 | 1.36 | 3.30 | -1.81 | 3.39 | 1.77 | -1.12 | 2.99 | -1.02 | 3.93 | 0.55 | 2.88 | 2.85 | -0.18 | -14.75 |
| Standard Deviation(%) | NA | 6.04 | 5.68 | 5.07 | 4.05 | NA | NA | … | … | 7.53 | 5.86 | 5.29 | 4.44 | 4.36 | 2.68 | 3.46 | 2.00 | 2.97 | 2.09 | 2.25 | 2.19 | 1.80 | 1.81 | 1.80 | 6.47 | 2.73 | 10.29 | 27.29 | 0.56 |
| Draw Down(%) | NA | 5.44 | 7.91 | 11.07 | 11.07 | NA | NA | … | … | 5.44 | 7.59 | 3.50 | 5.73 | 7.39 | 3.25 | 6.34 | 0.87 | 6.24 | 1.01 | 3.22 | 5.28 | 1.63 | 3.91 | 0.57 | 4.89 | 2.20 | 4.18 | 22.42 | 0.05 |
| Yield(%) | 0.00 | 3.12 | 3.25 | 2.55 | 2.60 | 2.66 | 3.32 | … | … | 0.88 | 2.99 | 3.24 | 3.04 | 1.65 | 2.43 | 1.67 | 2.92 | 2.36 | 2.81 | 2.48 | 2.65 | 2.49 | 3.63 | 3.42 | 3.89 | 7.56 | 10.08 | 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 |
|---|---|---|---|---|
| SIRRX (SIERRA CORE RETIREMENT FUND SIERRA CORE RETIREMENT FUND CLASS R) |
-1.43%
Oct 2020 – Oct 2023 |
0.43%
Dec 2017 – Dec 2022 |
1.41%
Oct 2013 – Oct 2023 |
2.25%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIRRX (SIERRA CORE RETIREMENT FUND SIERRA CORE RETIREMENT FUND CLASS R) |
19.97%
Nov 2008 – Nov 2011 |
13.13%
Nov 2008 – Nov 2013 |
7.45%
Nov 2008 – Nov 2018 |
5.39%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart