Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRFJX (Sierra Tactical Risk Spectrum 50 Fund Instl Class) | 4.18% | 12.37% | 7.70% | 2.60% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/25/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRFJX (Sierra Tactical Risk Spectrum 50 Fund Instl Class) | 05/25/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.24 | 12.37 | 7.70 | 2.60 | NA | NA | NA | … | … | 4.18 | 6.09 | 7.65 | 7.33 | -9.72 | -0.27 |
| Sharpe Ratio | NA | 1.61 | 0.69 | 0.03 | NA | NA | NA | … | … | 0.98 | 0.47 | 0.59 | 0.59 | -1.66 | -0.08 |
| Standard Deviation(%) | NA | 6.20 | 6.70 | 6.65 | NA | NA | NA | … | … | 7.25 | 6.91 | 6.80 | 6.30 | 6.75 | 5.79 |
| Draw Down(%) | NA | 5.51 | 8.71 | 14.07 | NA | NA | NA | … | … | 5.51 | 8.71 | 4.52 | 5.83 | 11.43 | 4.35 |
| Yield(%) | 0.00 | 2.85 | 2.95 | 2.17 | 1.10 | 0.73 | 0.55 | … | … | 0.42 | 2.72 | 3.02 | 2.69 | 1.55 | 1.34 |
Data as of 06/05/2026, Common starting date is 05/25/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRFJX (Sierra Tactical Risk Spectrum 50 Fund Instl Class) |
0.54%
Aug 2021 – Aug 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRFJX (Sierra Tactical Risk Spectrum 50 Fund Instl Class) |
8.02%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart