Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRFKX (Sierra Tactical Risk Spectrum 50 Fund CLass C Shares) | 3.76% | 11.25% | 6.63% | 1.59% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/25/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRFKX (Sierra Tactical Risk Spectrum 50 Fund CLass C Shares) | 05/25/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 11.25 | 6.63 | 1.59 | NA | NA | NA | … | … | 3.76 | 5.02 | 6.76 | 6.11 | -10.62 | -0.81 |
| Sharpe Ratio | NA | 1.43 | 0.53 | -0.13 | NA | NA | NA | … | … | 0.84 | 0.31 | 0.48 | 0.39 | -1.80 | -0.24 |
| Standard Deviation(%) | NA | 6.19 | 6.64 | 6.60 | NA | NA | NA | … | … | 7.21 | 6.94 | 6.58 | 6.31 | 6.74 | 5.79 |
| Draw Down(%) | NA | 5.57 | 8.83 | 15.08 | NA | NA | NA | … | … | 5.57 | 8.79 | 4.55 | 6.06 | 12.15 | 4.62 |
| Yield(%) | 0.00 | 1.86 | 2.00 | 1.40 | 0.71 | 0.47 | 0.35 | … | … | 0.19 | 1.76 | 2.05 | 1.90 | 0.74 | 0.99 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| SRFKX (Sierra Tactical Risk Spectrum 50 Fund CLass C Shares) |
-0.36%
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 |
|---|---|---|---|---|
| SRFKX (Sierra Tactical Risk Spectrum 50 Fund CLass C Shares) |
6.97%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart