Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRFQX (Sierra Tactical Risk Spectrum 50 Fund Class A Shares) | 4.07% | 12.08% | 7.42% | 2.33% | 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 |
|---|---|---|
| SRFQX (Sierra Tactical Risk Spectrum 50 Fund Class A Shares) | 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 (%) | 0.20 | 12.08 | 7.42 | 2.33 | NA | NA | NA | … | … | 4.07 | 5.80 | 7.34 | 7.11 | -9.96 | -0.40 |
| Sharpe Ratio | NA | 1.56 | 0.65 | -0.01 | NA | NA | NA | … | … | 0.95 | 0.42 | 0.55 | 0.55 | -1.69 | -0.12 |
| Standard Deviation(%) | NA | 6.21 | 6.70 | 6.66 | NA | NA | NA | … | … | 7.26 | 6.93 | 6.80 | 6.32 | 6.75 | 5.80 |
| Draw Down(%) | NA | 5.55 | 8.71 | 14.33 | NA | NA | NA | … | … | 5.55 | 8.71 | 4.52 | 5.89 | 11.61 | 4.43 |
| Yield(%) | 0.00 | 2.66 | 2.70 | 1.95 | 0.99 | 0.66 | 0.49 | … | … | 0.39 | 2.49 | 2.76 | 2.43 | 1.31 | 1.21 |
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 |
|---|---|---|---|---|
| SRFQX (Sierra Tactical Risk Spectrum 50 Fund Class A Shares) |
0.28%
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 |
|---|---|---|---|---|
| SRFQX (Sierra Tactical Risk Spectrum 50 Fund Class A Shares) |
7.76%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart