Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSICX (SIERRA STRATEGIC INCOME FUND SIERRA STRATEGIC INCOME FUND CLASS C SHARES) | 0.65% | 4.66% | 3.68% | 0.45% | 1.85% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/27/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSICX (SIERRA STRATEGIC INCOME FUND SIERRA STRATEGIC INCOME FUND CLASS C SHARES) | 12/27/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.36 | 4.66 | 3.68 | 0.45 | 1.85 | NA | NA | … | … | 0.65 | 2.80 | 3.21 | 3.04 | -5.79 | -0.44 | 4.15 | 7.13 | -1.96 | 4.80 | 5.07 | -1.71 | 5.99 | -1.22 | 9.12 | 0.00 |
| Sharpe Ratio | NA | 0.78 | 0.14 | -0.69 | 0.08 | NA | NA | … | … | -0.55 | -0.03 | -0.13 | -0.16 | -2.79 | -0.29 | 1.22 | 3.80 | -1.96 | 2.59 | 2.54 | -1.09 | 3.47 | -0.82 | 5.68 | 0.00 |
| Standard Deviation(%) | NA | 2.66 | 3.20 | 3.01 | 2.58 | NA | NA | … | … | 3.26 | 2.69 | 3.27 | 3.83 | 2.60 | 1.61 | 3.19 | 1.49 | 1.72 | 1.60 | 1.92 | 1.59 | 1.72 | 1.53 | 1.61 | NA |
| Draw Down(%) | NA | 2.87 | 4.06 | 10.42 | 10.42 | NA | NA | … | … | 2.87 | 3.46 | 2.35 | 5.36 | 6.08 | 2.39 | 5.88 | 0.97 | 3.23 | 0.76 | 2.41 | 3.52 | 1.71 | 3.82 | 0.87 | 0.00 |
| Yield(%) | 0.00 | 3.22 | 3.66 | 2.53 | 2.39 | 2.44 | 1.83 | … | … | 0.85 | 3.88 | 3.72 | 3.18 | 0.93 | 1.89 | 1.82 | 2.30 | 1.94 | 2.60 | 1.89 | 2.67 | 1.99 | 3.09 | 2.74 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/27/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSICX (SIERRA STRATEGIC INCOME FUND SIERRA STRATEGIC INCOME FUND CLASS C SHARES) |
-1.91%
Oct 2020 – Oct 2023 |
0.22%
Sep 2018 – Sep 2023 |
1.33%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSICX (SIERRA STRATEGIC INCOME FUND SIERRA STRATEGIC INCOME FUND CLASS C SHARES) |
4.53%
Jan 2012 – Jan 2015 |
3.79%
Dec 2015 – Dec 2020 |
2.72%
Jan 2012 – Jan 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart