Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSIYX (SIERRA STRATEGIC INCOME FUND SIERRA STRATEGIC INCOME FUND CLASS Y SHARES) | NA | 6.56% | 3.72% | 3.25% | NA | NA | NA | … | … |
Data as of 12/23/2019, Common starting date is 12/23/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSIYX (SIERRA STRATEGIC INCOME FUND SIERRA STRATEGIC INCOME FUND CLASS Y SHARES) | 12/23/2011 | 12/23/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.56 | 3.72 | 3.25 | NA | NA | NA | … | … | 6.29 | -0.98 | 5.79 | 5.88 | -0.75 | 6.99 | -0.32 | 9.89 | -0.10 |
| Sharpe Ratio | NA | 4.54 | 1.70 | 1.55 | NA | NA | NA | … | … | 4.49 | -1.32 | 3.18 | 2.92 | -0.49 | 4.05 | -0.21 | 6.09 | -7.70 |
| Standard Deviation(%) | NA | 1.18 | 1.53 | 1.64 | NA | NA | NA | … | … | 1.11 | 1.75 | 1.63 | 1.93 | 1.60 | 1.72 | 1.65 | 1.63 | 0.79 |
| Draw Down(%) | NA | 0.24 | 2.40 | 2.89 | NA | NA | NA | … | … | 0.24 | 2.40 | 0.67 | 2.31 | 2.89 | 1.47 | 3.51 | 0.78 | 0.10 |
| Yield(%) | 0.00 | 1.99 | 2.79 | 2.90 | 2.59 | 1.73 | 1.30 | … | … | 1.44 | 2.94 | 3.61 | 2.81 | 3.64 | 3.00 | 4.01 | 3.61 | 0.00 |
Data as of 12/23/2019, Common starting date is 12/23/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSIYX (SIERRA STRATEGIC INCOME FUND SIERRA STRATEGIC INCOME FUND CLASS Y SHARES) |
1.91%
Dec 2012 – Dec 2015 |
2.81%
Apr 2013 – Apr 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSIYX (SIERRA STRATEGIC INCOME FUND SIERRA STRATEGIC INCOME FUND CLASS Y SHARES) |
5.50%
Jan 2012 – Jan 2015 |
4.28%
May 2012 – May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart