Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STBDX (Sierra Tactical Bond Fund Class C Shares) | 0.32% | 4.17% | 3.26% | 0.92% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/02/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STBDX (Sierra Tactical Bond Fund Class C Shares) | 10/02/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 4.17 | 3.26 | 0.92 | NA | NA | NA | … | … | 0.32 | -0.81 | 5.54 | 6.28 | -5.03 | 0.51 | 14.97 | 2.45 |
| Sharpe Ratio | NA | 0.60 | 0.08 | -0.39 | NA | NA | NA | … | … | -0.49 | -0.91 | 0.57 | 0.58 | -1.69 | 0.13 | 1.64 | 6.12 |
| Standard Deviation(%) | NA | 3.07 | 3.88 | 4.01 | NA | NA | NA | … | … | 3.71 | 4.08 | 3.36 | 4.58 | 3.83 | 3.62 | 8.94 | 1.51 |
| Draw Down(%) | NA | 2.50 | 7.11 | 8.64 | NA | NA | NA | … | … | 2.50 | 7.11 | 1.93 | 4.16 | 5.72 | 3.52 | 5.30 | 0.48 |
| Yield(%) | 0.00 | 4.36 | 4.46 | 3.12 | 2.61 | 1.74 | 1.30 | … | … | 1.28 | 4.33 | 4.69 | 4.06 | 1.13 | 2.18 | 6.71 | 0.92 |
Data as of 06/04/2026, Common starting date is 10/02/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STBDX (Sierra Tactical Bond Fund Class C Shares) |
-0.07%
Nov 2020 – Nov 2023 |
0.93%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STBDX (Sierra Tactical Bond Fund Class C Shares) |
4.27%
Nov 2019 – Nov 2022 |
5.02%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart