Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STBJX (Sierra Tactical Bond Fund Instl Class Shares) | 0.68% | 5.15% | 4.29% | 1.92% | 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 |
|---|---|---|
| STBJX (Sierra Tactical Bond Fund Instl Class 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 (%) | 0.08 | 5.15 | 4.29 | 1.92 | NA | NA | NA | … | … | 0.68 | 0.22 | 6.56 | 7.38 | -4.06 | 1.50 | 16.02 | 2.49 |
| Sharpe Ratio | NA | 0.92 | 0.35 | -0.14 | NA | NA | NA | … | … | -0.28 | -0.66 | 0.88 | 0.82 | -1.44 | 0.41 | 1.76 | 6.12 |
| Standard Deviation(%) | NA | 3.07 | 3.88 | 4.00 | NA | NA | NA | … | … | 3.76 | 4.08 | 3.35 | 4.56 | 3.82 | 3.62 | 8.93 | 1.53 |
| Draw Down(%) | NA | 2.40 | 6.91 | 7.63 | NA | NA | NA | … | … | 2.40 | 6.91 | 1.87 | 3.88 | 4.76 | 3.44 | 5.22 | 0.44 |
| Yield(%) | 0.00 | 5.15 | 5.35 | 3.89 | 3.16 | 2.11 | 1.58 | … | … | 1.51 | 5.23 | 5.63 | 5.00 | 1.53 | 3.09 | 7.47 | 0.96 |
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 |
|---|---|---|---|---|
| STBJX (Sierra Tactical Bond Fund Instl Class Shares) |
0.94%
Nov 2020 – Nov 2023 |
1.95%
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 |
|---|---|---|---|---|
| STBJX (Sierra Tactical Bond Fund Instl Class Shares) |
5.29%
Jan 2020 – Jan 2023 |
6.07%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart