Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STBNX (Sierra Tactical Bond Fund Investor Class Shares) | 0.55% | 4.74% | 3.87% | 1.52% | 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 |
|---|---|---|
| STBNX (Sierra Tactical Bond Fund Investor 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 (%) | 0.04 | 4.74 | 3.87 | 1.52 | NA | NA | NA | … | … | 0.55 | -0.22 | 6.17 | 6.97 | -4.47 | 1.11 | 15.57 | 2.41 |
| Sharpe Ratio | NA | 0.81 | 0.24 | -0.24 | NA | NA | NA | … | … | -0.34 | -0.77 | 0.76 | 0.73 | -1.55 | 0.30 | 1.71 | 6.03 |
| Standard Deviation(%) | NA | 3.05 | 3.86 | 3.99 | NA | NA | NA | … | … | 3.68 | 4.05 | 3.34 | 4.57 | 3.82 | 3.61 | 8.94 | 1.50 |
| Draw Down(%) | NA | 2.44 | 6.96 | 8.03 | NA | NA | NA | … | … | 2.44 | 6.96 | 1.91 | 3.99 | 5.13 | 3.47 | 5.22 | 0.48 |
| Yield(%) | 0.00 | 4.80 | 4.98 | 3.57 | 2.92 | 1.94 | 1.46 | … | … | 1.38 | 4.86 | 5.25 | 4.61 | 1.35 | 2.70 | 7.08 | 0.89 |
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 |
|---|---|---|---|---|
| STBNX (Sierra Tactical Bond Fund Investor Class Shares) |
0.54%
Nov 2020 – Nov 2023 |
1.55%
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 |
|---|---|---|---|---|
| STBNX (Sierra Tactical Bond Fund Investor Class Shares) |
4.87%
Jan 2020 – Jan 2023 |
5.65%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart