Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STMHX (Sierra Tactical Municipal Fund Class C Shares) | 1.22% | 4.52% | 1.34% | -0.16% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/11/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STMHX (Sierra Tactical Municipal Fund Class C Shares) | 09/11/2019 | 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 (%) | 0.46 | 4.52 | 1.34 | -0.16 | NA | NA | NA | … | … | 1.22 | -2.03 | 0.88 | 3.19 | -3.90 | 2.25 | 3.23 | 0.23 |
| Sharpe Ratio | NA | 0.51 | -0.50 | -0.78 | NA | NA | NA | … | … | -0.08 | -1.12 | -0.71 | -0.14 | -1.68 | 1.46 | 0.62 | -0.20 |
| Standard Deviation(%) | NA | 2.64 | 3.80 | 3.44 | NA | NA | NA | … | … | 2.94 | 4.39 | 3.84 | 3.27 | 3.18 | 1.52 | 4.79 | 1.98 |
| Draw Down(%) | NA | 2.62 | 8.45 | 8.82 | NA | NA | NA | … | … | 2.62 | 7.39 | 2.95 | 6.76 | 6.45 | 2.41 | 9.89 | 1.27 |
| Yield(%) | 0.00 | 2.40 | 2.06 | 2.05 | 1.33 | 0.89 | 0.66 | … | … | 0.80 | 2.39 | 1.94 | 1.46 | 0.61 | 4.12 | 1.48 | 0.79 |
Data as of 06/04/2026, Common starting date is 09/11/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STMHX (Sierra Tactical Municipal Fund Class C Shares) |
-0.82%
May 2022 – May 2025 |
-0.20%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STMHX (Sierra Tactical Municipal Fund Class C Shares) |
2.71%
Apr 2020 – Apr 2023 |
1.88%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart