Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRFNX (Sierra Tactical Risk Spectrum 50 Fund Investor Class) | 1.60% | 9.13% | 6.20% | 1.69% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/25/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRFNX (Sierra Tactical Risk Spectrum 50 Fund Investor Class) | 05/25/2021 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.08 | 9.13 | 6.20 | 1.69 | NA | NA | NA | … | … | 1.60 | 5.67 | 7.31 | 6.94 | -10.11 | -0.46 |
| Sharpe Ratio | NA | 1.49 | 0.60 | -0.05 | NA | NA | NA | … | … | 0.99 | 0.40 | 0.54 | 0.53 | -1.72 | -0.13 |
| Standard Deviation(%) | NA | 6.23 | 6.69 | 6.65 | NA | NA | NA | … | … | 7.17 | 6.92 | 6.80 | 6.27 | 6.74 | 5.85 |
| Draw Down(%) | NA | 5.54 | 8.76 | 14.49 | NA | NA | NA | … | … | 5.54 | 8.76 | 4.52 | 5.93 | 11.74 | 4.47 |
| Yield(%) | 0.00 | 2.40 | 2.48 | 1.81 | 0.92 | 0.61 | 0.46 | … | … | 0.33 | 2.28 | 2.60 | 2.26 | 1.19 | 1.15 |
Data as of 06/10/2026, Common starting date is 05/25/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRFNX (Sierra Tactical Risk Spectrum 50 Fund Investor Class) |
0.14%
Aug 2021 – Aug 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRFNX (Sierra Tactical Risk Spectrum 50 Fund Investor Class) |
7.62%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart