Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRSNX (Sierra Tactical Risk Spectrum 70 Inv) | 4.45% | 12.75% | 7.09% | NA | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 03/31/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRSNX (Sierra Tactical Risk Spectrum 70 Inv) | 03/31/2023 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.01 | 12.75 | 7.09 | NA | NA | NA | NA | … | … | 4.45 | 5.61 | 7.73 | 5.70 |
| Sharpe Ratio | NA | 1.14 | 0.43 | NA | NA | NA | NA | … | … | 0.76 | 0.30 | 0.47 | 0.54 |
| Standard Deviation(%) | NA | 8.88 | 8.85 | NA | NA | NA | NA | … | … | 10.11 | 9.18 | 8.78 | 7.30 |
| Draw Down(%) | NA | 6.94 | 12.32 | NA | NA | NA | NA | … | … | 6.94 | 11.21 | 6.15 | 7.15 |
| Yield(%) | 0.00 | 1.64 | 1.70 | 1.04 | 0.52 | 0.35 | 0.26 | … | … | 0.18 | 1.56 | 1.73 | 1.49 |
Data as of 06/12/2026, Common starting date is 03/31/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRSNX (Sierra Tactical Risk Spectrum 70 Inv) |
6.89%
Apr 2023 – Apr 2026 |
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 |
|---|---|---|---|---|
| SRSNX (Sierra Tactical Risk Spectrum 70 Inv) |
8.34%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart