Nasdaq - Delayed Quote • USD
Sierra Tactical Core Income C (SSICX)
At close: 8:00 PM EDT
Performance Overview
Morningstar Return Rating | -- |
YTD Return | 4.17% |
5y Average Return | 1.08% |
Number of Years Up | 7 |
Number of Years Down | 5 |
Best 1Y Total Return (Sep 5, 2024) | 8.51% |
Worst 1Y Total Return (Sep 5, 2024) | -- |
Best 3Y Total Return | 8.51% |
Worst 3Y Total Return | -1.14% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
SSICX
Category
- YTD
- 3.40%
- 1.90%
- 1-Month
- 0.90%
- 0.35%
- 3-Month
- 3.18%
- 1.41%
- 1-Year
- 7.78%
- 7.92%
- 3-Year
- -0.50%
- 3.65%
- 5-Year
- 0.94%
- 3.77%
- 10-Year
- 1.61%
- 2.82%
- Last Bull Market
- 6.65%
- 6.13%
- Last Bear Market
- -2.86%
- -3.74%
Annual Total Return (%) History
Year
SSICX
Category
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.80% | -0.00% | -- | -- |
2023 | -0.13% | -0.74% | -1.16% | 5.20% |
2022 | -2.24% | -2.86% | -0.97% | 0.13% |
2021 | -0.83% | 2.13% | -0.48% | -1.23% |
2020 | -3.26% | 2.24% | 1.95% | 3.30% |
2019 | 2.53% | 2.46% | 0.90% | 1.07% |
2018 | -0.84% | -0.57% | 0.76% | -1.35% |
2017 | 1.44% | 1.17% | 1.56% | 0.60% |
2016 | 1.93% | 2.97% | 1.82% | -1.45% |
2015 | 1.24% | -2.05% | -0.65% | -0.24% |
2014 | 3.00% | 3.15% | -0.34% | 0.11% |
2013 | 1.20% | -1.50% | -0.78% | 0.57% |
2012 | 2.76% | 0.61% | 3.42% | 1.49% |
Rank in Category (By Total Return)
YTD | 83 |
1-Month | 62 |
3-Month | 50 |
1-Year | 66 |
3-Year | 82 |
5-Year | 80 |
Load Adjusted Returns
1-Year | 7.78% |
3-Year | -0.50% |
5-Year | 0.94% |
10-Year | 1.61% |
Performance & Risk
YTD Return | 4.17% |
5y Average Return | 1.08% |
Rank in Category (ytd) | 83 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 0.43 |
Morningstar Risk Rating |
Fund Overview
Category | Nontraditional Bond |
Fund Family | Sierra Mutual Funds |
Net Assets | 1.52B |
YTD Return | 3.40% |
Yield | 3.73% |
Morningstar Rating | |
Inception Date | Dec 27, 2011 |
Fund Summary
The fund invests in (1) open-end investment companies (mutual funds), (2) exchange-traded funds ("ETFs"). It invests in underlying funds without restriction as to issuer credit quality (including "high-yield" or "junk bonds"), capitalization, country or the individual security maturity of the securities held by the underlying funds.
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