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Sierra Tactical Core Income A (SSIZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.88+0.08 (+0.40%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.23%
5-Year Average Return1.51%
Number of Years Up9
Number of Years Down3
Best 1 Yr Total Return (May 2, 2024)9.24%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return9.24%
Worst 3-Yr Total Return-0.55%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSSIZXCategory
YTD-0.63%1.90%
1-Month-1.55%0.35%
3-Month-0.68%1.41%
1-Year2.57%7.92%
3-Year-0.80%3.65%
5-Year1.35%3.77%
10-Year2.08%2.82%
Last Bull Market6.88%6.13%
Last Bear Market-2.76%-3.74%

Annual Total Return (%) History

Year
SSIZXCategory
2024
N/AN/A
2023
3.69%N/A
2022
-5.30%N/A
2021
0.17%N/A
2020
4.74%3.44%
2019
7.78%6.69%
2018
-1.37%-1.17%
2017
5.44%4.06%
2016
5.96%5.28%
2015
-1.15%-1.41%
2014
6.65%1.24%
2013
0.03%0.29%
2012
9.24%7.50%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20240.93%N/AN/AN/A
20230.02%-0.58%-1.00%5.33%
2022-2.08%-2.76%-0.77%0.23%
2021-0.65%2.27%-0.38%-1.04%
2020-3.12%2.37%2.10%3.44%
20192.67%2.65%1.05%1.21%
2018-0.66%-0.41%0.90%-1.20%
20171.58%1.36%1.70%0.70%
20162.12%3.11%1.96%-1.31%
20151.37%-1.91%-0.50%-0.10%
20143.19%3.30%-0.25%0.29%
20131.32%-1.33%-0.67%0.72%
20122.93%0.77%3.57%1.69%

Rank In Category (By Total Return)

YTD76
1-Month74
3-Month72
1-Year78
3-Year71
5-Year65

Load Adjusted Returns

1-Year-1.27%
3-Year-2.05%
5-Year0.58%
10-Year1.69%