Sierra Mutual Funds Mutual Funds List
Here you can find all mutual funds issued by Sierra Mutual Funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 1.49%
- Avg. 1 Year Return
- 5.72%
- Avg. 5 Year Return
- 1.35%
- Median Risk/Return Score
- 45 / 100
Sierra Mutual Funds Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sierra Tactical Core Income Fund | Nontraditional Bonds | Dec 26, 2011 | 1.35% | 1.15% | 2.49% | 4.03% | 46 | ||||||||
| Sierra Tactical Bond Fund | Nontraditional Bonds | Sep 30, 2019 | 1.63% | 1.00% | — | 5.25% | 43 |
Explore top Sierra Mutual Funds Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Sierra Mutual Funds Mutual funds by Risk/Return Score
The top Sierra Mutual Funds Mutual funds by PortfoliosLab Risk/Return Score are SSIIX (46) and STBNX (43).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Sierra Tactical Core Income Fund | 46 | — | Dec 2011 | |
| Sierra Tactical Bond Fund | 43 | — | Sep 2019 |
Best-Performing Sierra Mutual Funds Mutual funds Over 5 Years
The top Sierra Mutual Funds Mutual funds is STBNX (1.61%).
Across the lineup, Sierra Mutual Funds Mutual funds show an average 1-year return of 5.72% and an average 5-year return of 1.35%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Sierra Tactical Bond Fund | 1.61% | — | Sep 2019 | |
| Sierra Tactical Core Income Fund | 1.08% | — | Dec 2011 |
Lowest-Cost Sierra Mutual Funds Mutual funds
The top Sierra Mutual Funds Mutual funds is SSIIX (1.35%).
With an average expense ratio of 1.49%, Sierra Mutual Funds Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Sierra Tactical Core Income Fund | 1.35% | — | Dec 2011 | |
| Sierra Tactical Bond Fund | 1.63% | — | Sep 2019 |
Highest-Yield Sierra Mutual Funds Mutual funds
The top Sierra Mutual Funds Mutual funds is STBNX (5.25%).
Across the lineup, Sierra Mutual Funds Mutual funds show an average dividend yield of 4.64%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Sierra Tactical Bond Fund | 5.25% | — | Sep 2019 | |
| Sierra Tactical Core Income Fund | 4.03% | — | Dec 2011 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.