Sierra Tactical All Asset Fund (SIRIX) belongs to the Tactical Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SIRIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SIRIX
SIRIX charges 1.70% annually. There are 57 mutual funds in the Tactical Allocation category with lower expense ratios, going as low as 0.19%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | SIRIX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | SIRIX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | SIRIX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | SIRIX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | SIRIX vs GPIFX |
Best Risk-Adjusted Alternatives to SIRIX
SIRIX has a PortfoliosLab risk / return rank of 42. There are 53 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 93 | — | Oct 2009 | SIRIX vs ASTIX | |
| Hussman Strategic Total Return Fund | 92 | — | Sep 2002 | SIRIX vs HSTRX | |
| Donoghue Forlines Momentum Fund | 92 | — | Dec 2016 | SIRIX vs MOJOX | |
| Donoghue Forlines Tactical Allocation Fund | 91 | — | Apr 2018 | SIRIX vs GTAIX | |
| AQR Diversifying Strategies Fund Class N | 91 | — | Jun 2020 | SIRIX vs QDSNX |
Top Performing SIRIX Alternatives (YTD)
SIRIX is at 4.83% YTD. There are 60 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 50.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 50.00% | — | Sep 2019 | SIRIX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 40.75% | — | Dec 2016 | SIRIX vs MOJOX | |
| Teberg Fund | 27.65% | — | Mar 2002 | SIRIX vs TEBRX | |
| Quantified STF Fund | 25.79% | — | Nov 2015 | SIRIX vs QSTFX | |
| Potomac Defensive Bull Fund | 22.18% | — | Jun 2020 | SIRIX vs CRDBX |
Lowest Volatility Alternatives to SIRIX
SIRIX has 6.97% 1-year volatility. There are 19 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.50% | — | Aug 2012 | SIRIX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.71% | — | Apr 2012 | SIRIX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.82% | — | Jul 2014 | SIRIX vs TTIFX | |
| Hussman Strategic Total Return Fund | 4.65% | — | Sep 2002 | SIRIX vs HSTRX | |
| Hundredfold Select Alternative Fund | 4.73% | — | Aug 2004 | SIRIX vs SFHYX |
Lowest Drawdown Alternatives to SIRIX
SIRIX has a 1-year max drawdown of -5.42%. There are 24 mutual funds in the Tactical Allocation category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | -1.69% | — | Aug 2012 | SIRIX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | SIRIX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | SIRIX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.42% | — | Sep 2002 | SIRIX vs HSTRX | |
| Astor Dynamic Allocation Fund | -2.77% | — | Oct 2009 | SIRIX vs ASTIX |
Other Mutual Funds from Sierra Trust
The 1 most viewed Sierra Trust mutual funds shown here include STMYX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Sierra Tactical Municipal Fund | High Yield Muni | 72 | 2.33% | — | Dec 2018 | SIRIX vs STMYX |
Often Compared With SIRIX
Investors most often compare SIRIX with UPAAX, PAAIX, HFSAX. These 11 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Upright Assets Allocation Plus Fund | Tactical Allocation | — | — | — | Oct 2017 | SIRIX vs UPAAX | |
| PIMCO All Asset Fund | Tactical Allocation | 91 | 9.05% | — | Nov 2002 | SIRIX vs PAAIX | |
| Hundredfold Select Alternative Fund Investor Class | Tactical Allocation | 43 | 0.79% | — | — | SIRIX vs HFSAX | |
| PIMCO All Asset Fund Class A | Tactical Allocation | 90 | 8.79% | — | Apr 2008 | SIRIX vs PASAX | |
| Invesco Balanced-Risk Allocation Fund Class A | Tactical Allocation | 91 | 17.28% | — | Jun 2009 | SIRIX vs ABRZX | |
| BlackRock Tactical Opportunities Fund Institutiona... | Tactical Allocation | 84 | 10.18% | — | Jun 1993 | SIRIX vs PBAIX | |
| Invesco Balanced-Risk Allocation Fund | Tactical Allocation | 91 | 17.36% | — | Jun 2009 | SIRIX vs ABRYX | |
| RESQ Dynamic Allocation Fund | Tactical Allocation | 86 | 7.94% | — | Dec 2013 | SIRIX vs RQEIX | |
| PIMCO Dynamic Income Strategy Fund | Tactical Allocation | 8 | 18.45% | — | Feb 2019 | SIRIX vs PDX | |
| Canterbury Portfolio Thermostat Fund | Tactical Allocation | 86 | 16.08% | — | Aug 2016 | SIRIX vs CAPTX | |
| Quantified Market Leaders Fund | Tactical Allocation | 40 | 17.14% | — | Aug 2013 | SIRIX vs QMLFX |
Compare SIRIX with Any Fund or Stock
Compare SIRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SIRIX with funds that move differently
Sierra Tactical All Asset Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SIRIX.
Explore SIRIX Diversifiers