Sierra Tactical Bond Fund (STBNX) belongs to the Nontraditional Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with STBNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to STBNX
STBNX charges 1.63% annually. There are 63 mutual funds in the Nontraditional Bonds category with lower expense ratios, going as low as 0.47%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Opportunistic Income Fund | 0.47% | — | Oct 2011 | STBNX vs GMODX | |
| Putnam Mortgage Opportunities Fund | 0.47% | — | Apr 2015 | STBNX vs PMOTX | |
| Carillon Reams Unconstrained Bond Fund | 0.50% | — | Sep 2011 | STBNX vs SUBFX | |
| FPA Flexible Fixed Income Fund | 0.51% | — | Dec 2018 | STBNX vs FPFIX | |
| PIMCO Strategic Bond Fund | 0.51% | — | Jan 2009 | STBNX vs PUTIX |
Best Risk-Adjusted Alternatives to STBNX
STBNX has a PortfoliosLab risk / return rank of 45. There are 48 mutual funds in the Nontraditional Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | 100 | — | Jan 2023 | STBNX vs CBYYX | |
| PGIM Securitized Credit Fund | 99 | — | Jun 2019 | STBNX vs SCFZX | |
| Eaton Vance Global Macro Absolute Return Fund | 99 | — | Jun 2007 | STBNX vs EIGMX | |
| Artisan Global Unconstrained Fund | 99 | — | Mar 2022 | STBNX vs APFPX | |
| DoubleLine Flexible Income Fund | 98 | — | Apr 2014 | STBNX vs DFLEX |
Top Performing STBNX Alternatives (YTD)
STBNX is at 1.08% YTD. There are 45 mutual funds in the Nontraditional Bonds category with higher YTD returns, going as high as 6.67%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Global Macro Absolute Return Advantage... | 6.67% | — | Aug 2010 | STBNX vs EGRIX | |
| Putnam Mortgage Opportunities Fund | 4.69% | — | Apr 2015 | STBNX vs PMOTX | |
| Anchor Risk Managed Credit Strategies Fund | 4.38% | — | Sep 2015 | STBNX vs ATCSX | |
| Eaton Vance Global Macro Absolute Return Fund | 4.26% | — | Jun 2007 | STBNX vs EIGMX | |
| Artisan Global Unconstrained Fund | 4.00% | — | Mar 2022 | STBNX vs APFPX |
Lowest Volatility Alternatives to STBNX
STBNX has 3.02% 1-year volatility. There are 45 mutual funds in the Nontraditional Bonds category with lower 1-year volatility, going as low as 1.01%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dunham Long/Short Credit Fund | 1.01% | — | Dec 2004 | STBNX vs DCAIX | |
| Victory Pioneer Cat Bond Fund Class Y | 1.23% | — | Jan 2023 | STBNX vs CBYYX | |
| DoubleLine Flexible Income Fund | 1.31% | — | Apr 2014 | STBNX vs DFLEX | |
| GMO Opportunistic Income Fund | 1.35% | — | Oct 2011 | STBNX vs GMODX | |
| BlackRock Global Long/Short Credit Fund | 1.36% | — | Sep 2011 | STBNX vs BGCIX |
Lowest Drawdown Alternatives to STBNX
STBNX has a 1-year max drawdown of -2.44%. There are 47 mutual funds in the Nontraditional Bonds category with shallower 1-year drawdowns, going as shallow as -0.09%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | -0.09% | — | Jan 2023 | STBNX vs CBYYX | |
| PGIM Securitized Credit Fund | -0.31% | — | Jun 2019 | STBNX vs SCFZX | |
| Dunham Long/Short Credit Fund | -0.37% | — | Dec 2004 | STBNX vs DCAIX | |
| GMO Opportunistic Income Fund | -0.65% | — | Oct 2011 | STBNX vs GMODX | |
| PGIM Absolute Return Bond Fund | -0.76% | — | Mar 2011 | STBNX vs PADZX |
Other Mutual Funds from Sierra Mutual Funds
The 1 most viewed Sierra Mutual Funds mutual funds shown here include SSIIX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Sierra Tactical Core Income Fund | Nontraditional Bonds | 49 | 1.35% | — | Dec 2011 | STBNX vs SSIIX |
Often Compared With STBNX
Investors most often compare STBNX with CPITX, PYLD, TUIFX. These 8 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Counterpoint Tactical Income Fund | Nontraditional Bonds | 37 | -0.42% | — | Dec 2014 | STBNX vs CPITX | |
| PIMCO ETF Trust - PIMCO Multisector Bond Active Ex... | Multisector Bonds | 66 | 0.95% | 13.03B | Jun 2023 | STBNX vs PYLD | |
| Toews Unconstrained Income Fund | Nontraditional Bonds | 49 | 0.38% | — | Aug 2013 | STBNX vs TUIFX | |
| Anfield Universal Fixed Income Fund | Nontraditional Bonds | 94 | 1.42% | — | Jun 2013 | STBNX vs AFLIX | |
| T. Rowe Price Dynamic Global Bond Fund | Nontraditional Bonds | 18 | 2.75% | — | Jan 2015 | STBNX vs RPIEX | |
| Templeton Global Total Return Fund | Nontraditional Bonds | 20 | 2.36% | — | Sep 2008 | STBNX vs TTRZX | |
| T. Rowe Price Dynamic Credit Fund | Nontraditional Bonds | 76 | 0.16% | — | Jan 2019 | STBNX vs RPIDX | |
| Wavelength Interest Rate Neutral Fund | Nontraditional Bonds | 80 | 3.43% | — | Sep 2013 | STBNX vs WAVLX |
Compare STBNX with Any Fund or Stock
Compare STBNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair STBNX with funds that move differently
Sierra Tactical Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to STBNX.
Explore STBNX Diversifiers