SIRIX vs. STMYX
SIRIX (Ocean Park Tactical All Asset Fund) and STMYX (Ocean Park Tactical Municipal Fund) are both mutual funds - SIRIX is a Tactical Allocation fund managed by Ocean Park, while STMYX is a High Yield Muni fund managed by Ocean Park. Over the past 5 years, SIRIX returned 1.53%/yr vs 0.43%/yr for STMYX. Their 0.31 correlation means their historical movements had little consistent relationship. SIRIX charges 1.70%/yr vs 0.92%/yr for STMYX.
Performance
SIRIX vs. STMYX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SIRIX achieves a 3.27% return, which is significantly higher than STMYX's 0.97% return.
SIRIX
- 1D
- 0.74%
- 1M
- -1.15%
- 6M
- 1.52%
- YTD
- 3.27%
- 1Y
- 8.88%
- 3Y*
- 5.07%
- 5Y*
- 1.53%
- 10Y*
- 2.41%
- ALL TIME*
- 3.78%
STMYX
- 1D
- -0.27%
- 1M
- -1.69%
- 6M
- 0.35%
- YTD
- 0.97%
- 1Y
- 5.13%
- 3Y*
- 2.06%
- 5Y*
- 0.43%
- 10Y*
- —
- ALL TIME*
- 2.42%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
SIRIX vs. STMYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
SIRIX Ocean Park Tactical All Asset Fund | 3.27% | 4.74% | 4.90% | 4.17% | -6.82% | 0.48% | 4.81% | 7.66% |
STMYX Ocean Park Tactical Municipal Fund | 0.97% | -1.09% | 2.00% | 4.29% | -2.93% | 3.35% | 4.35% | 7.73% |
Correlation
The correlation between SIRIX and STMYX is 0.40, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.40 |
Correlation (3Y) Balances recent behavior with more history. | 0.38 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.36 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2019 | 0.31 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SIRIX vs. STMYX — Risk / Return Rank
SIRIX
STMYX
SIRIX vs. STMYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ocean Park Tactical All Asset Fund (SIRIX) and Ocean Park Tactical Municipal Fund (STMYX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SIRIX | STMYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.99 | ||
| Sortino ratioReturn per unit of downside risk | -1.39 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.49 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | 1.57 | 2.25 | -0.68 |
| Martin ratioReturn relative to average drawdown | 5.44 | 7.56 | -2.12 |
Loading charts...
Drawdowns
SIRIX vs. STMYX - Drawdown Comparison
The maximum SIRIX drawdown since its inception was -11.31%, which is greater than STMYX's maximum drawdown of -9.71%. Use the drawdown chart below to compare losses from any high point for SIRIX and STMYX.
Loading charts...
Drawdown Indicators
| SIRIX | STMYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.31% | -9.71% | -1.60% |
Max Drawdown (1Y)Largest decline over 1 year | -5.42% | -2.55% | -2.87% |
Max Drawdown (3Y)Largest decline over 3 years | -7.99% | -7.74% | -0.25% |
Max Drawdown (5Y)Largest decline over 5 years | -11.30% | -8.59% | -2.71% |
Max Drawdown (10Y)Largest decline over 10 years | -11.31% | — | — |
Current DrawdownCurrent decline from peak | -2.24% | -2.04% | -0.20% |
Average DrawdownAverage peak-to-trough decline | -2.42% | -3.11% | +0.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.55% | 0.75% | +0.80% |
Volatility
SIRIX vs. STMYX - Volatility Comparison
Ocean Park Tactical All Asset Fund (SIRIX) has a higher volatility of 2.30% compared to Ocean Park Tactical Municipal Fund (STMYX) at 1.02%. This indicates that SIRIX's price experiences larger fluctuations and is considered to be riskier than STMYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| SIRIX | STMYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.30% | 1.02% | +1.28% |
Volatility (6M)Calculated over the trailing 6-month period | 6.20% | 2.16% | +4.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.17% | 2.64% | +4.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.46% | 3.91% | +1.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.29% | 3.69% | +0.60% |
SIRIX vs. STMYX - Expense Ratio Comparison
SIRIX has a 1.70% expense ratio, which is higher than STMYX's 0.92% expense ratio.
Dividends
SIRIX vs. STMYX - Dividend Comparison
SIRIX's dividend yield for the trailing twelve months is around 2.17%, less than STMYX's 3.62% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SIRIX Ocean Park Tactical All Asset Fund | 2.17% | 2.65% | 2.88% | 2.71% | 1.59% | 2.52% | 1.37% | 2.51% | 2.23% | 2.41% | 2.15% | 2.53% |
STMYX Ocean Park Tactical Municipal Fund | 3.62% | 3.44% | 3.03% | 2.46% | 1.13% | 4.78% | 2.47% | 2.67% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SIRIX and STMYX have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SIRIX has higher volatility (2.30%) compared to STMYX (1.02%). In terms of maximum drawdown, SIRIX dropped -11.31% vs STMYX's -9.71%.
STMYX currently has the higher Sharpe Ratio (2.17 vs 1.18), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for SIRIX and STMYX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer