SIRCX
Sierra Tactical All Asset-C
$21.97
-0.01 (-0.05%)
Currency in USD / Last Updated: 4/18/2024
| Category | Tactical |
|---|---|
| Market Cap | 630.46M |
| 52 Week High | 22.55 |
| 52 Week Low | 20.512 |
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Key Data
| Symbol | SIRCX |
|---|---|
| Type | Mutual Fund |
| Category | Tactical |
| Price | 21.97 |
| Price Yesterday | 21.98 |
| Market Cap | 630.46 |
| YTD Return | 0.67% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 10000 |
| Redeption Fee | 0 |
| Prospectus | 0.0284 |
Overview
| 52 Week High | 22.55 |
|---|---|
| 52 Week Low | 20.51 |
| Market Cap | 630.46M |
| Shares Outstanding | 28.70M |
| Income Dividend Yield | 2.15% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.15% |
Returns Annualized
| One Day | -10.84% |
|---|---|
| Five Days | -54.95% |
| One Months | -15.32% |
| Three Months | 5.17% |
| Six Months | 12.67% |
| Nine Months | 3.49% |
| One Year | 3.74% |
| Three Years | -1.61% |
| Five Years | 0.59% |
| Ten Years | 0.88% |
| YTD | 2.27% |
| Since Inception | 1.65% |
Returns Total
| One Day | -0.05% |
|---|---|
| Five Days | -1.57% |
| One Month | -1.44% |
| Three Months | 1.27% |
| Six Months | 6.09% |
| Nine Months | 2.62% |
| One Year | 3.74% |
| Three Years | -4.74% |
| Five Years | 2.99% |
| Ten Years | 9.14% |
| YTD | 0.67% |
| Since Inception | 26.08% |
Yearly Returns
| 2024 | 0.67% |
|---|---|
| 2023 | 3.22% |
| 2022 | -7.48% |
| 2021 | -0.31% |
| 2020 | 3.98% |
| 2019 | 7.01% |
| 2018 | -4.96% |
| 2017 | 6.67% |
| 2016 | 3.19% |
| 2015 | -3.42% |
Risk against SP-DA
| Alpha | -7.15% |
|---|---|
| Beta | 0.32 |
| Correlation | 82.75% |
| Downside Deviation | 1.25% |
| Coefficient of determination | 68.47% |
| Standard Deviation | 1.32% |
| Sharpe Ratio | -4.1 |
| Sortino | -15.02 |
| Treynor | -5.08 |
| Ulcer Index | 1.7 |
| Ulcer Performance Index | -11.07 |