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Sierra Tactical Core Income Inv (SSIIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.81+0.04 (+0.20%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.52%
5-year average return1.39%
Number of years up9
Number of years down3
Best 1-yr total return (25 Apr 2024)9.47%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return9.47%
Worst 3-yr total return-0.55%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSSIIXCategory
YTD0.93%1.90%
1-month1.07%0.35%
3-month0.93%1.41%
1-year4.62%7.92%
3-year-0.01%3.65%
5-year1.78%3.77%
10-year2.36%2.82%
Last bull market5.28%6.13%
Last bear market-2.75%-3.74%

Annual total return (%) history

Year
SSIIXCategory
2024
N/AN/A
2023
3.68%N/A
2022
-5.29%N/A
2021
0.18%N/A
2020
4.78%3.44%
2019
7.77%6.69%
2018
-1.38%-1.17%
2017
5.43%4.06%
2016
5.96%5.28%
2015
-1.12%-1.41%
2014
6.61%1.24%
2013
0.03%0.29%
2012
9.47%7.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.93%N/AN/AN/A
20230.02%-0.58%-1.05%5.37%
2022-2.13%-2.75%-0.77%0.28%
2021-0.69%2.27%-0.34%-1.04%
2020-3.11%2.36%2.14%3.44%
20192.66%2.65%1.04%1.21%
2018-0.66%-0.41%0.90%-1.21%
20171.57%1.35%1.70%0.70%
20162.12%3.06%1.96%-1.26%
20151.41%-1.91%-0.50%-0.09%
20143.15%3.30%-0.20%0.25%
20131.32%-1.37%-0.62%0.73%
20123.08%0.83%3.57%1.70%

Rank in category (by total return)

YTD72
1-month27
3-month72
1-year80
3-year69
5-year64

Load adjusted returns

1-year4.62%
3-year-0.01%
5-year1.78%
10-year2.36%