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Sierra Tactical Municipal Institutional (STMEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.27+0.03 (+0.12%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.63%
5-year average return2.42%
Number of years up4
Number of years down1
Best 1-yr total return (29 Apr 2024)7.81%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return7.81%
Worst 3-yr total return1.40%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSTMEXCategory
YTD0.66%4.55%
1-month0.30%1.05%
3-month0.66%3.41%
1-year3.74%10.93%
3-year1.47%5.87%
5-year2.80%4.30%
10-year0.00%5.93%
Last bull market8.40%8.20%
Last bear market-3.45%7.76%

Annual total return (%) history

Year
STMEXCategory
2024
N/AN/A
2023
4.15%N/A
2022
-2.98%N/A
2021
3.20%N/A
2020
4.26%3.45%
2019
7.81%9.12%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.66%N/AN/AN/A
20231.05%-1.32%-2.59%7.22%
2022-2.59%-3.45%0.60%2.54%
20210.47%2.85%-0.49%0.36%
2020-4.69%3.66%1.36%4.12%
20192.75%2.39%1.86%0.61%

Rank in category (by total return)

YTD92
1-month88
3-month92
1-year90
3-year2
5-year6

Load adjusted returns

1-year3.74%
3-year1.47%
5-year2.80%
10-yearN/A