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Sierra Tactical Municipal A (STMKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.70-0.05 (-0.19%)
At close: 06:55PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.06%
5-year average return2.33%
Number of years up4
Number of years down1
Best 1-yr total return (14 May 2024)7.83%
Worst 1-yr total return (14 May 2024)N/A
Best 3-yr total return7.83%
Worst 3-yr total return1.19%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSTMKXCategory
YTD-0.71%4.55%
1-month-1.29%1.05%
3-month-0.69%3.41%
1-year2.68%10.93%
3-year0.57%5.87%
5-year2.19%4.30%
10-year0.00%5.93%
Last bull market7.73%8.20%
Last bear market-3.47%7.76%

Annual total return (%) history

Year
STMKXCategory
2024
N/AN/A
2023
3.92%N/A
2022
-3.21%N/A
2021
3.03%N/A
2020
3.96%3.45%
2019
7.83%9.12%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.60%N/AN/AN/A
20230.99%-1.42%-2.61%7.18%
2022-2.67%-3.47%0.51%2.51%
20210.43%2.82%-0.59%0.36%
2020-4.80%3.63%1.25%4.08%
20192.82%2.45%1.78%0.58%

Rank in category (by total return)

YTD91
1-month62
3-month83
1-year87
3-year5
5-year10

Load adjusted returns

1-year-1.17%
3-year-0.70%
5-year1.41%
10-yearN/A