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Sierra Tactical Municipal Special (STMYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.54+0.11 (+0.43%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.11%
5-year average return2.62%
Number of years up4
Number of years down1
Best 1-yr total return (2 May 2024)7.99%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return7.99%
Worst 3-yr total return1.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSTMYXCategory
YTD-0.60%4.55%
1-month-1.26%1.05%
3-month-0.61%3.41%
1-year2.97%10.93%
3-year0.88%5.87%
5-year2.52%4.30%
10-year0.00%5.93%
Last bull market7.86%8.20%
Last bear market-3.43%7.76%

Annual total return (%) history

Year
STMYXCategory
2024
N/AN/A
2023
4.25%N/A
2022
-2.93%N/A
2021
3.35%N/A
2020
4.35%3.45%
2019
7.99%9.12%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.67%N/AN/AN/A
20231.11%-1.34%-2.55%7.25%
2022-2.57%-3.43%0.61%2.55%
20210.53%2.87%-0.50%0.44%
2020-4.64%3.68%1.34%4.14%
20192.85%2.40%1.91%0.61%

Rank in category (by total return)

YTD87
1-month58
3-month78
1-year81
3-year3
5-year5

Load adjusted returns

1-year2.97%
3-year0.88%
5-year2.52%
10-yearN/A