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Collecting data for SIRRX

Sierra Core Retirement R  





Last 1 Month(s)
10 Days Price Trend
Highest Price  
Lowest Price  
March 26, 2015 
March 31, 2015 

Sierra Market Sensitivity

As returns on market increase, Sierra returns are expected to increase less than the market. However during bear market, the loss on holding Sierra will be expected to be smaller as well.

Sierra Core Retirement R Risk Profiles

Mean Deviation0.1363
Standard Deviation0.202
Risk Adjusted Performance(0.09)
NameSierra Core Retirement R
InstrumentUSA Fund
SectorSierra Trust
IndustryMultisector Bond
Contact Number866 738 4363
CurrencyUSD - US Dollar
ExchangeNASDAQ Stock Exchange
Net Asset575.73 M
Last Dividend Paid0.21

Sierra agains markets

 United States Nasdaq   0.71 % Macroaxis: 0.71 Moved Up  
 United States SP 500   0.23 % Macroaxis: 0.23 Moved Up  
 thisGreen SIRRX SIRRX agains markets  0.09 % Macroaxis: 0.09 Moved Up  
 United States NYSE   0.01 % Macroaxis: 0.01 Moved Up  
 United States Russel   0.31 % Macroaxis: 0.3146 Moved Down  
Compare to Competition   Compare Correlations
David Wright  Money Manager
Fund Manager since December 24, 2007
Mr. Wright JD is managing principal and portfolio manager of the Wright Fund Management LLC. David C. Wright holds degrees in civil engineering and law. After 13 years with major Los Angeles law firms Mr. ...

Sierra Diversification Suggestion

Use Sierra to enhance returns of your portfolios. The fund experiences normal upward fluctuation. Check odds of Sierra to be traded at $24.55 in 30 days

Sierra Price and Market Media

The median price of Sierra for the period between Fri, Mar 27, 2015 and Sun, Apr 26, 2015 is 23.44 with a coefficient of variation of 0.23. The daily time series for the period is distributed with a sample standard deviation of 0.05, arithmetic mean of 23.43, and mean deviation of 0.04. The Fund did not receive any noticable media coverage during the period.
Sierra Value 
Benchmark  Embed   Timeline 

Sierra Summary

Sierra Core Retirement R [SIRRX] is traded in USA and was established in December 24, 2007. The fund is listed under Multisector Bond category and is part of Sierra Trust family. This fund at this time has accumulated 575.73 M in assets with minimum initial investment of 100 K. Sierra Core Retirement R is currently producing year-to-date (YTD) return of 1.94% with the current yeild of 2.51%, while the total return for the last 3 years was 13.95%.

Fund Instrument Allocation for Sierra

Benchmark  Embed   Instrument Type 

Sierra Alerts

Sierra generates negative expected return over the last 30 days
The fund maintains about 21.21% of its assets in cash

Sierra Research Report

Get Sierra research report. Reports are available in pdf format and contain fundamental information about the equity. Click Generate Sierra report to view

Sierra Pair Trading Analysis

Correlation analysis and pair trading evaluation for Sierra and PIMCO Income D. Pair trading can be used as a hedging technique within a particular sector or industry or even over random equities to generate better risk-adjusted return
Run pair correlation  

Explore Investment Opportunities

Build portfolios using Macroaxis predefined set of investing ideas. Macroaxis investing theme could easily outperform a given market if properly optimized
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Sierra Asset Under Management

Sierra Core Retirement R is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Multisector Bond category is currently estimated at about 369.79 Billion. Sierra adds roughly 575.73 Million in net asset claiming only tiny portion of funds under Multisector Bond category.

Sierra Fundamentals Correlation

Five Year Return vs Price to Book
Three Year Return vs Price to Earning
Five Year Return vs Annual Yield

Sierra vs Competition

Sierra vs. PIMCO Income D
Sierra vs. PIMCO Income C
Sierra vs. PIMCO Income A
Sierra vs. PIMCO Income Instl
Sierra vs. PIMCO Income Adm
Sierra vs. PIMCO Income P
Sierra vs. PIMCO Income R
Sierra vs. Loomis Sayles Bond Instl
Sierra vs. Loomis Sayles Bond N
Sierra vs. Loomis Sayles Bond Admin

Sierra April 26, 2015 Opportunity Range

Information Ratio(0.83)
Maximum Drawdown0.8939
Value At Risk(0.34)