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PONAX    PIINX    PONRX    PONPX    Benchmark  United States  NYSE  10,899   89.9736 Index Moved Down -0.8187%  

Collecting data for SIRRX

Sierra Core Retirement R  





Last 1 Month(s)
10 Days Price Trend
Highest Price  
Lowest Price  
March 25, 2015 
March 9, 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 Deviation0.1785
Standard Deviation0.2622
Risk Adjusted Performance(0.07)
NameSierra Core Retirement R
InstrumentUSA Fund
SectorSierra Trust
IndustryMultisector Bond
Contact Number866. 738. 4363
CurrencyUSD - US Dollar
ExchangeNASDAQ Stock Exchange
Net Asset575.99 M
Last Dividend Paid0.1

Sierra agains markets

 thisGreen SIRRX SIRRX agains markets  0.00 % No Change  
 United States Russel   0.40 % Macroaxis: 0.3999 Moved Down  
 United States NYSE   0.82 % Macroaxis: 0.8187 Moved Down  
 United States SP 500   0.88 % Macroaxis: 0.88 Moved Down  
 United States Nasdaq   0.94 % Macroaxis: 0.94 Moved Down  
Compare to Competition   Compare Correlations
David Wright  Money Manager
Fund Manager since December 24, 2007
David C. Wright holds degrees in civil engineering and law. After 13 years with major Los Angeles law firms Mr. Wright transitioned into investment analysis in the mid1980s and served several years as Director of Technic...

Sierra Diversification Suggestion

Use Sierra to protect against small markets fluctuations. The fund experiences normal downward trend, but the immediate impact on correlations cannot be determined at the moment . Check odds of Sierra to be traded at $23.11 in 30 days

Sierra Price and Market Media

The median price of Sierra for the period between Mon, Mar 2, 2015 and Wed, Apr 1, 2015 is 23.41 with a coefficient of variation of 0.4. The daily time series for the period is distributed with a sample standard deviation of 0.09, arithmetic mean of 23.44, and mean deviation of 0.08. 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 575.99 M in assets with minimum initial investment of 100 K. Sierra Core Retirement R is currently producing year-to-date (YTD) return of 1.69% with the current yeild of 2.38%, 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 A. 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 362.58 Billion. Sierra adds roughly 575.99 Million in net asset claiming only tiny portion of funds under Multisector Bond category.

Sierra Fundamentals Correlation

Net Asset vs Annual Yield
Three Year Return vs Last Dividend Paid
Net Asset vs Holdings Turnover

Sierra vs Competition

Sierra vs. PIMCO Income A
Sierra vs. Loomis Sayles Bond N

Sierra April 1, 2015 Opportunity Range

Information Ratio0.1747
Maximum Drawdown1.24
Value At Risk(0.55)