Sierra Tactical Risk Fund Manager Performance Evaluation
| SRFQX Fund | USD 24.76 -0.07 -0.28% |
The fund holds a Beta of -0.0654, which means relatively modest fluctuations relative to the market. Sierra Tactical shows a mild inverse relationship with the market, drifting lower in rallies and holding up during downturns.
Risk-Adjusted Performance
Mild
Weak | Strong |
Compared with the broader market, risk-adjusted returns on Sierra Tactical Risk rank lower than 3% of all funds and fund portfolios over the last 90 days. This score becomes more useful when investors compare it with downside risk, Sharpe Ratio, and current trend stability. Despite somewhat strong basic indicators, Sierra Tactical is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
Sierra |
Relative Risk vs. Return Landscape
If you had invested $ 2,454 in Sierra Tactical Risk on December 13, 2025 and sold it today you would have earned a total of $ 22.00 from holding Sierra Tactical Risk or generated 0.9% return on investment over 90 days. Sierra Tactical Risk is currently producing a 0.0156% return and carries 0.3817% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Sierra, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Historical Prices of Sierra Tactical Risk
Below is the normalized historical share price chart for Sierra Tactical Risk extending back to May 24, 2021. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Sierra Tactical stands at 24.76, as last reported on the 13th of March 2026, with the highest price reaching 24.76 and the lowest price hitting 24.76 during the day.Macro event markers
Target Price Odds to finish over Current Price
The tendency of Sierra Mutual Fund to revert toward average price levels over time has been a foundational concept in fund analysis. Studies have shown that while most funds follow this pattern, some exhibit persistent mispricings until market forces eventually align supply and demand.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 24.76 | 90 days | 24.76 | about 74.34 |
Normal distribution modeling for this fund estimates the odds of Sierra Tactical moving above the current price in 90 days from now at about 74.34 (The probability density function above maps the range of expected Sierra Mutual Fund prices over a 90-day horizon).
Sierra Tactical Price Density |
| Price |
Predictive Modules for Sierra Tactical
The fund market has long attracted forecasting efforts from investors and analysts alike. For Sierra Tactical Risk, a range of technical, fundamental, and quantitative methods can be applied. Although no technique is consistently accurate, the process of comparing multiple forecasts is an essential part of investment research.Applying mean reversion analysis to Sierra Tactical's requires identifying the appropriate reference point - whether book value, historical earnings multiple, or sector median - against which current prices are measured.
Primary Risk Indicators
The mutual fund market has experienced repeated bouts of volatility over the last 10-20 years. Sierra Tactical has not been an exception, with large corrections and rallies creating significant portfolio risk. Investors in Sierra Tactical Risk should look out for shifts in Sierra Tactical's volatility and market elasticity as part of their risk management process.α | Alpha over Dow Jones | -0.0008 | |
β | Beta against Dow Jones | -0.0654 | |
σ | Overall volatility | 0.26 | |
Ir | Information ratio | 0.13 |
Investor Alerts and Insights
Keeping track of Sierra Tactical through alert notifications helps investors react to material fund changes in a timely manner. Sierra Tactical Risk alerts cover shifts in fundamentals, technical conditions, and significant market-moving events.| Latest headline from news.google.com: Royce Small-Cap Opportunity Fund FY 2025 Manager Commentary - Seeking Alpha | |
| The fund maintains all of the assets in different exotic instruments |
Sierra Tactical Fundamentals Growth
Sierra Mutual Fund market pricing reflects the collective assessment of Sierra Tactical's financial fundamentals. Key areas of focus include revenue momentum, earnings growth, margin trends, and the overall strength of Sierra Tactical's balance sheet.
| Total Asset | 143.34 M | |||
Performance Metrics & Calculation Methodology
Sierra Tactical performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Stress-period behavior provides insight into downside characteristics.
Inputs for Sierra Tactical Risk come from fund disclosures and market reference feeds and are mapped into a consistent schema for analysis. Some fields can appear with publication lag. Return and risk statistics are calculated from historical price series.